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CLIENT ENGAGEMENT SUMMARIES
Oakbrook Solutions Inc., has been engaged to perform a number of assignments for its clients. The examples below provide a brief description of several of these assignments:
• Managed development of a trust accounting platform consolidation project for a large New York Based bank.
• Providing contract programming support to a global private bank.
• Engaged by a well known New York Wealth Management company to complete and implement a proprietary fully integrated Wealth Management System (Trust, Portfolio/Trading System, Global, Performance Measurement, General Ledger).
• Engaged by a well known Asset Management Systems provider to develop and implement a client implementation tool.
• Engaged with a large International Client to develop and implement a new trust and custody product.
• Developed standard implementation processes and tools for Trust Systems, Defined Contribution 401(k) Systems and Portfolio Management Systems.
• Engaged by major New York Based bank to facilitate major acquisition.
• Engaged by major industry services provider to assist in the development of strategy and planning for major development initiatives.
• Provided project management and business analysis consulting for a retail bank broker/dealer correspondent clearing conversion.
• Provided a business analyst to coordinate review and functional documentation of an in-house brokerage multicurrency trading system.
• Engaged by major industry services provider to provide Business Analysts for the design of their Global Investment Processing Platform.
• Engaged by major industry services provider as preferred provider for maintaining vendor's system Best Practices and participating in vendor's conversion projects.
• Engaged by major industry services provider to provide Business Analyst resources for ongoing development.
• Provided project management services for large banks and corporations for new system implementations, mergers and acquisitions.
• Engaged by a trust accounting and custody vendor to provide multi-currency accounting related to statement delivery and posting of ledger entries.
• Engaged by a trust accounting and custody vendor to provide global securities processing and multi-currency accounting knowledge and expertise related to global statement creation for clients.
• Providing business analysis and QA services to a wealth management company in support of their daily business.
• Engaged by a well known regional bank to provide project management for extensive evaluation and selection of a trust accounting, portfolio management, and back office outsourcing total solution.
• Engaged by a well known Asset Management Systems provider to develop and manage the RFP process across 25 vendors and 35 clients for a Portfolio/Performance Measurement System.
• Participated on behalf of 6 major bank clients as a respondent and or generator of various Trust System RFPs.
• Engaged by a highly-respected Houston area regional bank that was in the process of acquiring a local trust company for outsourcing vendor evaluation and selection coordination, overall executive project management, permanent operations management sourcing, and conversion management and implementation assistance.
• Engaged by a premier Asset Management Systems provider to implement a web based solution for system report delivery.
• Engaged by both a well known New York and Charlotte bank to develop and implement SWIFT messaging interfaces to support STP processing direction. Both institutions are using this as an entry point into STP processing and are realizing new efficiencies and cost savings related to the implementation.
• Provided a contract programming resource to a wealth management company that eventually became a permanent placement of staff.
• Assembled a team of four consultants to research, reconcile and determine mutual fund break point claims.
• Recently completed contingency searches include: a retail brokerage compliance officer, reconciliation and control manager for an international trust company, and a senior project manager for a trust software vendor.
• Provided vendor specific experts for post-conversion trust operations cleanup.
• Provided onsite recruiting services for a major industry vendor.
• Provided a large number of staff in a system and operation transition scenario. Existing staff migrated to the new application and Oakbrook provided staff to backfill in the system that was being retired.
• Provided income collection and settlement knowledge at the supervisor level in trust operations for 2-3 months. Client desired an application specific resource and Oakbrook found the appropriate resources that needed no training.
• SEI Investments engages Oakbrook to provide exclusive onsite recruiting services for permanent and contract employees as part of the Global Investment Processing Platform team and the SEI Private Trust Co.
• SEI Investments engages Oakbrook to provide Business Analysts for the design of their Global Investment Processing Platform.
• Bank of America expands use of AM TRUST SWIFT interface to support trade order flow for all internally managed accounts utilizing integration with the Security APL Checkfree application.
• JP Morgan Chase expands use of AM TRUST SWIFT (Hyperlink to Technology Products and Services Page)interface to include all internally managed accounts trade order flow.
• SEI Investments deploys Report2Web to publish and electronically distribute documents over the Web.
• JP Morgan Chase Global Investor Services signs outsourcing agreement with Oakbrook. Oakbrook will support the daily maintenance and production support of AM TRUST resulting in staff redeployment and cost reductions.
• Rockefeller and Co. engages Oakbrook to provide assistance related to completing the implementation of a new trust accounting and portfolio management system.
• Contracted with a client bank to assist in the transition of Trust and Brokerage accounts between platforms.
• Contracted with a West Coast client to construct requirements for a new Mutual Fund control and reporting platform.
• Contracted with a Northwest wealth management firm to assist in a vendor product solution search.
• Engaged by a major regional bank to deliver a 5500 split year regulatory reporting solution.
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