Luminaries 2024 Finalist - The Oasis Group: Thought Leadership and Education Consultants 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: Thought Leadership and Education (Consultants)

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.

John O’Connell is a respected thought leader, expert, and speaker in the wealth management industry. The Oasis Group produces a plethora of resources and educational content, including monthly newsletters, bylined articles, white papers, webinars, think tanks, interactive maps, and more. O’Connell is a go-to source that’s regularly quoted in industry and national publications, is a frequent guest on popular industry podcasts, and a highly sought after speaker at industry conferences.

The Oasis Group publishes monthly Vantage Point newsletters / articles that are sent out to the firm’s audience of 23k subscribers, covering topics ranging from wealthtech, AI, cybersecurity, data management, practice management, activist investing, alternative investments, social media, marketing, sales, M&A, and more. O’Connell regularly publishes bylined articles in his column in Advisor Perspectives by VettaFi, as well as other respected industry publications. He regularly leads and participates in educational webinars, and also produces in-depth white papers, in partnership with industry publications, fintech firms, and/or other thought leaders and consultancies.

WealthManagement.com and The Oasis Group formed a partnership in 2023 to create CTO Think Tanks at Wealth Management EDGE Conferences, where c-suite executives from firms with over $1 billion in assets collaborate on technology initiatives. The Think Tanks focus on various technology trends, cybersecurity, data governance, AI integration, and operational efficiencies, aiming to stay ahead in the competitive financial advisory landscape. The Think Tanks end up spawning an in-depth white paper with top takeaways and insights from the discussion, as well as a webinar recap of the Think Tank and white paper.

In the fast-evolving landscape of wealth management, artificial intelligence (AI) is poised to be the next game-changer. It promises not just incremental improvements but a profound transformation of how wealth management firms operate, attract clients, and deliver services. Wealth management firms can unlock new levels of efficiency, personalization, and client engagement by adopting AI.

That’s why, in July 2024, The Oasis Group released the first edition of their AI WealthTech Map, a resource that financial advisors and wealth management firms can use to discover leading artificial intelligence solutions and AI-focused firms serving the wealth management industry. The Oasis Group identified 55 leading technology firms that specifically serve the financial services industry for inclusion in the map. The firms are not existing wealthtech solutions that are developing AI capabilities – these firms are AI first and were built to support the wealth management industry.

The 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, and compliance solutions – categorizing each of the solutions and providing all the tools that a financial advisor would need to convert a prospect into a client as efficiently as possible.

The map is fully interactive, with logos hyperlinked to each of the firm’s websites to learn more. It is free to access on The Oasis Group website and will be updated nearly every month with the newest and best solutions for the wealth management industry.