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.
In this webinar replay, John O’Connell, CEO of The Oasis Group, and... read more
Watch this webinar replay led by John O'Connell, as he presents key... read more
John O'Connell of The Oasis Group and Conor Curtis of Practifi will... read more
Watch this webinar replay co-hosted by The Oasis Group and WealthManagement.com. John... read more
In this webinar replay, John O’Connell, alongside Dan Cavanaugh and Erika... read more
Financial advisors, wealth management execs, and technology and operations leaders looking to... read more
Cybersecurity continues to be a major challenge for today’s advisory firms, who... read more
John O'Connell presented a webinar with Kevin Knull of TaxStatus, discussing how... 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
