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.
Register for this upcoming webinar hosted by WealthManagement.com and The Oasis Group,... read more
Are you ready to unlock the power of data for your RIA?... read more
John O'Connell joined Chirag Gandhi, CEO of Mili, for a practical discussion... read more
Watch this webinar replay with John O’Connell of The Oasis Group, Amar... read more
Watch this webinar replay with John O’Connell and Hazal Sabah, ByAllAccounts Senior... read more
John O'Connell will participate in a webinar on Sept. 25th with Visory,... read more
Watch this webinar replay with John O'Connell of The Oasis Group, Ron... read more
In this webinar replay, John O’Connell and Todd Rovak, CEO of Carefull,... read more
John O’Connell, Mark Gilbert of Zocks, Stacie Craddock of Integrated Compliance Advisors,... read more
Watch this webinar replay with John O’Connell of The Oasis Group and... read more
