Business Process Management, Systems Integration, Trust Company Start-ups

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Consulting

WealthWorx^® Process Solutions

Global Sourcing
Solutions

Product Development
and Support

MARKETS SERVED

* Wealth / Investment Management
* Private Banking
* Trust and Custody
* Retirement Services
* Registered Investment Advisors
* Family Office
* Broker / Dealer

Oakbrook and Appian announce partnership to deliver WealthWorx^® Process Solutions for Wealth Management

   YOUR STRATEGY AND EXECUTION PARTNERS FOR
   WEALTH MANAGEMENT SOLUTIONS

   From Strategy through Execution, Oakbrook Solutions provides Expert Services to assist    Wealth Management firms with all aspects of their business including:

   Business process management, systems integration, Trust company start-ups, acquisitions,
   new products or services and global market entry.

Our skilled analysts, project managers, and in-depth experience with all major vendor systems combined with business, operations management and development expertise will enable your organization to accomplish these and many other objectives!

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CORE SERVICES

Consulting
Strategic, tactical and timely consulting with
business analysts, systems analysts, project managers and executives that understand your business

Product Development and Support
Provides architecture, functional design, programming and support services for wealth management applications

Global Sourcing Solutions
Search and placement services that provide specific, expert resources wherever and whenever you need them

TAILORED SERVICES

WealthWorx^® Process Solutions
WealthWorx® is a comprehensive process automation and management solution tailored for the Wealth Management industry

Client Transition Management
Leveraging our extensive experience working with large institutions, consulting services offered with community and emerging regional banks in mind

Product Support Center
Focused maintenance and support offering specifically designed for proprietary applications