Fintech Impact

In this episode of Fintech Impact, Jason Pereira speaks with John O'Connell, CEO of the Oasis Group, about the current trends and challenges in the advisor technology sector, particularly focusing on the U.S. market. They explore topics such as technology integration, cybersecurity, the rise of AI, and the need for standardized tech stacks in financial advisory firms. John shares his experiences and insights while discussing the impact of technology on RIAs andthe future role of AI in enhancing efficiency and client service in the industry.Episode Highlights:00:11: Introduction to the 350th episode with guest John O'Connell, focusing on the advisor technology space.00:51: Introduction to Oasis Group's role in investment advisory technology.01:02: Explanation of Oasis Group's services, including technology assessments, cybersecurity, and data analytics.01:55: Discussing how Oasis Group acts as an outsourced CTO and consultant.02:31: Exploring trends in U.S. advisor technology for 2024, including private equity