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 joined AdvisorEngine's Ned Dane and Suleman Din for this webinar:... read more
John O'Connell presented a webinar with Kevin Knull of TaxStatus, discussing how... read more
Watch this webinar replay with FINNY, where John O'Connell participated in FINNY's... read more
Watch this webinar replay led by John O'Connell, as he presents key... read more
John O'Connell will participate in a webinar on Sept. 25th with Visory,... read more
John O'Connell of The Oasis Group and Conor Curtis of Practifi unpack... read more
Industry leaders John O'Connell of The Oasis Group and Larry Shumbres of... 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 and Todd Rovak, CEO of Carefull,... read more
John O'Connell participated in a webinar with Practifi discussing AI in Wealth... read more
