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.
John O’Connell, Mark Gilbert of Zocks, Stacie Craddock of Integrated Compliance Advisors,... read more
Why do so many RIAs have compliance data stored in different places?... read more
Watch this webinar replay with Joel Bruckenstein of T3 Technology Tools for... read more
Watch this webinar replay with John O’Connell of The Oasis Group and... read more
John O'Connell joined Chirag Gandhi, CEO of Mili, for a practical discussion... read more
Watch this webinar replay co-hosted by The Oasis Group and WealthManagement.com. John... read more
Watch this webinar replay with FINNY, where John O'Connell participated in FINNY's... read more
John O'Connell participated in a webinar with Practifi discussing AI in Wealth... read more
Join The Oasis Group and Syntax for a captivating fireside chat about... read more
The Oasis Group CEO John O'Connell joins a panel of industry experts... read more
