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MARKETS SERVED
* Wealth / Investment Management
* Private Banking
* Trust and Custody
* Retirement Services
* Registered Investment Advisors
* Family Office
* Broker / Dealer |
| Oakbrook and Appian announce partnership to deliver WealthWorx® Process Solutions for Wealth Management |
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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.
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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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PRODUCT DEVELOPMENT & SUPPORT
Craig Cook
Email Craig
Oakbrook provides applications support services for software products in the wealth management space.
Application Support Center
Oakbrook offers software support solutions
- Onsite daily management.
- Development support for production (24x7), maintenance issues and enhancement requests.
- Standard methodology and processes that can be integrated with the existing technical standards.
- Ability to provide enhancement support that integrates with maintenance methods. This enables the client to not only maintain the product but also move the product forward as needed. New architecture concepts, such as messaging, are leveraged when new enhancements are designed.
AM TRUST and Desktop Support Center
The vendor that supported AM TRUST based products has dropped support for the products going forward. Oakbrook brings many years of experience to this application in both a development and support mode and can ensure that your users utilize your application to its full potential. Three major financial institutions have engaged Oakbrook in this endeavor and references are available on request. Oakbrook provides specific support options to the AM TRUST client base for AM TRUST and the Desktop Suite of products,
- Provide support and consulting services that are needed and desired by the institutions utilizing AM TRUST.
- Provide additional options to clients for AM TRUST support based on recent vendor decisions.
- These services add value to clients regardless of their state with the product: due diligence, steady state, enhancement state, or transition state.
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