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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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Event News

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EVENT NEWS

Conferences:

• 2008 Trust Advisors Forum in Pinehurst, NC
• 2008 ABA Wealth Management & Trust in San Diego
• 2008 Metavante User Group in Milwaukee
• 2008 Sungard Trust Users Group in San Antonio

• 2007 Trust Advisors Forum in Pinehurst, NC
• 2007 ABA Wealth Management & Trust in Orlando
• 2007 Metavante User Group in Milwaukee
• 2007 Foreword Financial Operations Management in Chicago
• 2007 Sungard Trust Users Group in Tucson

• 2006 Trust Advisors Forum in Pinehurst, NC
• 2006 ABA Community Bank Forum in Ft. Lauderdale
• 2006 ABA Wealth Management & Trust in San Diego
• 2006 Foreword Financial Operations Management in Orlando
• 2006 Metavante User Group in Milwaukee
• 2006 SEI Connections in Maryland

Sponsorships:

6/13/06 - Annual Rev. David Duff Memorial Golf Invitational

6/15/05 - Vision for Philadelphia Award Gala for Al West

6/07/05 - Annual Rev. David J. Duffy, O.S.A. and Malvern Prep 21st Golf Invitational

Strategic and Social Events:

6/15/06 - 06/16/06 - Oakbrook hosts clients at 2006 US Open at Winged Foot.

8/30/05 - Evening at Dave and Busters in Philadelphia for all Oakbrook consultants working in Oaks, PA for SEI.

6/22/05 - Cleveland Indians vs. Boston Red Sox game in Cleveland for Oakbrook Staff and Client Personnel working for National City.

4/24/2003 - Oakbrook hosts strategic meeting with five large AM TRUST client banks in Cleveland.

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