We have developed a very unique method for clients and prospective clients to submit resource requests to us. Without providing any contact information, clients can submit a resource request and we will respond within 24 hours.
Business Process Management Solutions
Business Requirement & Specification Development
Platform Application Testing, Support & Training
Process Architecture, Workflow: Reengineering & Design
Trust Systems Conversions & Integrations
Vendor Search, Selection & Organizational Assessments
About Oakbrook Solutions
Since 2000, Oakbrook Solutions, Inc. has been a leading systems, process and delivery expert for the Wealth Management Industry. 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.
“We initially engaged Oakbrook to work with us to develop a broad, multi-year technology plan targeting key objectives in advancing advisor productivity and improving client experience, among others. Oakbrook’s knowledge of the industry and technology solutions, combined with objectivity and a methodical approach, helped us lay the foundation for growth and improved firm performance. They are a pleasure to work with and highly recommended for firms desiring help at either a strategic or tactical level.”
Vince Birley, CFP, AIF®
Chief Strategy Officer/Principal
Ronald Blue & Co.
“We engaged Oakbrook Solutions to help us evaluate a potential vendor to whom we would be outsourcing some of our critical functions. Oakbrook’s thorough assessment was essential to our due diligence process and ensured confidence in our ultimate decision. Oakbrook was able to provide us with an unbiased view of the vendor’s capabilities and likely saved us many hours of work and thousands of dollars with their assessment.”
Walton C. Jennette, Jr.
President & Chief Trust Officer
Aon Trust Company
“Working with Oakbrook brought our technology efforts into sharper focus. Oakbrook helped us see what we had with our data warehouse and with the experience and long tenure of our technology team. They confirmed some things we sensed. For example, that having a data warehouse left us better positioned than many of our peers. They also helped us prioritize our projects for the coming years and brought more attention to issues like scalability.”
Multi-billion dollar, multi-generational MFO
“Oakbrook has been a great partner in helping us define the best approach to broadening our wealth management business with trust services. The diligence they took in understanding our market, culture, and objectives was greatly appreciated. Our experience with them has been extremely positive, and as a result, we have maintained a relationship with them throughout our implementation process.”
Director, Wealth Management
ESL Federal Credit Union