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MARKETS SERVED

* Wealth / Investment Management
* Private Banking
* Trust and Custody
* Retirement Services
* Registered Investment Advisors
* Family Office
* Broker / Dealer

Oakbrook and Appian announce partnership to deliver WealthWorx®  Process Solutions for Wealth Management

 


   YOUR STRATEGY AND EXECUTION PARTNERS FOR
   WEALTH MANAGEMENT SOLUTIONS

   From Strategy through Execution, Oakbrook Solutions provides Expert Services to assist    Wealth Management firms with all aspects of their business including:

   Business process management, systems integration, Trust company start-ups, acquisitions,
   new products or services and global market entry.


        Our skilled analysts, project managers, and in-depth experience with all major vendor systems         combined with business, operations management and development expertise will enable your         organization to accomplish these and many other objectives!

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GLOBAL SOURCING SOLUTIONS

Craig Cook

Email Craig

Our sourcing model is unique in the respect that we integrate solutions to business problems with adjunct staffing. This means that we:

  • Recognize the client may need full time employee resources from our staff to support the ongoing business solution that we have been part of or have implemented through our Solutions business.
  • Understand that the client may simply need short-term assistance and therefore want a pure consulting model.
  • Provide our clients with the option to "try and buy" staff we provide as part of a solutions project. We are also unique from a staff perspective in the way we treat our staff and projects. This means that we:

Define specific deliverables for each client project before a contract     is signed.
Develop a staffing support strategy for new business solutions at the     outset of our projects.

Global Sourcing Solutions executes Search and Consulting Services that provide specific, expert resources in a variety of environments:

  • Business, systems and operations
  • Vendor specific expertise
  • Research and reconciliation
  • Staffing backfill
  • Conversion support

This translates into absolute flexibility and control for our clients who can:

  • Leverage our contacts and experience to locate unique skills.
  • Hire our staff at the conclusion or during a project.
  • Utilize this service to recruit full time staff.
  • Create a total organizational solution on a "try and buy" basis.
  • Minimize the risks and costs of recruiting full time staff.

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