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

INDUSTRY EXPERTISE DELIVERED WITH BPM TECHNOLOGY.

WealthWorx® is a comprehensive business process management (BPM) solution designed for the Wealth Management Industry.

Developed in strategic partnership with Appian Corporation, WealthWorx® combines Oakbrook business expertise with pre-developed workflows, integration and delivery services delivered on the best in BPM technology.

WealthWorx® helps organizations to:

DECREASE COSTS by automating processes across the organization to eliminate repetitive tasks.

IMPROVE QUALITY by eliminating missed steps.

ENHANCE CUSTOMER SATISFACTION by completing tasks quickly and error-free.

REDUCE RISK by improving controls, driving policy and enforcing compliance.

EMPOWER STAFF to collaborate, manage and continuously improve processes.

WealthWorx® process modules are a defined set of industry-specific process solutions tailored by Oakbrook to meet unique organizational needs and can be hosted at the client site or through our Hosting and Managed Services offering.

Client Administration - Client Service processes including Account Opening, Closing, Asset Funding, and Client Maintenance & Inquiry
Operational Requests - Centralized facility to automate and manage operational requests for posting, adjustment or correction of transactions
CIP/KYC Automation - Rules-based automation of CIP/KYC processes with full transparency and audit trail
Enterprise Exception Management - Workflow based automation and centralized reporting of Asset & Cash reconciliation and other exceptions

United States 301 N.Main Street | Suite 2304 | Winston-Salem, NC 27101 | Phone 336-714-0321 | Fax 336-217-8810