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The Oasis Group, an award-winning consultancy and leading voice on artificial intelligence in the wealth management industry, recently released the Oasis AI Readiness Index™, the industry’s first maturity benchmark built exclusively for fiduciary wealth management firms, trust firms, and family offices. The AI Readiness Index utilizes a two-axis maturity model that measures both governance control and technology sophistication across 70 diagnostic questions. Most wealth firms don’t lack AI ambition – they lack a way to measure whether their adoption is safe, compliant, and sustainable. Generic enterprise AI frameworks ignore the unique regulatory and fiduciary requirements that RIAs, broker-dealers, trust companies, and family offices face every day. The result? A dangerous blind spot. Firms with advanced AI tools but weak governance are one incident away from a compliance crisis. Firms with strong policies but no technical capability are falling behind competitors who move faster. Neither type knows where it stands – because until now, there was no way to measure both dimensions. Originally posted on Business Wire on March 4, 2026. Read the full article here. The Oasis Group, a leading consultancy for the wealth management industry, recently released a new white paper titled ‘CRM Selection in Wealth Management: Beyond the Build-vs-Buy Decision’, sponsored by Practifi, a CRM built specifically for the wealth management industry. The white paper reframes CRM decisions for financial advisory firms around implementation timeframes, workflow alignment, and long-term data architecture, rather than relying on feature checklists alone. It highlights how CRM selection in wealth management has evolved beyond the traditional build-versus-buy debate into three distinct paths: generic enterprise platforms, niche wealth management CRMs, and purpose-built solutions that aim to combine the strengths of both. Originally posted on Business Wire on February 11, 2026. Read the full article here. The Oasis Group, a leading consultancy for the wealth management industry, recently launched a new research report on Artificial Intelligence (AI) Prospecting Tools, sponsored by AdvisorEngine Inc.®, a provider of a complete wealth management platform for investment advisory firms. The comprehensive report evaluates the role of AI Prospecting Tools in the wealth management sector – specifically analyzing their impact on Registered Investment Advisors (RIAs), family offices, broker-dealers (BDs), trust organizations, and their financial advisors – providing an in-depth analysis on the leading five AI Prospecting Tools: Aidentified, Catchlight, Finny.ai, TIFIN AG, and Wealthfeed. “As AI-driven tools continue to reshape financial services, this study examines AI Prospecting Tool effectiveness on identifying new prospective clients, the ability to connect with and attract those prospects, and improve the advisor’s sales productivity,” said John O’Connell, founder and CEO of The Oasis Group. “The rapid adoption of AI in wealth management has been driven by a need for greater automation, compliance, and client engagement. AI Prospecting Tools have emerged as a critical capability, promising to reduce time to connect with prospective clients, as well as increase the accuracy in attracting the right prospects for the specific firms.” Originally published on Business Wire on October 21, 2025. Read full article here. The Oasis Group, a leading consultancy for the wealth management industry, recently released a new research report on Wealth Platforms serving the wealth management industry. The comprehensive study evaluates the role of wealth technology platforms in how wealth management firms serve clients and examines 10 of the top platforms serving the wealth management community: Addepar, Advisor360°, AdvisorEngine, Advyzon, d1g1t, Envestnet, Masttro, Orion, Private Wealth Systems, and SS&C Black Diamond. Collectively, these platforms represent over $25 trillion in assets under administration. The goal of the Peaks Research for Wealth Platforms, which is the third research report in The Oasis Group’s Peaks Research series, is to review the leading wealth management platforms based on The Oasis Group’s experience working with Registered Investment Advisor, Broker Dealer, and Family Office firms, with the intent being to educate the wealth management buyer. Originally published on Business Wire on July 9, 2025. Read full article here. The Oasis Group and AdvisorEngine Release Research Report on Artificial Intelligence Note Takers4/23/2025
The Oasis Group, a leading consultancy for the wealth management industry, recently launched a new research report on Artificial Intelligence (AI) Note Takers, sponsored by AdvisorEngine Inc.®, a provider of a complete wealth management platform for investment advisory firms. The comprehensive report evaluates the role of AI Note Takers in the wealth management sector – specifically analyzing their impact on financial advisors and their teams – and provides an in-depth analysis on six AI Note Takers. This research, which is the second research report in The Oasis Group’s Peaks Research series, assesses how these applications perform in real-world advisory environments, their integration with existing technology stacks, and their ability to support financial professionals in delivering personalized, high-value client service. Originally published on Business Wire on April 23, 2025. Read full article here. The Oasis Group launched a new research series called Vantage Point Peaks, which provides in-depth reports and competitive analysis on a range of service providers in the wealth management industry. The reports are designed to help wealth management firms become more informed buyers when breaking away or looking for new wealthtech solutions. “We’re so excited to bring our new research series to the marketplace,” said John O’Connell, founder and CEO of The Oasis Group. “Vantage Point Peaks will give wealth management firms a leg up when determining which service providers are the right fit for their firm. This research will save firms significant time when generating their short list of custodian providers.” Originally published on Business Wire on August 27, 2024. Read full article here. The Oasis Group released 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. Originally published on Business Wire on July 17, 2024. Read full article here. |
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