Temenos Digital Wealth

The Market View

Temenos Recognized as a Market Leader in Omdia’s Digital Banking Platform Report

Omdia gives Temenos Infinity top scores for product experience and solution innovation

Temenos Recognized as a Leader in the Forrester Wave for Digital Banking Engagement Hubs (DBEH)

Temenos was named a leader among Digital Banking Engagement Platform providers according to The Forrester Wave™: Digital Banking Engagement Hubs, Q3 2021.

Offer Next-Generation Investment Experiences

Engage with your investors in an easy and low friction way compared to traditional investment services. Provide your customers the self-service capability to access their investment accounts, react fast to market changes and be in complete control of their investment portfolio.

Convert Savers to Investors

Bring investment services to the Mass Affluent clients and keep their financial assets in your bank by offering the best investment services and products for all their financial needs. Seamlessly integrate their retail and investment experience in one app and build long terms customer relationships.

Technology and AI influencing the future of wealth management

Digitalize Wealth Management

Support the digital servicing of the new generation of High-Net-Worth Individuals. Provide tools for digital collaboration with investment advisors and introduce a hybrid model. Reduce the cost of servicing by enabling your customers to self-service and take control of their investment decisions.

Microservices - Man in suit holding a laptop

Increase Agility

Get to market fast with an extensive repository of ready-to-go features. Have the freedom to align the open and flexible platform of Temenos Infinity to your digital banking architecture. Use any cloud platform of your choice and elastically scale on demand. Simplify the connectivity to any core banking system and implement changes fast while managing application development time and costs. Leverage advanced micro-services and APIs to create your banking apps.

Create Smart Digital Experiences

Create frictionless, personalized and secure banking experiences to increase customer satisfaction. Use data analytics, AI and smart banking capabilities to provide actionable customer insights. Drive stronger customer engagement and loyalty through a multi-channel strategy from native mobile apps, web apps.

Go Beyond Banking

Thrive in a world of open banking and FinTechs by easily integrating to 3rd party systems or leverage pre-built integrations from the Temenos Marketplace. Create your own digital ecosystem and aggregate data from external providers to deliver value-added services and open innovation to your clients.

Product Overview

Portfolio Analyzer

Provide your customers with detailed investment insights to have a better understanding of their portfolio. Investors can analyze asset allocations, exposure and performance contribution as well as project future cash flow.

Portfolio Servicing

Enable customers to manage their investment services digitally via easy to use, convenient digital self-service tools. Transaction history, account details and statements are all in one place under the fingertips of the customer.

Securities Orders

Allow investors to manage their trading orders with ease. Select investment products, submit the common type of securities orders and get notified about the settlement. Offer watch list capabilities so investors can focus on their preferred assets.

Investment Advisory

Let your investment advisors engage with clients digitally by providing investment proposals, portfolio health checks and strategy review services. Achieve better collaboration and allow for greater personalization by finding the best products for your clients using clients risk profiling and personalized asset allocation.

Currency Management

Allow customers to manage accounts in multiple currencies, exchange currencies and submit FX spot orders.

Personalized Dashboard

Provide your investors a holistic financial view of their Savings, Checking and Investment accounts via dashboards allowing them to be always on top of their finances.

Market Data

Integrate market data feed to your digital investment service to provide top financial market news, live currency rates, pricing charts and documents (KIDs) to help your investors understand investment products and support decision making.

Messages & Notifications

Enable your investors to react to market changes faster via smart alerts and notifications personalized to their preferences.

Related Insights

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Al Salam – experience with Temenos

Listen to Mohammed Saleh, VP of Information Technology at Al Salam Bank talking about supporting the rise of Bahrain’s largest Islamic bank with rock-solid core banking systems

Video

Key Trends Driving Wealth Management

Eric Mellor, Wealth Management Specialist for APAC/MEA, explains some of the key trends that we anticipate will be top of mind for key decision makers in wealth management throughout 2023.

White Paper

7 Key Trends Driving Wealth Management in 2023

Eric Mellor, Wealth Specialist at Temenos, shares some of the key trends that we anticipate will be top of mind for key decision makers in wealth management throughout 2023.

more insights

Temenos Platform

Cloud-Native, Cloud-Agnostic

Lower costs with the elastic scalability, security, and control you need to shape your business.

APIs & Extensibility

Innovate faster with access to over 700 open APIs in the largest FinTech ecosystem.

Microservices & Containers

Microservice architectures enable continuous application upgrades and cloud scalability.

Distributed Database

Achieve true horizontal scalability in the database layer and operate on an active-active basis across multi-cloud.

Temenos Continuous Deployment – DevOps

Reduce cost and shorten software release cycles – code in the morning, deploy in the afternoon.

Security & Immutable Logging

Protect your bank from modern digital threats with the highest levels of security.

AI & Machine Learning

Explainable AI enables transparency into automated decisions and provides intelligent banking by growing revenues, cutting costs and enhancing the customer experience.

Digital Wealth Management