We were first in our industry to implement BPM (business process management) for client on-boarding in 2010 and have since added additional capabilities for RMD (required minimum distribution) for IRA management, service requests management, data quality exception management, and client activity management.  

Oakbrook Solutions provides a unique blend of business and technical expertise to assist your organization in developing a process architecture strategy or re-engineering your current workflows for optimal efficiency and integration across your enterprise.