Data & Technology

In financial services organizations, data and models utilized across the enterprise are critical to making major risk decisions, allocating capital and reserves, and much more. Upgrading this technology environment presents unique challenges for the business, whether undertaken in small bursts or comprehensively, and whether implementing COTS software or building custom tools and applications. In addressing these challenges, Oakleaf can act as an experienced partner defining and achieving the desired target state, while employing demonstrably successful guiding principles.

Requirements Management 

  • SDLC & Agile
  • User Requirements/Stories

Data Infrastructure Modernization

  • AWS
  • Hadoop​​​​​​​
  • Strategy & Implementation

Data Warehouse/Data Mart Development

  • Table/Object Architecture
  • Development 
  • Data Integration


  • Manual & Automated

Business Intelligence & Reporting

  • Customized Report Design 
  • Business Intelligence Tool Integration
  • Web-enabled Portal Presentation

Technology Capabilities Maturity Modeling

  • Technical Processing Infrastructure Assessment
  • Data Management 
  • Methods & Models
  • Governance