Oakbrook Solutions

Financial ServicesNorth Carolina, United States51-200 Employees

Oakbrook Solutions, Inc. is a leading consulting and services firm for the Wealth Management industry serving banks and trust companies, RIAs, single and multi-family offices, private banks, retirement plan providers, custodians and other industry service providers.

We provide consulting and staffing solutions and services that solve problems commonly faced within our industry. Our services and solutions are focused on helping our clients make better decisions, deliver high quality customized service, increase efficiency, and reduce risk.

Achieving these objectives are complicated by proliferation of software applications, increased data aggregation needs, growth in product and organizational complexity, and heightened standards of quality, regulatory compliance, and internal controls.

We use our expertise and commitment to our clients to develop custom service and solution offerings that address these challenges in order to drive growth and success.

Services and Solutions:

•	Execution Services
•	Structured Procedure Design (SPD)
•	Business Strategy
•	Technology & Operational Assessments
•	Vendor Search & Selection
•	Technology Roadmaps
•	Implementation Planning
•	Process Re-Engineering & Workflow or Business Process Management (BPM)

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