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WealthTech

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

Oasis Group and Advisor Engine Release Research on AI Prospecting Tools

John O’Connell Featured in Wealth Solutions Report: Oasis Group And AdvisorEngine Release Research On AI Prospecting Tools

In this article from Wealth Solutions Report, John O'Connell provides exclusive insights into The Oasis Group's latest Peaks Research Report, sponsored by AdvisorEngine, analyzing five leading AI-powered prospecting platforms—Aidentified, Catchlight, Finny.ai, TIFIN AG, and WealthFeed.

October 22, 2025By Article, News, , Read more...
Dollar sign key board

John O’Connell Published in Advisor Perspectives by VettaFi: Business Process Management: Why Wealth Management Firms Must Embrace It Now

Check out John O'Connell's bylined article published in Advisor Perspectives by VettaFi, where he defines BPM, digs into BPMN, highlights integration benefits, provides a foundation for digital process automation, shares how to prepare for the AI-enabled future, discusses how to effectively adopt BPM, and more.

October 21, 2025By Article, News, Read more...
Flyer FT logo The Oasis Goup logo Beyond the Algorithm: How AI is Transforming Tax Alpha into a Scalable Advantage for RIAs

Webinar with Flyer FT: Beyond the Algorithm: How AI is Transforming Tax Alpha into a Scalable Advantage for RIAs

Tax-loss harvesting has evolved from a year-end tactic to an always-on, AI-enhanced discipline that top-performing RIAs are using to drive after-tax outcomes, retain high-net-worth clients, and scale operations. John O'Connell of The Oasis Group joined Flyer FT for this informative webinar replay watch here.

October 16, 2025By Webinar, Read more...
RIABiz RightCaptital makes a run at eMoney and MoneyGuidePro with a new tool to bypass the pain of back-office data entry.

John O’Connell Quoted in RIABiz Articles on Financial Planning Software

John O’Connell offers a critical perspective on two major launches in the financial planning tech space in RIABiz: RightCapital introducing a data automation tool intended to challenge incumbents eMoney and MoneyGuidePro by streamlining back-office data entry for advisors, and Advyzon debuting its new financial planning module in a saturated, fiercely competitive environment.

October 15, 2025By Article, News, Read more...
Wealth Tech Panel at RIA Edge Los Angeles: AI Agents Are Next Wave of Use for RIAs

John O’Connell Featured in WealthManagement.com on WealthTech Panel at RIA Edge LA: AI Agents Are Next Wave of Use for RIAs

John O'Connell played a prominent role as the moderator of a wealthtech panel at the RIA Edge LA conference, covered in this WealthManagement.com article. He emphasized that "2026 is going to be the year of AI agents" and outlined critical readiness steps for firms considering AI agent adoption.

October 7, 2025By Article, News, , Read more...
Webinar with Don McHenry, Amar Ahluwalia & John O’Connell

Webinar with ByAllAccounts and OneVest: From Prediction to Reality: The Data Revolution Reshaping WealthTech in 2025

Watch this webinar replay with John O’Connell of The Oasis Group, Amar Ahluwalia of OneVest, and Don McHenry of ByAllAccounts, part of Morningstar Wealth, for this insightful webinar - taking place Thursday, September 25th at 12pm ET - as they examine how 2024's bold predictions about data consolidation have become today's reality – and what...

September 25, 2025By Webinar, , Read more...
Advisorpedia John O'Connell Published in Advisorpedia: The Salesforce Seduction: Why CRM-Centric Process Management Is Inadequate for Wealth Management Firms

John O’Connell Published in Advisorpedia: The Salesforce Seduction: Why CRM-Centric Process Management Is Inadequate for Wealth Management Firms

In this bylined article for Advisorpedia, John O'Connell examines the fundamental shortcomings of relying exclusively on CRM-centric process management for wealth management firms, moving beyond a “one-size-fits-all” CRM approach and seeking platforms and process frameworks designed around the complexities of advice delivery and regulatory oversight.

September 23, 2025By Article, News, Read more...