Oakbrook Solutions Expands Consulting Service Offerings With T.O.P.S Business Profile Assessment

As a global innovator in Wealth Management solutions, Oakbrook has recently introduced its T.O.P.S Business Profile Assessment. This new offering focuses on providing technology, operations, process, and strategy assessments to RIA’s, single-family offices, and emerging regional banks.

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Global Innovator in Wealth Management

Oakbrook Solutions

“Developed based on our industry experience, the T.O.P.S Business Profile Assessment provides an efficient, focused analysis that identifies opportunities for improvement and creates transparency into existing and future operations,” says Steve Randolph.

(PRWEB) May 09, 2012

Oakbrook Solutions has added a new service offering to its expanding consulting service portfolio. The T.O.P.S Business Profile Assessment focuses on providing technology, operations, process, and strategy assessments to RIA’s, single-family offices, and emerging regional banks.

This business assessment completed by an Oakbrook Senior Business Analyst provides a proven process for conducting a structured inventory of business practices. The assessment uncovers opportunities for change and provides visibility into current operations. Firms will get a clear picture of their existing business framework and Oakbrook will provide specific, actionable recommendations for improvement.

“We have recently seen an increased need for organizations to better understand the current state of their technology, operations, and processes,” said Steve Randolph, Managing Partner of Oakbrook Solutions, “Developed based on our industry experience, the T.O.P.S Business Profile Assessment provides an efficient, focused analysis that identifies opportunities for improvement and creates transparency into existing and future operations.”

Results are provided in a short-turnaround time and also incorporate benchmark data against comparable institutions. Firms can then position themselves for growth and the ability to improve service delivery, quality, and compliance.

About Oakbrook Solutions
Since 1999 Oakbrook Solutions Inc. has been the leading systems, process, and delivery expert for the Wealth Management industry. We provide consulting services and software solutions that solve problems commonly faced within our industry. Through our focus, expertise, and commitment to our clients, we have successfully serviced firms of all sizes, from start-up organizations to the world’s largest financial institutions. For more information, please visit http://www.oakbrooksolutions.com.


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Business Profile Assessment T.O.P.S Business Profile Assessment

Detailed Information on the T.O.P.S Business Profile Assessment