Oakbrook Solutions

Financial Services, Consultants, Accounting Services · 51 Employees
  • Overview
  • Employees
Access 37 Verified Employees Profiles for Oakbrook SolutionsUnlock Free Contacts Now
About
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)
Year Founded
2000
Social Media
Linkedin
Industry
Financial Services, Consultants, Accounting Services
HQ Location
500 W. 5th Street, Ste 800 PMB Winston-Salem, NC 27101, US
Keywords
BPMBusiness Req. & Specification Dev.Data ConversionsIntegration SolutionsOperation BackfillPlatform App. Testing Support & TrainingProcess ArchitectureWorkflowTrust Systems Conversions & IntegrationsVendor Search
Location
  • 500 W. 5th Street, Ste 800 PMB Winston-Salem, NC 27101, US

Email Formats

Sign up for free credits and discover verified email addresses of Oakbrook Solutions
FormatExamples
first + last
andywarhol@oakbrooksolutions.com
first_initial + last
awarhol@oakbrooksolutions.com
first + last_initial
andyw@oakbrooksolutions.com
first
andy@oakbrooksolutions.com
last
warhol@oakbrooksolutions.com
Get Verified Emails for 37 Oakbrook Solutions Employees

Frequently Asked Questions

Learn More about Oakbrook Solutions
Key Contacts

Similar Companies

Financial Services, Consultants, Accounting Services

Get key business info for Oakbrook Solutions and other 100M companies. Start your seach.

No Credit Card Needed. By signing up, you understand and agree to Futern's Terms and Policy.