The Oasis Group
HQ Address
Fort Mill, SC, United States
Website Address
Business introduction
World Class Solutions to the Most Complex Business Challenges
Hands-on consulting and advisory services for wealth management and wealth technology firms
John O’Connell founded the firm in 2019 with the goal of helping companies and leaders with their technology and revenue generation challenges. He assembled a fantastic team of seasoned professionals who are experts in their fields.
The whole team at The Oasis Group wants to help you to take your organization to the next level of performance, whether your firm is a start-up, emerging business, established firm, or publicly traded enterprise.
The Oasis Group Solutions
The Oasis Group – Peaks Research
Peaks research for AI prospecting tools The fourth study of our Peaks Research series evaluates the role of AI Prospecting Tools in the wealth management sector – specifically analyzing their impact on RIAs and BDs – and provides an in-depth analysis on the leading five AI Prospecting Tools. Peaks research for wealth......
business needs
- Business Strategy & Advisory
- Market Analysis, Understanding & Sizing
- Qualitative & Quantitative Research
The Oasis Group – Services
Wealth management firm services Cybersecurity assessment and implementation Our cybersecurity assessment provides firms with an independent and third-party review of your cybersecurity program using leading best practices to assess your risk. Advisory technology assessment and implementation We review processes from lead to annual meeting, overlay existing technologies, identify areas for improvement, and recommend solutions......
business needs
- Business Strategy & Advisory
- Technology Evaluation & Selection
- Technology Implementation & Management
