John O'Connell, MBA
John O'Connell is founder and CEO of The Oasis Group, an award-winning consultancy and research firm serving wealth management firms nationwide. O'Connell has more than 30 years of leadership experience in financial technology and wealth management, including North American leadership at Oracle, fintech CEO and president roles and participation in IPO and M&A transactions.
He is the creator of the AI WealthTech Map (100+ firms), the developer of the Oasis AI Readiness Index and is recognized as a leading independent voice on AI adoption in wealth management.
O'Connell is regularly featured in Barron's, Wealth Management, Financial Planning, ThinkAdvisor, InvestmentNews, Family Wealth Report and other leading publications and has been recognized for his thought leadership in many industry-leading awards programs.
Email: Hello@theoasisgrp.com | Website: theoasisgrp.com
Latest articles by John O'Connell, MBA
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How Google AI Tools Can Give Financial Advisers the EdgeIf your advisory firm uses Google Workspace, you're in a good position to adopt its AI tools to boost productivity and cut costs, with some key provisos.
By John O'Connell, MBA
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Why Financial Advisers Will Benefit as Google Shakes Up Financial ResearchGoogle's free, AI-powered financial research platform is going up against established providers, giving advisory firms more options for research and analysis.
By John O'Connell, MBA
