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CONSULTING
Tony Painter
Email Tony
Global Sourcing Solutions
Contract services, permanent placement and retained onsite recruitment. Providing priority domestic and international sourcing for our client’s projects while maintaining flexibility to adapt to our consultant’s and client’s needs.
Software Products and Solutions
Within the Product Development and Support division, custom solutions for applications and software solutions are offered.
Strategic Consulting and Implementations
Oakbrook has accumulated a total picture of the wealth management/trust, custody/global custody, and broker/dealer markets from both a business and technology perspective. By leveraging this knowledge base, Oakbrook can significantly assist our clients' wealth management objectives.
For clients that wish to enter or expand their wealth management business, Oakbrook can assist you in determining which market best fits your goals. For clients that are currently in the business and trying to determine where to go from here, Oakbrook can provide information and recommendations for moving ahead. Oakbrook can also work with a client to analyze and determine the best branding and marketing strategy for the target market desired.
Once the business direction is determined, Oakbrook can then assist with building and implementing operational and systems processes to enable your business decisions. This is done by using our project implementation assets, our global sourcing services, and technical application expertise to deliver your solution.
Family Office Solutions
The challenge in the Family Office arena is providing a very high quality, specialized service to Ultra High Net Worth (UHNW) individuals. Typically the functions performed by a Family Office are diverse and supported by many systems. They provide investment/trading, performance calculation, tax and partnership accounting, general ledger/cash movement, estate and succession planning to name a few.
Due to our broad and in-depth experience with Investment technology, Oakbrook can assist you with the integration of these various systems to achieve a high quality service delivery to your UHNW client. Oakbrook can provide Project Management and Business Analyst expertise. Oakbrook can also develop business processes and procedures to help you achieve an efficient operation.
In 1999, Rockefeller & Co. Inc. was embarking on an aggressive growth strategy and wanted to complete development of their system and fully integrate the components. This required the definition and development of various system enhancements for different business groups. While many of the underlying business components existed within the system, they were not coordinated from a business perspective nor were the disciplines to manage and service the system in place.
Oakbrook Solutions was engaged to complete the integration and implement the processes required to manage and service the system. This was accomplished by utilizing experienced staff to create and manage the project. Oakbrook completed system inventories and designed, developed, and tested functional enhancements. Oakbrook developed and implemented business workflows and procedures. During the course of the project Oakbrook developed an enhancement quality tracking system and implemented management strategies to control and meet the needs of its very diverse and expanding user base. These processes are in place today.
Vendor Evaluation and Selection
Oakbrook provides a standard project plan and database to facilitate the successful selection of software or outsource providers through an RFP process. The project plan is defined by Oakbrook and the client is led through the process of system or outsource provider selection in a fixed timeframe and cost range. Oakbrook has created a database of function points related to trust accounting and portfolio management systems that is leveraged to reduce the time and cost of the project. All correspondence with potential vendors is electronic which increases the likelihood of timely and accurate responses. The client is also able to draw on the knowledge of the market that Oakbrook brings. The principals within Oakbrook have been in this business for over 40 years combined.
Project Services and Solutions
Oakbrook provides a variety of project services to facilitate the successful implementation and integration of software. Here are some of the services that are offered:
- Project Management and PMO
- Audits
- Planning and Development
- Business Analysis
- Quality Assurance and Testing
- Urgent Project Intervention
Enterprise Risk Management Solutions (ERMS)
Oakbrook recognizes the risk management and compliance challenges that wealth management firms face today. In the pursuit to find innovative and fully integrated solutions to its clients, Oakbrook has created an exclusive partnership with a UK based firm, Corporate Governance Consultancy Limited (CGC). CGC maintains a methodology and product branded CARE2004 that Oakbrook has a license to market and sale in the US. Oakbrook wrappers business process services, project management disciplines, and the CARE2004 product into a solution entitled Enterprise Risk Management Solution (ERMS).
With ERMS, clients can move from “We Think” to “We Know” related to their risk management solution.
Client Transition Management
The Client Transition Management practice offers consulting services with community and emerging regional banks in mind. Leveraging our extensive experience working with large institutions, Oakbrook can tailor these services to an individual client’s specific situation.
Please contact us for more information on this unique set of offerings.
These are the same basic services that will be bundled with our software products, but they are available for engagements with your custom application as well.
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