Benefit from our ability to deliver value,
from strategy to execution.
Steve Randolph, a 30-year veteran of the Wealth Management industry, leads Oakbrook’s consulting practice with RIAs, banks, and independent trust companies to deliver and execute tailored solutions to a variety of strategic and tactical problems.
“It’s a great time to be serving the Wealth Management industry – assuming you like the challenge of staying ahead of the constant pace of change. As we work with firms across the regulatory spectrum – from SEC-regulated RIAs to state-regulated independent trust companies – I’m fascinated that our conversations are often about the same issues, regardless of the type of institution,” states Randolph.
- How do we create and deliver distinctive value to our clients in the face of market challenges and rapidly-evolving direct advice technology?
- What tools and services do we need to enhance advisor productivity and client intimacy?
- How can we effectively manage risk and contain costs as we grow organically or through acquisition?
- How can we deliver a singular client experience across multiple platforms and delivery channels with separate investment advisory and trust businesses?
Oakbrook Solutions provides answers to these questions and helps your firm put them into practice with hands-on execution.
Strategic Planning and Technology Roadmap Development
- Develop technology strategies to support your firm’s long-term
Business and Operational Assessments
- Step up operational performance to enhance client experience and
- System and operational integrations to increase data accessibility and staff efficiency
Technology Roadmap Development & Vendor Evaluation / System Selection
- Assemble the best mix of technology solutions and service providers
- Develop solutions to manage the challenges of growth through mergers
Technology & Operations Project Management & Implementation Support
Trust Solutions for RIAs Seeking to Expand Their Business With Personal Trusts