Execution Services

Execution Services

Services

BUSINESS REQUIREMENT & SPECIFICATION DEVELOPMENT

Oakbrook Solutions can seamlessly integrate to our clients’ standards for business-requirement development, and we are uniquely positioned to work with our clients to build detailed specifications for development.

DATA CONVERSIONS

From data mapping one system to another, data delivery and consolidation, or integration for reporting, Oakbrook Solutions brings the unmatched expertise of working with every major vendor.

INTEGRATION SOLUTIONS

Integration is a critical component of an effective operating platform. We are familiar with most software applications in our industry and have worked with many of them while running integration projects. This experience equips us to deliver specific integration expertise, tactically applied, and lead integration efforts for our clients.

PLATFORM APPLICATION TESTING SUPPORT & TRAINING

Since Oakbrook was built on the need to adapt to change in our industry, like mergers and acquisitions, we have gained significant experience in testing for conversions and in the required training. Oakbrook can provide a wide range of assistance, from taking the lead on testing and training, executing training programs, and support for post implementation needs.

PROJECT MANAGEMENT

Oakbrook provides all aspects of project management. Depending on our clients’ needs, we can leverage our own implementation methods and project templates or integrate with a client and vendor’s PMO. We can manage at the highest level – for strategic platform implementations – or the lowest level, where we’d manage a sub-system implementation or new application releases.

Our project managers come either PMP certified and/or bring over 15 years of proven project-management experience working with various industry and client standards.

CHANGE MANAGEMENT

Periodically our clients just need some leadership to assist them in enabling change in their organization. This leadership can be SME, management, or coaching a client through a difficult change event.

TRUST SYSTEMS CONVERSIONS & INTEGRATIONS

Our expertise and experience in trust systems conversion and integration distinguishes us in the Wealth Management industry.

We have managed, provided expertise, or otherwise participated in over 30 conversions and system-level integration with external providers and internal banking systems. Aside from conversion to and from core accounting-system providers, we have managed conversions for portfolio management, performance, fees, custody, CIF, and various others.

We also provide technology and organizational integration for solutions such as CRM, document management, BPM, as well as for customer developed solutions.

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