Data, Technology & Analytics

Many organizations today, are realizing the need to embrace the transformative power of data and advanced analytics across all business areas in order to stay ahead of the competition and achieve desired results, while exceeding the expectations of employees, customers and shareholders.

Oakleaf Group’s data, technology and analytics services provide financial institutions and organizations with industry-leading technology and analytic tools to harness internal and external data and draw actionable insights that result in improved business performance. We help our clients capitalize on untapped business intelligence derived from existing data assets, gain new insights quickly, and continuously improve performance through rapid iteration. We implement multiple analytics technologies to collaborate, visualize, share and discover new ways to optimize business processes and functions quickly.

Our experience in mature financial institutions positions us to assist clients:

  • Improve systems and processes used to store and manage their data
  • Improve collaboration between business areas and IT departments
  • Formulate robust data and analytics strategy
  • Develop a roadmap from current to future state
  • Harness and use data more easily and efficiently
  • Implement comprehensive data governance policies and procedures
  • Generate data driven insights
  • Build capable data and analytics teams
  • Answer specific business questions

Oakleaf’s services are centered around data management, with technology and analytics serving as tools that enable the capturing of economic value from the data.  Our services are grouped as follows:

Data Management Capability Assessment 

  • Assessment Methodology

Data Management Framework Design and Implementation

  • Strategy
  • Governance
  • Master Data Platform
  • Analytics amd Reporting Platform
  • Processes and Operations