Oakbrook Solutions Announces Landis Consulting to Join Firm

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Landis brings process, procedures and policy expertise that supplements Oakbrook’s wealth management consulting practice

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They bring additional expertise that we think our wealth clients will value. Margie and her team fit our culture and our client centric approach as well.

Oakbrook Solutions, a leading consulting and services firm for the Wealth Management industry, announced that Landis Consulting Solutions (LCS) has joined forces with Oakbrook. LCS, is a financial services business process consulting firm.

“We are excited to have the Landis Consulting join us,” said Oakbrook CEO Craig Cook. “They bring additional expertise that we think our wealth clients will value. Margie and her team fit our culture and our client centric approach as well”.

“I’m thrilled to integrate the LCS’ team of process analysts with Oakbrook’s exceptional financial and technology services expertise. Leveraging this expertise, we will expand our capability model and continue to deliver exceptional process solutions our clients have come to expect.” Margie Christensen, President and founder of LCS.

About Oakbrook: Oakbrook is a leading technology 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.
Their solutions and services, which solve problems unique to Wealth Management, equip their clients to make better business and technology decisions, deliver high-quality customized client service, boost efficiencies, and reduce risk. They bring decades of direct industry leadership to bear on the issues their clients face in moving their company forward.

About Landis Consulting: LCS specializes in process design and documentation that supports its clients through change related to things such as mergers and acquisitions, system implementations, and issue remediation due to internal or external audits. The LCS solution provides clients with the tools, framework and methodology to empower them to manage change even after the engagement ends. LCS has years of process analysis experience in the financial services industry, primarily in wealth management and institutional trust and custody services.

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