Craig Cook, President of Oakbrook, commented, “I am especially excited about our involvement this year, since we have a number of consulting solutions we are introducing to the market."
Winston Salem, NC (PRWEB) February 24, 2010
Oakbrook Solutions, Inc. the leading provider of solutions to the Wealth Management industry announces its participation in the 2010 ABA Wealth Management and Trust Conference. The event will be held March 7th – 9th in Phoenix, Arizona at the Biltmore.
Craig Cook, President of Oakbrook, commented, “I am especially excited about our involvement this year, since we have a number of consulting solutions we are introducing to the market. In addition, our industry leading Business Process Management (BPM) Solution, Wealthworx®, has a number of significant enhancements we will be highlighting.”
The new pre-packaged consulting solutions that Oakbrook will be exhibiting include:
- Business Assessment and Optimization
- Fee Optimization
- Starting a Trust Company
- ACATS and CBRS
- Retirement Services
- Conversion and Integration
Attending the Conference from Oakbrook Solutions, Inc. will be the following:
- Craig Cook, President
- Steve Randolph, Managing Partner
- Tim Buhler, Senior Relationship Manager
For more information about these solutions, please visit us at the 2010 ABA Wealth Management and Trust Conference. In addition, more information can be found on our website at: http://www.oakbrooksolutions.com.
Since 1999 Oakbrook Solutions Inc. has been the leading systems, process, and delivery expert for the Wealth Management industry. We provide consulting services and software solutions that solve problems commonly faced within our industry. Through our focus, expertise and commitment to our clients, we have successfully serviced firms of all sizes, from start-up organizations to the world’s largest financial institutions.