Temenos Infinity Wealth
Temenos Infinity Wealth is a powerful wealth management solution specifically designed to address the challenges wealth managers are facing, helping them to run a sustainable and profitable business.
Product Overview
Temenos Infinity Wealth provides an integrated portfolio management and securities trading platform for wealth managers and private bankers. It is also pre-integrated into Temenos Infinity to provide a seamless front-to-back wealth solution which is applicable:
- In any type and size of bank or wealth manager, across multiple entities and geographies
- Across all customer markets, from mass affluent to ultra-high net worth (U/HNW) individuals
- Via multiple innovative channels, consistently and in real-time
- On-premise or cloud
With its scalable innovative technology, Temenos Infinity Wealth will help you grow and digitize your business.
Supporting Products
Temenos DataSource
Temenos’ DataSource is an Enterprise Data Management solution that improves the quality of your market and reference data on an automated basis.
Temenos Data & Analytics
Embedded real-time advanced analytics built on a modern data platform.
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.
The Next-Generation Wealth Manager
Advancing services and personalization with technology
Measurable Success
$ 19 TRILLION+
Over 19 trillion+ in assets are managed with Temenos software
30 %
30% improvement in back office productivity
Up to 60 %
Up to 60% reduction in use of applications
Why Temenos Infinity Wealth?
Boosts Productivity
Improves advisors’ decision making acting as a single source of truth. Temenos Infinity Wealth boosts productivity by freeing relationship and portfolio managers from administrative tasks and unlocks revenue through powerful analytics modules.
Reduces Costs & Risk
Aging core IT platforms have detrimental effects on total costs. Temenos Infinity Wealth can lower your organization’s costs through operational efficiencies, STP, scalability and reduced complexity.
Temenos’ ‘Build & Renovate’ approach allows you to install only the components that your business needs minimizing cost and implementation risk.
Better Customer Loyalty & New
Opportunities
Temenos Infinity Wealth is a key enabler of digital engagement encouraging more interactions and touchpoints between advisors and their clients, offering personalized products and services, overall encouraging client loyalty, trust and advocacy.
Temenos Infinity Wealth also enables wealth advisors to target not only the tradition U/HNWI segment but also the growing Mass Affluent segment, when combined with the automated Wealth Advisor capabilities of Temenos Infinity.
Tackles Regulation & Compliance Challenges
Temenos’ Country Model Bank provides country-specific localization to support local regulatory demands and market practices, The model bank approach also contains wealth specific industry best processes that can be used as the foundation for tailored configuration, allowing you to focus on key areas of customer service and differentiation.
Customer Success
ABN AMRO – Success Story
Temenos has supported ABN AMRO every step of the way providing solutions for international corporate banking, private banking, and global international payments.
Banco Itau – Success Story
Banco Itau, the largest bank in Latin America, knows that it has no time to rest on its laurels. To protect its hard-won market share, the bank continually seeks to…
Banque Cantonale Vaudoise – Success Story
Supported by Temenos Infinity Wealth, Banque Cantonale Vaidoise (BCV) achieved rapid growth of assets under management. To achieve its next goal of becoming the leading onshore private wealth management firm…
Read the Success Story“We are pleased with the go-live in Asia, which is our second home market. Temenos Infinity 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
You’re in Good Company
Temenos Platform
Latest Insights
Seizing the Wealth Market in Thailand
As in other regions that have witnessed similar economic performance, Thailand is now home to a rapidly growing middle class, characterized, as elsewhere, by higher levels of disposable income. Not…
Leveraging technology to reshape Australia’s financial advisory sector in the wake of the Royal Commission
In Australia’s shift to a fairer, customer-friendly ecosystem, the government and finance professionals must endeavor rebuild trust and maintain integrity while making technology the backbone of the industry.
Seizing the Wealth Market in Philippines
The Philippines has a very forward looking government, keen to see an increase in the net wealth of a large, young and tech savvy population. A growing middle class with increasing levels of disposable income and a financial industry battling regulatory complexity, thin margins and with limited funds to allocate to new initiatives. This scenario must surely be piquing interest levels amongst the regions many fin-tech providers therefore the domestic banks will need to act fast and decisively if they wish to fend off competition and place themselves at the forefront of this emerging opportunity.
Latest News
Leveraging technology to manage wealth during extended periods of volatility – TheWealthNet
Eric Mellor, Wealth Management Strategist at Temenos, discusses the implication of Covid19 and that it is during the most challenging times that wealth managers are best able to demonstrate the true value they can add to their client relationships.
Temenos Wins ‘Most Innovative Banking Technology Partner of the Year’ with Stand-Out Digital Wealth Platform
Temenos wins Special Editor’s Award at 2019 Private Banking & Wealth Management Conference in Switzerland.
The Next–Generation Wealth Manager takes the AI Train
The new generation of investors is showing no signs of being any less demanding than the new generation of bank customers. They have all come to expect – as routine – no less than the full ‘Amazon Experience’ – fast, efficient and superb customer-service.
