What 2Oaks Consulting does

2Oaks Consulting Inc. is a Canadian boutique technology consulting firm headquartered in Vancouver, British Columbia, operating across North America with a team of 1-10 employees. Founded in 2019 and privately held, the firm positions itself as a modern consultancy composed of former CIOs and transformation leaders who provide strategic advisory, program and project management, risk management, and enterprise architecture services to regulated industries. Its core offerings are organized around four practice areas (Strategic Advisory and Planning, Delivery and Operations, Insights and Optimization, and Solution Development and Quality), with sub-practices covering ISO 22301 business continuity management, ERP implementation and stabilization, post-go-live hypercare, and AI implementation consulting. The firm does not develop or sell proprietary software products; instead, it delivers customized consulting engagements and has built accumulated IP in the form of specialized methodologies for core banking implementation, dress rehearsals, business continuity planning, and AI readiness assessment.

The firm's target segments are Canadian credit unions and banks, financial services organizations (including life insurance), commerce enterprises (retail, wholesale, distribution), and public sector agencies. It maintains a vendor-neutral stance and is documented as having coordinated complex multi-vendor technology programs; a flagship example is the end-to-end launch of FirstOntario Credit Union's Everlink Debit Mastercard, where 2Oaks orchestrated integrations across Temenos core banking, Central1, Mastercard, Servus Credit Union, and Everlink. Other documented engagements include reducing a national life insurer's policy issuance cycle time from over 30 days to under 24 hours (with 80% volume increase at no added headcount) and stabilizing a failed ERP go-live at a national automotive parts distributor through EDI automation, warehouse management activation, and API integration. The firm also advises on AI strategy, including auto credit adjudication using machine learning, generative AI for training content, and multilingual collections chatbots delivered to a Canadian bank.

The business model is project-based professional services, with revenue derived from customized consulting engagements rather than packaged products or subscription pricing. Lead generation is content-driven, anchored by thought leadership (blog articles, white papers, ebooks, CIO Spotlight Series webinars featuring technology leaders from credit unions and banks) and a free Business Resilience Assessment tool. No external funding, M&A activity, or revenue figures are publicly disclosed, and the firm operates as an independent, privately-held consultancy with no parent company or institutional investor.

Name

2Oaks Consulting

Legal name

2Oaks Consulting Inc.

Website

https://2oaks.ca

Company type

Private

Founded year

2019

Operating status

Operating

Headcount range

1–10 employees

Short description

2Oaks Consulting is a Vancouver-based boutique technology consulting firm serving Canadian and US financial institutions, credit unions, insurers, commerce organizations, and public sector agencies with strategic advisory, program delivery, and digital transformation services led by former CIOs.

Ownership category

akta.pro rank

Product category

IT Management Consulting

NAICS

Management Consulting Services (54161), Other Scientific and Technical Consulting Services (54169)

SIC

Services-Management Consulting Services (8742)

akta.pro primary industry

Data, Analytics & AI Consulting (BPAHAEAF)

akta.pro secondary industry

Financial Management & Performance Improvement Consulting (BPAHACAF)

Keywords

• Technology consulting services
• Business continuity advisory
• Core banking transformation
• Digital transformation consulting
• Enterprise architecture services

Headquarters

HQ city

Vancouver

HQ country

Canada

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Professional Consulting Services: 2Oaks Consulting generates revenue through professional consulting engagements. They provide strategic advisory, program delivery, governance, and specialized technology consulting services to financial institutions, government agencies, and commerce organizations. Engagements appear to be project-based and customized to client needs, typically involving multi-phase implementations of core banking systems, ERP platforms, digital transformations, and operational resilience programs. The firm positions itself as a boutique consultancy with domain experts providing specialized knowledge rather than deploying large armies of consultants.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels6 records

Core offering

2Oaks Consulting is a boutique technology advisory and consulting firm that delivers strategic advisory, program and project management, business continuity and operational resilience, enterprise architecture, solution design, and AI implementation services. The firm partners with financial institutions, credit unions, government agencies, and commerce organizations to plan, deliver, and stabilize complex technology transformations, including core banking modernization, ERP implementations, digital banking migrations, and regulatory compliance programs.

Product overview

2Oaks Consulting is a strategic technology advisory and consulting firm offering a portfolio of professional services organized around four core practice areas: Strategic Advisory and Planning, Delivery and Operations, Insights and Optimization, and Solution Development and Quality. Their services span across specialized sub-practices including Business Continuity and Disaster Recovery (with ISO 22301 implementation support), Program Delivery and Governance, Technology Operations, Extended Hypercare post-go-live support, Solution Architecture and Design, Software Engineering, Data Migration, and Quality Control and Quality Assurance. The firm also offers sector-specific practices covering Financial Services, Banking Domains, Commerce, and Public Sector. The overall offering is structured as a consulting services practice rather than a software product platform, with services delivered through various engagement models including onshore, nearshore, and offshore delivery options.

