“With our recent successes over the past year including the implementation of our first WealthWorx® client, Edward Jones, and our continual growth on the consulting side, we have a lot to share with current and future clients,” says Tony Painter, CEO.
Winston-Salem, NC (PRWEB) October 18, 2011
Oakbrook Solutions, Inc., the leading provider of solutions for the Wealth Management industry, announces its participation in the 2011 PBA Wealth Management and Trust Conference and Exhibition being held October 24-26th in Hershey, Pennsylvania at the Hershey Hotel and Convention Center. This will be Oakbrook’s first year participating in this event and as an exhibitor, Oakbrook will feature their consulting service offerings and WealthWorx® business process management (BPM) solution. WealthWorx®, designed specifically for the Wealth Management industry is a comprehensive BPM solution that provides a total solution for process automation and management.
Oakbrook’s featured consulting solutions will include:
- Business Assessment and Optimization
- Starting a Trust Company
- Strategic Consulting Solutions
- Retirement Services Solutions
- Vendor Evaluation and Selection
“We are excited to announce our participation in this year's PBA conference. This is a new conference for Oakbrook and we are looking forward to discussing our service offerings with conference attendees,” said Tony Painter, CEO Oakbrook Solutions, “With our recent successes over the past year including the implementation of our first WealthWorx® client, Edward Jones, and our continual growth on the consulting side, we have a lot to share with current and future clients.”
Tony Painter, CEO and Tim Buhler, Senior Relationship Manager, will represent Oakbrook Solutions at this conference.
For more information about Oakbrook Solutions consulting offerings and WealthWorx® BPM solution, please visit booth #26 during the 2011 PBA Wealth Management and Trust Conference and Exhibition. Additional information can also be found at http://www.oakbrooksolutions.com.
About Oakbrook Solutions
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.
# # #