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.
Are you prepared for the evolving threats facing the wealth management industry?... read more
Watch this webinar replay with John O’Connell and Hazal Sabah, ByAllAccounts Senior... read more
RIA client data comes in many forms – while some data may... read more
Watch this webinar co-hosted by WealthManagement.com and The Oasis Group, where experts... read more
Join John O’Connell of The Oasis Group and Sam Sova and Karl... read more
In this webinar replay, John O’Connell, CEO of The Oasis Group, and... read more
In this insightful webinar, John O'Connell and Tim O'Connell delve into AI-enhanced... read more
John O'Connell will participate in a webinar on Sept. 25th with Visory,... 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
