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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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ABOUT OUR BUSINESS PARTNERS

Oakbrook prides itself on creating synergistic, meaningful partnerships with organizations that we are mutually complementary with and which can bring added value to our clients. These partners include the following:




Appian

Appian is the BPM pure-play expert. Appian leads the market in BPM innovation, delivering comprehensive, flexible and easy-to-use solutions customized to the unique needs of individual organizations. Businesses and governments worldwide use Appian to simplify process innovation with the real-time visibility, control and analytics needed to improve the critical processes that determine business performance. Appian allows all users across the organization to effectively collaborate and be part of the process of achieving corporate goals. Appian is headquartered in the Washington D.C. region, with professional services and partners around the globe.


Knowtions

Knowtions provides Human Capital Optimization solutions that connect a corporation's business processes to the people responsible for their execution. Knowtions just-in-time learning solution, CoachWare®, creates self-sufficient, empowered workers uniquely able to meet your corporate objectives. Knowtions offers its solutions through partnerships with independent software vendors, system integrators, value-added resellers and business managers directly.


Corporate Governance Consultancy

CGC Ltd. based in the UK, provides methodology and software for risk management solutions.  Oakbrook and CGC have created a joint venture in the US for the purpose of marketing, delivering, and servicing the CGC risk management solution to financial services firms.  This solution helps manage risk through a balanced approach that factors both the downside risks linked with negative performance and the upside risks associated with new possibilities. In this way, we can help turn risks into opportunities. We determine the critical risks, develop recommendations for reducing risk exposure, and identify opportunities for growth and expansion.

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