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WealthWorx® Process Solutions
John Bovatsek
Email John
Oakbrook Solutions has entered into a strategic partnership with Appian Corporation to deliver WealthWorx® Process Solutions for Wealth Management.
Ø WealthWorx® is a comprehensive process automation and management solution tailored for Private Banking, Trust, Investment Management, RIAs, and Broker/Dealers.
Ø Built on the Appian Enterprise Business Process Management (BPM) suite, WealthWorx® enables you to rapidly automate and manage processes that can be customized and expanded for your organization and integrated across multiple systems.
Ø WealthWorx® is unique as an application neutral solution, utilizing pre-defined process sets for front, middle and back office client centric activities such as account opening, tickler management, review scheduling, corporate actions, trading, etc.
About 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. For more information, visit www.appian.com.
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