The Oakworth Process
Your Oakworth Client Advisor will guide you through The Oakworth Process which allows for a deeper understanding of your financial needs, customized solutions to address those needs and an ongoing level of service that is unmatched in our industry.
Step 1: Getting To Know You
Your Client Advisor Will:
- Gather information in order to best understand your financial situation
- Ask questions to gain an understanding of your priorities and objectives
- Confirm your immediate needs in order to develop solutions
Step 2: Present Solutions
Your Client Advisor Will:
- Organize the Oakworth team with specialists that fit your immediate needs
- Propose the Oakworth Capital Client Solution
- Work with you to develop a strategy for moving your financial relationship to Oakworth
Step 3: Establish your Oakworth Relationship
Your Client Advisor Will:
- Establish your accounts
- Ensure accounts are coordinated and appropriately structured
- Streamline your transition from existing financial institutions
Step 4: Help Improve Your Financial Life
Your Client Advisor Will:
- Communicate with you based on your preferences
- Continued solutions as your financial needs change
- Coordinate the Oakworth team to ensure a high level of service