CRM-specific gaps: sales stages, segmentation, email marketing integration
John O'Connell was featured in this article from Wealth Solutions Report where he discusses AI washing and how it affects the wealthtech industry. John states that many products look like AI and are packaged as AI, but depend more on effective marketing rather than actual value.
John O'Connell was quoted in this article from The Daily Upside where he weighs in on Wealth.com's funding round and estate planning tools in fintech, noting how it has become one of the fastest-growing tech categories in the financial planning industry.
John O’Connell shares why wealth management is entering a new phase of AI adoption, moving from experimentation to full-scale implementation, in this WMTV video interview with Wealth Management at the 2026 T3 Technology Tools for Today Conference.
Google's AI-powered Finance platform represents more than a free alternative to expensive terminals — it signals a fundamental shift in how big tech companies view the financial data market. John O'Connell authored this article for Kiplinger where he discusses how financial advisors will benefit amid the competitive battle.
Join John O’Connell of The Oasis Group and Sam Sova and Karl Simon, Co-Founders of Subatomic AI, for a candid, practical conversation on April 16th at 1pm ET about what agentic AI actually means for wealth management firms today.
This article from Action! Magazine powered by AdvisorEngine focuses on a conversation between Suleman Din and John O'Connell at the 2025 Schwab IMPACT Conference, where they discuss the shift from AI FOMO to AI strategy in the wealth management industry.
John O’Connell was featured in this article from InvestmentNews, where he discussed the implications of Anthropic’s recent accidental Claude code leak, urging advisors to question tech partners about their source‑code hygiene, monitoring practices, and notification protocols to ensure protection against similar AI‑related threats.
In this episode of The WealthTech Podcast, John O’Connell breaks down what’s really happening at the intersection of AI, data, and modern wealth tech infrastructure. From dirty data and disconnected systems to the rise of AI-first platforms, this conversation gets into what advisors and family offices must do now to stay competitive.
This article from Advisorpedia highlights the most impactful parts of the 2026 T3 Technology Conference, including John O'Connell's session at AI University and the launch of The Oasis Group's AI Readiness Index.
In this article from Barron's Advisor, John O'Connell discusses the biggest hurdles that small and mid-size RIA firms face when deciding whether to continue to remain independent, or sell to a larger firm in a market dominated by consolidation and scale.
