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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.
