$3B MFO embarked upon a path of multiple technology initiatives yet internal staff lacked project management skills and specific application expertise to effectively plan and synchronize the projects.
Oakbrook Solutions was engaged to develop a coordinated approach to all deliverables and establish related contract terms with the software vendor.
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, custodians and other industry service providers.
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, custodians and other industry service providers.
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