Wealth Management & Private Banking
Empower your portfolio and relationship managers with the latest in wealth management and modern cloud technology.
Wealth Management & Private Banking Solution
Changes in demographics, technology, environment and social behaviors have set the ground for rapid digital transformation in the wealth management industry.
Successful wealth managers will differentiate themselves in how they use technology, enhance their customer experience and innovate using insights gained through advanced analytics. New markets defined by the mass affluent open up opportunities for the sector making the use of technology to enter the segment essential.
There has never been a better time for the wealth management industry to review and replace its operating technology.
Holistic Wealth Management
Wealth owners are increasingly looking for a holistic wealth management service that focuses on their overall life goals and longer-term wealth plans.
Automation
Automation in this sector used to be focused on back-office and settlement activities. More and more, customer goal planning and advisor interactions are also being assisted and enhanced by automation and AI.
Digital Engagement
Although there is still an important place for personal, advisor-lead engagement, wealth owners are increasingly enthusiastic about enhancing this personal approach with intelligently applied digital technology.
Growing Mass Affluent Sector
Changes in AI and automation technology are enabling banks to address the growing mass affluent market in a cost-effective and client-focused way.
Forbes Insights: The Next-Generation Wealth Manager
Advancing services and personalization with technology
Measurable Success
$ 19 TRILLION
Over $19 trillion+ of assets are managed with Temenos software
30 %
30% improvement in back office productivity
Up to 60 %
Up to 60% reduction in use of applications
Products
Temenos Infinity Wealth
A solution that provides a complete digital customer experience servicing wealth products from retail and affluent customers up to High Net Worth Individuals.
Temenos DataSource
Temenos’ DataSource is an Enterprise Data Management solution that improves the quality of your market and reference data on an automated basis.
Markets in Financial Instruments Directive II (MiFID)
Support for MiFID II is provided covering securities trading by private individuals. This includes both the profiling of investors’ knowledge levels and compliance enforcement during order processing activities.
Temenos Country Model Banks
Regional functionality for over 150 countries using our packaged model bank framework to go-live faster.
Temenos Analytics
A comprehensive Reporting, Analytics and Business Intelligence product allowing banks to be more efficient and profitable by providing robust, banking specific, financial, profitability, customer, and digital analytics.
“We are pleased with the go-live in Asia, which is our second home market. Temenos Wealth is laying the operational and technical foundation for our growth in the region. After last year’s integration of the Temenos Transact platform in Luxembourg, this is the second major step in our effort to harmonize out IT landscape around the world.”
Nick Dreckmann, COO – Julius Baer
Read the Success Story
