The Oasis Group

Take advantage of fall promos from The Oasis Group! Access our industry leading educational resources and training programs at discounted prices here: https://lnkd.in/dwYS5Xct --> Take 50% off our Training Courses and Field Guides with code FALL50 --> Take 50% off our Vantage Point Peaks Research for Custodian Platforms with code PEAKSREPORT50 #wealthmanagement #financialadvisors #custodianplatforms #custodians #financialservices #financialprofessionals

Our updated AI WealthTech Map for October 2024 is out now! Now featuring 70 #AI focused firms that specifically serve the #wealthmanagement industry, including newcomers Focal | Secure Advisor AI and fintello - One-Stop AI Marketing for Financial Advisors, #financialadvisors can use our AI Map to discover and learn more about the top #artificialintelligence solutions in our industry. Access the map here: https://lnkd.in/gtqXxw7G

At The Oasis Group, our Technology Assessment maps your processes from lead generation to annual meetings, giving us insight into your operations and supporting technologies. We identify improvement areas and provide tailored solutions, including: Best Practices: Optimize workflows Requirements Outline: Framework for new tech selection Provider Shortlist: Curated technology partners We're here to support you through implementation and negotiations. Let’s elevate your operations together! #TechnologyAssessment #GrowthStrategy #TheOasisGroup #DigitalTransformation #BusinessOptimization

John O'Connell, MBA will be attending the Raymond James EMPOWER Conference in Chicago next week, where he'll be a panelist on a technology panel on Tuesday, October 29th with Ben Watson, CISM. Hear from these two technology experts as they discuss all the latest #wealthtech trends in the #wealthmanagement industry and share tips on how #financialadvisors can utilize #fintech solutions to maintain peak firm performance. Learn more and register here: https://lnkd.in/gQtKAFtW #EMPOWER2024

John O'Connell, MBA was quoted in this FA Upside article from The Daily Upside, where he weighs in on and adds perspective to Fidelity's recent data breach: “We should keep in mind that these incidents may sound large, but affect only a small percentage of the firm’s 51.5 million individual clients.” Read more here: https://lnkd.in/gBi4vHMP

John O'Connell, MBA discusses what sets The Oasis Group's Vantage Point Peaks Research for Custodian Platforms apart from other industry research in this video interview with Marie Swift: "What's different with our research, is a lot of research that's out there today is survey-based. We take a little bit of a different approach. We wanted to rate the platforms against one another and then make recommendations about which [custodian] platform may be better depending on your situation, what your business is trying to accomplish." Learn more in the video below and access the research here: https://lnkd.in/gekpTQAf

John O'Connell, MBA was quoted in Financial Planning Magazine, discussing how #financialadvisors are utilizing #AI for marketing and client growth, as well as how it's reshaping the #wealthmanagement industry: “All firms should feel pressure to educate themselves on AI capabilities. Firms should determine the best use case for AI to enable efficiencies in their business.” Read the full article here: https://lnkd.in/ge55kUGb

John O'Connell, MBA was quoted in this article in Family Wealth Report discussing the future of Envestnet, Inc after being purchased by Bain Capital, how they'll review Envestnet’s various software products, and more: “They will make strategic decisions to sell the highest performing assets to capture their appreciation. They will also sell or close their lowest performing products to reduce expenses.” Read more here: https://lnkd.in/gQ6Q_kqb

Check it out: John O'Connell, MBA of The Oasis Group, and Marie Swift of Impact Communications, Inc. - Marketing & PR talk about cybersecurity, custodian research, and AI in this interesting video chat. Tune in here:

John O'Connell, MBA was recently quoted in Financial Planning Magazine, joining a group of experts in a discussion on the changing landscape for #financialadvisors in relation to #AI and how AI is changing advisors’ jobs: “If you’re not using AI now and getting educated now, you are going to be left behind because everybody else is moving a lot faster than you are.” Read the full article here: https://lnkd.in/gRtPZiDX