AI is moving fast in wealth management, but most Advisors still aren’t ready In this episode of The WealthTech Podcast , Host Mark Wickersham sits down with John O’Connell, Founder of The Oasis Group, to break down what’s really happening at the intersection of AI, data, and modern wealth tech infrastructure. From dirty data and disconnected systems to the rise of AI-first platforms, this conversation gets into what advisors and family offices must do now to stay competitive. 🔑 What You’ll Learn: ✅ Why bad data = bad AI outcomes (and how to fix it) ✅ Why firms need to own their data ✅ The shift from AI tools → AI agents → digital workers ✅ How to think about AI adoption, compliance, and ROI ✅ Why integration and workflows will make or break your tech stack 🎥 Watch on YouTube: https://youtu.be/ArQ63f2wPWo 🔔 Subscribe for more insights: www.youtube.com/@TheWealthTechPodcast 📢 Connect with Us: 🔗 John O'Connell: https://www.linkedin.com/in/johnokoconnell/ 🔗 The Oasis Group: https://theoasisgrp.com/ 🔗 Mark Wickersham: https://www.linkedin.com/in/markwickersham/ 🔗 Asseta AI: https://www.asseta.ai/ About John O'Connell John is a thought leader in AI, best practice workflows, WealthTech, data, and cybersecurity in the wealth management market. I am a keynote speaker at numerous industry conferences about AI, technology, and sales. I've written a bestselling book and has been in the FinServ and FinTech spaces for over 3 decades. John's hobbies include tabletop gaming, completing puzzles or models, xBox gaming, or just reading a great book when not at work. About The Oasis Group The Oasis Group assists enterprise RIAs, RIA Aggregators, Broker-Dealers, Trust Organizations, and Family Offices solve their most complex growth challenges. We bring best practice workflows, the industry's leading AI knowledge, and deep experience in wealth technology, data, and cybersecurity to our customers. Our thought leadership includes our award winning research, AI WealthTech Map, 170,000+ subscriber newsletter, twice monthly webinars, and my articles in industry publications. Please check out my firm at www.TheOasisGrp.com and my book at . About The WealthTech P About The WealthTech Podcast: The WealthTech Podcast is bi-monthly family office technology and best practices focused podcast hosted by family office technology expert Mark Wickersham. Mark interviews the movers and shakers in the family office and wealth management industries sharing their years of experience and insights into the topics that are important to the industry. The podcast is produced by Brad Oliver. The WealthTech Podcast is brought to you by the generous support of Asseta AI. About Asseta AI Asseta AI is The Intelligent Family Office Suite™, a purpose-built accounting and bill pay platform designed for family offices managing complex, multi-entity wealth. Asseta AI brings modern architecture and intuitive design to a market long underserved by traditional enterprise systems. To learn more please visit www.asseta.ai Disclaimer The information provided on The WealthTech Podcast is for informational and educational purposes only and should not be construed as financial, legal, or investment advice. All opinions expressed by guests and hosts are their own and do not reflect the views of their employers, affiliated organizations, or sponsors. The WealthTech Podcast makes no representations as...
