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Subject: PDT

Oakbrook Launches "Jumpstart" Offering for Structured Procedure Design

Offering will enable clients to gain control of process, procedures and policy framework.

WINSTON-SALEM, N.C., March 24, 2023 /PRNewswire-PRWeb/ -- Oakbrook Solutions, a leading consulting and services firm for the Wealth Management industry, announced that they have launched a new consulting service offering entitled "Jumpstart". This service assists clients desiring to gain control and creation of a framework in support of their internal procedures.

"This offering is resonating in the wealth management channel," said Oakbrook CRO Tim Buhler. "Clients want to be able to confidently support their business operations with quality documentation. This produces better data quality, efficiency, and more time to spend with end clients."

Margie Christensen, Leader of the Practice at Oakbrook says "Quality documentation supports so many needs ? audits, training and change risk management. It is not a luxury; it is a requirement. Jumpstart is a collaborative 4?6-week program that empowers our clients to implement a structured program procedure governance program on their own. We provide the tools and expertise to lay the foundation and our clients can engage us for additional support if needed."

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.

Media Contact

Craig Cook, Oakbrook Solutions, Inc., 3377140321, ccook@oakbrooksolutions.com


SOURCE Oakbrook Solutions, Inc.

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