Supported by Temenos Wealth Front Office, Banque Cantonale Vaudoise (BCV) achieved rapid growth of assets under management. To achieve its next goal of becoming the leading onshore private wealth management firm in western Switzerland, BCV aimed to streamline internal processes and build stronger client relationships. The bank integrated Temenos Proposal Generator with its Front Office platform, automating the creation of investment proposals and cutting time to deliver recommendations to clients by 50%. With the hours saved, the private wealth management team has more time to foster relations with new high net-worth prospects.
“Using the Proposal Generator module, BCV’s relationship managersPatrick Botteron, Head of Private Banking Onshore
have reached unprecedented level of efficiency and professionalism that
are winning us market share in the highly competitive onshore private