Financial Services:
Internal Competition and Your Clients

Internal competition within Wealth Management organizations can not only create a poor working environment, it can also hinder company growth. In most Financial Services Institutions, Business Development Officer’s from different departments are chasing the same client assets.

Read More

Time to Keep Your Clients

At Oakbrook, we believe that the account onboarding experience should be as seamless as possible, heavily integrated with the back-office systems and with the ability to be monitored by management.

Read More

CRM Applications – Their Time Is Now

When clients hear the word CRM (Customer Relationship Management) they cringe. The term (which started in banking as CIF), has come to be associated with overblown expectations, more administrative work, and oversight by management who may lack an understanding of the CRM system itself.

Read More

Subscribe to our RSS feed and social profiles to receive updates.