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.
Financial advisors, wealth management execs, and technology and operations leaders looking to... read more
Are you ready to unlock the power of data for your RIA?... read more
The Intention.ly & Friends Book Club brings together some of the most... read more
Watch this webinar replay with John O'Connell of The Oasis Group, Ron... read more
Watch this webinar replay with Joel Bruckenstein of T3 Technology Tools for... read more
Your firm is executing well – but you can get even smarter.... read more
Join The Oasis Group and Syntax for a captivating fireside chat about... read more
Register for this upcoming webinar hosted by WealthManagement.com and The Oasis Group,... read more
In this webinar with WealthManagement.com, we unpacked key findings from the recent... read more
Why do so many RIAs have compliance data stored in different places?... read more
