Luminaries 2024 Finalist - The Oasis Group: Industry Disruption Firm Award

Congratulations to all the 2024 ThinkAdvisor Luminaries Finalists!
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At Impact Communications, we are thrilled to work with such amazing thought leaders and innovative firms.
The Oasis Group, profiled below, is an exemplary firm and deserves this recognition and more.​

Firm Award: Industry Disruption

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. 

Cybersecurity and technology go hand-in-hand, and O’Connell has cracked the code on helping wealth management firms understand their cybersecurity obligations, risks, and standards. The problem is, most firms don’t have the internal infrastructure to identify or address issues in a timely manner, which is why The Oasis Group has developed an enhanced system for helping firms achieve their data protection goals and obligations.

Since 2019, The Oasis Group has showed a steadfast commitment to empowering firms and enhancing client experience through strategic technology implementation by upholding three core goals:
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1. Equip advisors with in-depth training and resources on future trends
2. Provide clients with customized solutions for efficient operations and scalability
3. Drive measurable growth through technology utilization and compliance

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The Oasis Group consistently demonstrates a commitment to excellence, as evidenced by its high satisfaction and loyalty. Their ability to earn high marks speaks to its strong reputation for reliable and trustworthy services that are essential for complying with regulations and maintaining secure operations.