MiFID II Questionnaire
Suitability and appropriateness MiFID II questionnaire are integrated into the system. This covers categorization, suitability, appropriateness and best execution compliance checks.
MiFID II Order Checking
Input Controls and Trading Constraints based on the MiFID II customer profile are integrated into the Pre-Trade Compliance Check order stage.
Order & Proposal Management
All functions of order and proposal management respect the MiFID II questionnaire and order check.
Temenos Recognized as a Leader in The Forrester Wave™ for Digital Banking Processing Platforms for Corporate Banking
Temenos was named a leader among Digital Banking Processing Platform providers according to The Forrester Wave™: Digital Banking Processing Platforms (Corporate Banking), Q3 2020.
This report by Analyst Firm Aite Group LLC delivers insights for wealth management and private banking institutions. Read the full report and learn why the sector is prioritising digitisation.
Firms which have been investing in creating front-to-back digital technology capabilities and client engagement models are in a better position to succeed in the wealth landscape which will evolve into being the new normal. Both investor behaviour and expected market return patterns undergo rapid change. Business and technological agility, and the capability to recognise and engage with new client and market demands, will be key.