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WealthTech

CRM-specific gaps: sales stages, segmentation, email marketing integration

www.goRIA.com John O'Connell Founder of the Oasis Group T3 2026

John O’Connell Interviewed on the goRIA Podcast Fueled by InvestmentNews at the 2026 T3 Technology Tools For Today Conference

John O'Connell was interviewed on the goRIA Podcast fueled by InvestmentNews LIVE at the 2026 T3 Technology Tools for Today Conference in New Orleans. In this segment, John speaks with host Chuck Failla on how to tell if your RIA is AI ready - highlighting The Oasis Group's new AI Readiness Index.

March 9, 2026By News, Podcast, Video, , Read more...
The Oasis Group's AI Readiness Index: First Maturity Benchmark for Wealth Management Industry

The Oasis Group’s AI Readiness Index: First Maturity Benchmark for Wealth Management Industry

The Oasis AI Readiness Index™ is the industry’s first maturity benchmark built exclusively for fiduciary wealth management firms, trust firms, and family offices, utilizing a two-axis maturity model that measures both governance control and technology sophistication across 70 diagnostic questions.

March 4, 2026By Peaks Perspective, Read more...
laptop with Google on it

Natural Language Research: Google Finance’s Deep Search Changes Investment Workflows

Traditional research workflow involves multiple database queries, manual data aggregation, and spreadsheet compilation before answering complex investment questions. Google Finance's Deep Search changes this by allowing portfolio managers to ask multi-factor questions in plain English and receive structured answers synthesizing information from multiple sources.

March 2, 2026By Peaks PerspectiveRead more...
John O'Connell Published in Advisorpedia: Making the Transition: How Wealth Management Firms Should Evaluate Google Finance in Their Research Stack

John O’Connell Published in Advisorpedia: Making the Transition: How Wealth Management Firms Should Evaluate Google Finance in Their Research Stack

John O’Connell was published in Advisorpedia discussing how wealth management firms now face a practical question that extends beyond understanding what Google Finance offers: How do you incorporate free AI research tools into existing workflows without degrading research quality or creating operational chaos?

February 25, 2026By Article, NewsRead more...

The Oasis Group Named Top WealthTech Consultancy in WealthTech Americas Awards 2026

For the 3rd year, The Oasis Group was named the winner of the Consultancy Award in the WealthTech Consultancy category of the 2026 WealthTech Americas Awards, published by WealthBriefing & Family Wealth Report, which gives prominence solely to companies servicing the family office and wealth management industry.

February 19, 2026By Awards, NewsRead more...
Oasis Group And Practifi Address CRM Selection In Research

John O’Connell Featured in Wealth Solutions Report: Oasis Group And Practifi Address CRM Selection In Research

The Oasis Group recently released a new white paper on customer relationship management (CRM) selection in wealth management, sponsored by Practifi, a CRM provider for financial advisors - covered in this feature article published in Wealth Solutions Report.

February 17, 2026By Article, News, , Read more...
John O'Connell Speaking at 2026 FIRMA National Risk Management Training Conference: Practical AI in Wealth Management

John O’Connell Speaking at 2026 FIRMA National Risk Management Training Conference: Practical AI in Wealth Management

John O'Connell is speaking at the 2026 FIRMA National Risk Management Training Conference, taking place May 12-15, 2026 in Litchfield Park, Arizona, on how AI is being applied in wealth management to enhance decision-making, operational efficiency, and client engagement.

February 12, 2026By Speaking, , Read more...