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    Financial Institution Expertise

    In today’s rapidly evolving financial landscape, many banks and financial institutions are facing an array of new challenges, including increasingly tighter regulations and compliance pressures, ongoing digital transformation, and expectations to grow revenue within an uncertain economy. Because of these complex challenges, it is crucial for financial institutions to optimize their operations and risk management practices.

    Oakleaf excels at developing solutions that are risk-based and tailored to the unique needs of each institution.

    Our experts utilize decades of industry experience to advise clients on the full spectrum of financial services from risk management to automating processes, improving data governance and quality, and implementing technology solutions. Oakleaf’s team of financial engineers, programmers, and data scientists utilize novel machine learning technologies and techniques to develop robust data management, analytics, and reporting solutions. Our clients, including banks, credit unions, insurance companies, and other financial institutions, choose Oakleaf as a trusted partner to help achieve their business goals and effectively navigate the industry’s increasingly complex environment.



    • Data Solutions
    • Risk Management
    • Modeling & Forecasting
    • Regulatory Compliance


    Who We Are

    The Oakleaf Group is a Washington DC-based, management consulting firm focused exclusively on the financial services, banking, and mortgage industries. Our team consists of industry subject matter experts, risk management professionals, and technologists who work together to help solve our clients’ toughest problems. Oakleaf strives to enhance the financial and regulatory industry with data-driven, model-informed, analytics-enabled, and operationally rigorous services and solutions.


    See Who We Are  |  Meet Our Leadership Team

    Related Case Studies

    As a mortgage and financial services consulting firm, we assist companies throughout the mortgage and financial services industries, including banks and non-bank mortgage firms, GSEs, regulators, government agencies, law firms, insurance companies, asset managers, hedge funds, and other financial institution clients. We work closely with management to identify and prioritize challenges, and we apply deep industry expertise that drives performance, resulting in performance transformation across the organization.


    See how we support our clients and their teams in tackling their most complex matters. Or contact us if you want to discuss anything further.

    Join Our Team

    Our work touches on all aspects of financial and mortgage consulting, including consulting and advisory, loan review, regulatory and compliance, modeling and analytics, litigation support, and talent support.


    We are always looking for great talent: people who can bring new perspectives and experiences to our team. Take a look at our available positions and see if Oakleaf seems like the right place for you.

    Contact Us

    From the C-suite to the field, we partner with clients to help them solve their toughest financial and mortgage-related issues. Contact Oakleaf for your business.


    Looking for a new career at Oakleaf? See Careers.

    We Do Things Differently

    A Trusted Partnership that Delivers Real Results.

    Our approach to client engagement has been perfected over fifteen years to ensure a solid foundation toward our clients’ short- and long-term goals. We work to fully understand your organization and design an effective combination of services that support your vision.

    We pull from multiple disciplines and recognize the privilege it is to work on key issues with our clients. We’re special made to help you compete in a complex world.