Watch The Oasis Group’s webinar with AdvisorEngine: ‘AI Note Taking 101: The Advisor’s Guide‘. John O’Connell, Suleman Din, and Raj Madan help financial advisors understand how AI note-takers perform in real settings and highlight key findings from the research that The Oasis Group performed to analyze AI note-takers in the wealth management sector.
Watch this webinar replay with John O’Connell and Hazal Sabah, ByAllAccounts Senior... read more
John O'Connell participated in a webinar with Practifi discussing AI in Wealth... read more
Are you ready to unlock the power of data for your RIA?... read more
Join The Oasis Group and Syntax for a captivating fireside chat about... read more
Watch this webinar replay with John O’Connell of The Oasis Group, Amar... read more
John O'Connell joined Chirag Gandhi, CEO of Mili, for a practical discussion... read more
Are you prepared for the evolving threats facing the wealth management industry?... read more
The Oasis Group CEO John O'Connell joins a panel of industry experts... read more
In this insightful webinar replay featuring John O'Connell and Henry Zelikovsky of... read more
The Intention.ly & Friends Book Club brings together some of the most... read more