Differentiator

Problem solved

Functional benefit

Products and services

• Strategic Advisory and Planning Expert technology advisory and strategic planning service that aligns digital initiatives with business objectives, laying a foundation for sustainable growth and competitive innovation. Aimed at enterprise clients undergoing complex technology transformations.
• Delivery and Operations Comprehensive program delivery and technology operations support including governance, continuity planning, and risk management to secure critical systems for regulated enterprise clients.
• Insights and Optimization Data-driven insights and targeted operational strategies that streamline processes, enhance efficiency, and address business needs with precision for enterprise clients.
• Solution Development and Quality End-to-end solution design, engineering, and quality assurance services delivering robust, scalable systems with emphasis on reliability and high performance for enterprise transformations.
• Business Continuity and Disaster Recovery Planning and execution of business continuity and disaster recovery initiatives including strategy development, risk assessment, infrastructure resilience, crisis management, and training for regulated organizations.
• ISO 22301 Implementation and Audit End-to-end ISO 22301 Business Continuity Management System implementation and audit services guiding organizations from initial gap assessment through successful certification and ongoing conformance.
• Operational Resiliency, Business Continuity and Compliance Expert BCMS regulatory compliance services helping organizations navigate complex regulatory landscapes and demonstrate resilience capabilities to examiners, auditors, and stakeholders.
• Program Delivery and Governance Comprehensive program delivery and governance services supporting complex projects to successful completion, including PMO, CAB, and ARB services.
• Extended Hypercare Post-go-live support service providing ongoing support, tailored guidance, and strategic oversight to help organizations stabilize operations after major system implementations.
• Solution Architecture and Design Expert solution architecture and design services ensuring robust and scalable implementations aligned with industry best practices.
• Software Engineering Software development and engineering services with flexible delivery models including onshore, nearshore, and offshore options for client implementations.
• Data Migration Comprehensive data migration services ensuring accurate and secure transfer of data during system transformations.
• Quality Control and Quality Assurance Rigorous quality assurance and control services throughout the development lifecycle to minimize post-deployment issues.
• Data and Insights Services focused on transforming raw data into actionable business intelligence to drive strategic decisions for enterprise clients.
• Business Operations Excellence Integrated approach delivering operational excellence through enhanced decision-making, streamlined processes, and strategic alignment for enterprise clients.
• Business Requirements and Gap Analysis Services to clearly define business needs and identify gaps between current capabilities and target states for technology transformation programs.

Quantifiable outcome

• Policy issuance reduced from over 30 days to under 24 hours; operations team processed 80% more volume with no headcount increase
• +2 more outcomes

Named customers5 records

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Six partnerships are on record, tiered core and supporting.

• EverlinkcoreTechnology or IntegrationEverlink Payment Services is a key technology partner for debit card and payment solutions. 2Oaks Consulting led the end-to-end implementation of Everlink's Debit Mastercard and eDetect fraud monitoring solution for FirstOntario Credit Union, coordinating across multiple stakeholders including Everlink as the payment processor and card management provider.
• TemenoscoreTechnology or IntegrationTemenos is a core banking technology platform vendor. Mentioned as one of five external partners in FirstOntario Credit Union Debit Mastercard implementation, where 2Oaks coordinated the multi-vendor integration including Temenos core banking system.
• MastercardcoreTechnology or IntegrationMastercard provides the payment network and brand infrastructure for debit card programs. 2Oaks coordinated Mastercard Zero Liability Protection deployment alongside Everlink's eDetect fraud monitoring for FirstOntario Credit Union cardholders.
• Central1supportingTechnology or IntegrationCentral1 is a key technology and commerce partner for Canadian credit unions, providing payment processing and digital banking infrastructure. Referenced as one of five external partners in FirstOntario Credit Union implementation.
• Servus Credit UnionsupportingTechnology or IntegrationServus Credit Union provides payment processing and interchange services referenced as a partner/vendor in the FirstOntario Credit Union debit card implementation ecosystem.
• AI Implementation PartnerscoreImplementation/ SI/ Consulting Partner2Oaks has established partnerships with AI implementation experts to deliver AI-enabled development outcomes for clients. The partnership enables rapid custom application development using AI tools, compressing traditional development timelines by up to 92%. This collaborative approach combines 2Oaks' strategic consulting expertise with specialized AI development capabilities.

Scale indicators2 records

Recent moves6 records

Expansion highlights5 records

Market position

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/2oaks-consulting

Compliance3 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about 2Oaks Consulting