The Oasis Group

Register for this upcoming webinar hosted by WealthManagement.com and The Oasis Group, scheduled for Monday, July 22nd at 2pm ET, as John O'Connell, MBA, Shannon Rosic of WealthManagement.com, Michelle Feinstein of Salesforce, and Perry Rotella of Box discuss the major themes and findings from the CTO Think Tank held at the 2024 Wealth Management EDGE Conference. Learn more and register here: https://lnkd.in/gYVAMmk8

More commentary from John O'Connell, MBA on the Bain Capital acquisition of Envestnet, Inc, this time in Family Wealth Report: “Bain will certainly restructure the firm after the acquisition. This will likely lead to more leadership changes based on the restructuring. Bain is very likely to sell off underperforming business units, such as Yodlee. They may also consider breaking up the firm to separate the technology solution and the TAMP solution. These lines of business have very different return expectations.” Read more: https://lnkd.in/gjjR-xwH

The deal that I discussed yesterday closed after the article was posted. Congratulations to Bain Capital and the team at Envestnet, Inc!

John O'Connell, MBA weighs in on the news about Envestnet, Inc being sold to Bain Capital in this FA Upside article from The Daily Upside: “This transaction turns the page on several tumultuous years for Envestnet. Bain would not invest in Envestnet if they did not feel that their investment will have excellent returns." Read more: https://lnkd.in/gAyuWbSk

Check out the latest article from John O'Connell, MBA published in Advisor Perspectives by VettaFi, providing #cybersecurity guidance for #financialadvisors and financial services professionals. With cyber threats on the rise and increasingly sophisticated, it’s essential that advisory firms provide comprehensive cybersecurity guidance to help protect their clients and their money. This article outlines the key steps and best practices advisors should take to become trusted advisors in the realm of cybersecurity. Read more: https://lnkd.in/g9w4T3yW

The Oasis Group's John O'Connell, MBA was featured in this article in Financial Planning covering top #AI tools for the #wealthmanagement industry picked by wealth leaders, where he highlights AI-powered writing assistant Jasper.AI: "Jasper.AI's brand voice allows wealth management firms to load positioning and strategy documents and automatically uses them to create more strategic alignment to your firm's brand in every output." Read the rest of John's comments and find additional AI tools here: https://lnkd.in/ep_Db6XT

Are you prepared for the evolving threats facing the #wealthmanagement industry? Check out this insightful webinar led by John O'Connell, MBA of The Oasis Group and Steven Ryder of Visory as they delve into the most pressing #cybersecurity challenges impacting #financialservices firms. Watch the webinar replay here: https://lnkd.in/gYV5t9jE

The Oasis Group was named a Finalist in the 2024 WealthManagement.com Industry Awards in the Technology Disruptors category, thanks to our Cybersecurity Assessment Services! We've developed an approach to #technology and #cybersecurity that’s proven incredibly effective within the #wealthmanagement space, where John O'Connell, MBA works closely with firms to understand the technology they use to run their firms and provide recommendations for improving their tech stack and cybersecurity efforts. Our enhanced cybersecurity assessment services include a 56-point checklist, and our 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. Learn more about our cybersecurity assessment services here: https://lnkd.in/gq9atrty And learn more about the #Wealthies and see the rest of the finalists here: https://lnkd.in/gTD76jAp

Our next CTO Think Tank webinar with WealthManagement.com is coming soon! In the meantime, check out the replay of our last CTO Think Tank webinar held earlier this year, where we discuss how to increase client retention with technology, how firms are harnessing the power of data to make better business decisions, where firms are investing in AI, and more. Watch the replay here: https://lnkd.in/gE3YwfDP

The Oasis Group's John O'Connell, MBA was featured in this article from Family Wealth Report covering the hottest #AI use cases for advisors, where he explains how AI note-taking apps can cut post-meeting time by as much 70% for #financialadvisors. He also discusses #datasecurity and privacy, compliance and #cybersecurity considerations, and more. See John's full comments here: https://lnkd.in/gs6TyTzi