The pace of change is accelerating. We’ll help you move faster.
And they’re crucial.
Oakbrook 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, law firms, custodians and other industry service providers.
Our solutions and services, which solve problems unique to Wealth Management, equip our clients to make better business and technology decisions, deliver high-quality customized client service, boost efficiencies, and reduce risk. We bring decades of direct industry leadership to bear on the issues you face in moving your company forward.
We usually respond within 24 hours
Can technology and process re-engineering help us create a more seamless client experience across our bank, RIA, or broker-dealer channels?
How can we use technology to create a unique and sustainable advantage in how we serve clients?
What technology and operational changes will help us scale our business, and at the same time manage costs and risk?
As our business gets more complicated and competitive, our technology and other service providers can’t seem to keep up.
What should we do? Drawing on deep technological expertise, extensive vendor knowledge, and decades of experience serving wealth management from the inside, Oakbrook equips clients to make decisions like these with confidence and execute them soundly.
We take a fiduciary stance as your advocate.
We craft our approach and recommendations based upon what works best for your firm.
We’ve accrued valuable experience and insights by throughout our history of helping solve unique challenges.
Many firms can give you advice, but very few can successfully help you implement.Oakbrook is among these few.
Aggressive plans to expand geographically and into new service segments
Outgrown operational and technology framework
Multiple technology initiatives with need for project management
Outgrowing technology and operational infrastructure
Infrastructure build to facilitate major expansion
Partner, build, or acquire which is the optimal approach?