Helping wealth management and financial technology firms to create and focus on their unique value proposition to attract advisors and clients and generate higher revenue. Our offerings include Chief Risk Officer, Chief Information Security Officer, Chief Strategy Officer, and Chief Technology Officer services for wealth management firms. Our FinTech offerings include Chief Revenue Officer and Chief Product Officer services.
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Monroe Township, NJ 08831, US
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In this #SwiftCam interview, Marie Swift speaks with John O'Connell, MBA, founder and CEO of The Oasis Group, about his panel at the 2024 MarketCounsel Consulting Summit on how to harness #AI, plus one of The Oasis Group’s latest resources for #wealthmanagement firms: the AI WealthTech Map. Watch this #MSUM24 SwiftCam video here:
John O'Connell, MBA was recently published in ThinkAdvisor - on the heels of being named a winner of a ThinkAdvisor #TALuminaries Award in Thought Leadership & Education - discussing valuation concerns in the tech sector, how big tech is making index funds riskier, risk mitigation strategies to combat market concentration, and more. Read the article here: https://lnkd.in/eX8PFTvk #bigtech #indexfunds #magnificent7 #techsector #marketconcentration
Absolutely thrilled to be named the winner of the Thought Leadership & Education Award in the Consultants category of the ThinkAdvisor 2024 #Luminaries Awards! Thanks to ThinkAdvisor and all of the esteemed industry judges for recognizing the value of all the educational content and resources that The Oasis Group produces for #wealthmanagement professionals. It's an honor! Congrats to all of the other winners. See the full list of finalists and winners here: https://lnkd.in/gKXF6A6s #TALuminaries #thoughtleadership
Artificial Intelligence is set to transform how wealth management firms operate, attract clients, and deliver services. At The Oasis Group, we've identified 73 AI-first firms that are leading the charge in WealthTech—designed specifically for the wealth management industry. These are not traditional WealthTech solutions adding AI, but platforms built from the ground up to support wealth managers. Our AI WealthTech Map covers the entire wealth management sales cycle, from: - Prospecting - Writing Assistants - Note-Takers & Proposal Generation - AI Assistants - Investment Research - Next Best Action - Compliance Solutions Ready to unlock AI’s full potential? Let us show you the way. #AI #WealthManagement #WealthTech #Innovation #FinancialServices #DigitalTransformation #ArtificialIntelligence #TheOasisGroup
Very proud to be named a finalist in 2 categories of the 2024 ThinkAdvisor #Luminaries Awards! Within the #Consultants subcategory, The Oasis Group was recognized for Thought Leadership & Education, thanks to all of the educational content and resources we produce for #wealthmanagement professionals, as well as Industry Disruption, thanks to our enhanced #cybersecurity assessment services. Fingers crossed for some good news coming out of the #TALuminaries Awards Ceremony in Vegas tomorrow night! Learn more here: https://lnkd.in/gcZRCnp2 #industrydisruption #thoughtleadership
John O'Connell, MBA authored this article in Wealth Solutions Report where he dissects the oft misunderstood term “thought leader” and goes into depth defining the characteristics that differentiate thought leaders from typical leaders or influencers, as well as the benefits of becoming a #thoughtleader, how to become one, and more. Read here: https://lnkd.in/g4VPYYpz
Our CEO John O'Connell, MBA is so excited to attend the MarketCounsel Consulting Summit next week in Vegas! John will be moderating a panel titled "Artificial Intelligence: Logarithmic Growth Through the Power of AI" alongside panelists Kartik Srinivasan of Advyzon , Devon Drew of ASSETLINK, and Oleg Tishkevich of Invent. If you'll be at #MSUM24, join us for this insightful discussion on the transformative potential of #AI in accelerating growth, streamlining operations, and creating personalized client experiences. Learn how to harness AI to identify new business opportunities, automate processes, and make data-driven decisions that set your firm apart. Learn more here: https://lnkd.in/gYF5aaK3
At the recent #SchwabIMPACT Conference, John O'Connell, MBA joined Colin Swift of Impact Communications, Inc. - Marketing & PR for their #SwiftCam conference video series, discussing his conference experience at #IMPACT2024, as well as The Oasis Group’s latest resources for wealth management firms: - The AI WealthTech Map, a resource for #financialadvisors and #wealthmanagement firms to find leading #AI solutions serving the wealth management industry - The Vantage Point Peaks for Custodian Platforms, our new research series featuring a comprehensive overview of the RIA and BD custodian market Watch here: https://lnkd.in/gj-d_5Mb cc Charles Schwab / Schwab Advisor Services
In this episode of the Fintech Impact Podcast, host Jason M. Pereira speaks with John O'Connell, MBA about the current trends and challenges in the advisor technology sector, exploring topics such as technology integration, #cybersecurity, the rise of #AI, and the need for standardized tech stacks in financial advisory firms. Listen here: https://lnkd.in/gjQ3Y6ug #financialadvisors #fintech #wealthtech
The latest edition of The Oasis Group's AI WealthTech Map features a whopping 73 #AI focused firms that specifically serve the #wealthmanagement industry! Our AI #WealthTech Map follows the sales cycle of a wealth manager by starting with prospecting, followed by writing assistants, note takers, proposal generation, AI assistants, investment research, next best action, compliance solutions, and more. Access the latest version of our interactive map here: https://lnkd.in/gtqXxw7G