Case Study: Edward Jones Trust Company achieves rapid, error-free wealth management onboarding with Appian's WealthWorx

Edward Jones Trust Company - Customer Case Study

Edward Jones Trust Company, a federally chartered trust and brokerage service that supports nearly seven million investors through over 12,000 financial advisors, pursued an aggressive growth plan to double its business in five years. Its wealth-management processes had grown complex and paper- and spreadsheet-driven, reliant on costly legacy applications, which created compliance risk, operational inefficiency, and limited advisor client-facing time—prompting the need for a single modern platform for portfolio lifecycle management and collaboration.

Working with Oakbrook Solutions and Appian, Edward Jones implemented WealthWorx on the Appian BPM Suite in four months, combining predefined workflows, integrations, dynamic case management, real-time dashboards, escalation alerts, and social collaboration. Oakbrook modeled 43 end-to-end processes from onboarding through distribution; the automation reduced manual tasks and errors, improved compliance and turnaround times, increased advisor face-time with clients, and delivered a faster return on investment.

Edward Jones Trust Company