Financial Technology Consulting, Coaching, and Content for Top Wealth Management Firms
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Exclusive Resources Compiled for T3 Attendees
WHITEPAPER
Next Best Action Technologies Make One-to-One Engagement Possible
Find out how to leverage technology to deliver the hyper-personalized experiences modern clients demand – at scale.
CASE STUDY
Breakaway RIA Technology Selection and Implementation
See how Oasis Group helped a breakaway RIA take control over their clients’ data and implement new tech while remaining focused on growth.
CASE STUDY
Compliance Electronic Archiving for a Wealth Management Firm
When a wealth management firm needed an alternative vendor, Oasis Group managed contract negotiations and historical data migrations while saving the firm 40%.
CASE STUDY
Analysis Data Warehouse for Investment Management Firm
The Oasis Group analyzed our clients needs, developed requirements documents, led vendor selection, and managed the data warehouse project.
Meet John O’Connell, Founder of the Oasis Group
With more than 28 years of experience leading both emerging businesses and mature, well-established organizations, John founded the Oasis Group to help financial services and technology firms enjoy sustained growth and success through hands-on consulting, coaching and content resources.
Connect with John:
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LinkedIn Page |
John-OConnell.com |
Leverage the Oasis Group’s Insights, Services and Expertise
Product and Services Strategy
We evaluate and gather expert feedback on your product to determine product market fit, help you differentiate your product and services, assess software useability and enable product roadmap prioritization.
Market Penetration Approach
Our experts calculate your addressable market, perform market segmentation and competitive analysis, develop a Competitive Battle Card and recommend ongoing demand generation tactics.
Sales Approach
We identify your unique value proposition, determine your direct sales strategy and develop product pricing and discounting recommendations, as well as establish distribution channels, create qualifying questions and objection handling strategies, and empower you with a proven sales process.
Client Lifecycle and Key Transitions
We work with you to optimize your critical client lifecycle processes, including lead to prospect, prospect to proposal, proposal to client onboarding and client onboarding to client service, as well as the ongoing client experience.
Transformation Program Execution
To ensure a smooth transformation program, we assist with technology evaluation, selection and implementation, and help you understand the possibilities of your data, including how to leverage it for growth. We also work with you on cybersecurity planning and implementation.
