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.
Watch this session to see how wealth management customer support can continue, even remotely, using a cloud-based XAI model for Smart Wealth Advice that recommends the most suitable financial instruments for clients while providing actionable insights.
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.