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
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