One of the services that The Oasis Group provides is Cybersecurity Assessment and Implementation, which provides firms with an independent and third-party review of their cybersecurity program using leading best practices to assess risk.

​Through the firm’s enhanced cybersecurity assessment services, introduced within the last year, John O’Connell and his team at The Oasis Group use a 56-point checklist, which aligns with the Center for Internet Security (CIS) framework. The team delivers a comprehensive 40-50 page cybersecurity assessment that evaluates where the wealth management firm stands today and what can be done to improve its cybersecurity posture in the future. 

The Oasis Group is a leading consultancy in the wealth management industry, helping wealth management and financial technology firms create and focus on their unique value proposition to attract advisors and clients, and ultimately generate higher revenue. The Oasis Group offers award-winning consulting services, industry-leading research, and compelling on-demand training for wealth management firms and the service providers who serve the wealth management industry. With extensive leadership experience in both emerging businesses and mature, established organizations, founder John O’Connell and his team are passionate about helping financial services and technology firms solve their most complex technology and sales challenges, helping clients stay focused on their growth, generate more revenue through great sales processes, build fantastic products by understanding the market and competition, and provide amazing service to their customers and clients.