Webinar Registration

AI Note-Taking Tools for Financial Advisors:
Insights from the Oasis Group's 2025 Report
Date:
Duration: 75 minutes
John O'Connell
John O'Connell
Founder and CEO The Oasis Group

John is the Founder and Chief Executive Officer for The Oasis Group. A firm specializing in helping wealth management and technology firms to solve their most complex challenges. The Oasis Group helps firms with technology selection and implementation, sales processes and strategy, and processes to attract, sell, propose, onboard, and service new clients. John holds a Bachelor of Science degree in Computer Science & Mathematics from the College of Staten Island and an MBA in Finance from Rider University.

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In an era where efficiency and compliance are paramount, AI-powered note-taking tools have emerged as transformative resources for financial advisors. The Oasis Group's recent research, sponsored by AdvisorEngine, delves into how these tools can enhance advisor productivity, client engagement, and regulatory adherence.

Join us for an enlightening webinar led by John O'Connell, Founder and CEO of The Oasis Group, as he presents key findings from the 2025 report. This session will explore the capabilities of leading AI note-taking applications, including FinMate, GReminders, Jump, Mili, Zeplyn, and Zocks, and their integration into advisory practices

What You'll Learn:

  • The impact of AI note-takers on streamlining client interactions and reducing administrative burdens.
  • Comparative analysis of top AI note-taking tools based on real-world advisory scenarios.
  • Best practices for integrating AI note-takers into your existing tech stack.
  • Insights into how these tools can support compliance and enhance client service delivery.

 

Who Should Attend: Financial advisors seeking to leverage AI for improved efficiency. Wealth management professionals interested in the latest fintech innovations. Compliance officers aiming to understand the regulatory implications of AI tools.