Serve the Mass Affluent Market
Serving the rapidly growing volume of the Mass Affluent market presents the best opportunity for retail banks to capture a share of the wealth management market. Temenos Infinity integrates wealth management capabilities directly into the omnichannel banking experience.
Robo-Advisor delivers an automated portfolio management capability as part of the Temenos Infinity customer experience for retail banking. A full feature set offers investment management advice and execution at a price point attractive to the mass affluent consumer.
Temenos Goal-Based Investing
Focusing on the aspirational goals of the customer, Temenos’ integrated Goal-Based Investing module extends the standard Robo-Advisor to provide capabilities for customers either in self-service mode or via their Relationship Manager to set up different goals, match with the best-fit investment products and track these through to their goal completion.
The Next-Generation Wealth Manager
Advancing services and personalization with technology
Expectations among bank customers for convenience and efficiency of their account opening experiences continues to accelerate, with an assumption that opening a retail or business account, credit card, or retirement account should be as simple as buying a book from Amazon.
Having worked in the banking industry for many years, Temenos has identified a number of best practices. In this white paper you will access Customer acquisition best practices and Proven tactics that will increase completion rates
A human-centered design approach is the key to building an optimal experience for your customers and unlocking your business growth potential.
Wealth management is booming. PwC predicts that global assets under management will double by 2025 to $145.4 trillion, with much of the growth coming from the mass-affluent market.
New report identifies greater use of AI by wealth managers to deliver predictive guidance, improve risk management and personalize investment experience at scale.
The report, titled “The Next-Generation Wealth Manager,” found that 64% of wealth management executives believe the industry’s future lies with mass-affluent investors, a notable change considering that 32% agreed that…