CEO John O’Connell joins a panel of industry experts in this 2024 Playbook Series webinar from the National Association of Personal Financial Advisors (NAPFA), highlighting the importance of finding AI tools that address specific pain points for advisors, such as automating client engagements and streamlining financial planning processes. Additionally, the panelists discuss the potential future applications of AI.
Watch this webinar replay with John O'Connell of The Oasis Group, Ron... read more
Watch The Oasis Group's webinar with AdvisorEngine: 'AI Note Taking 101: The... read more
Your firm is executing well – but you can get even smarter.... read more
Why do so many RIAs have compliance data stored in different places?... read more
John O'Connell will participate in a webinar on Sept. 25th with Visory,... read more
Watch this webinar co-hosted by WealthManagement.com and The Oasis Group, where experts... read more
Watch this webinar replay led by John O'Connell, as he presents key... read more
Join The Oasis Group and Syntax for a captivating fireside chat about... read more
Financial advisors, wealth management execs, and technology and operations leaders looking to... read more
In this webinar replay, John O’Connell, alongside Dan Cavanaugh and Erika... read more
