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 Analytics
A comprehensive Reporting, Analytics and Business Intelligence product allowing banks to be more efficient and profitable by providing robust, banking specific, financial, profitability, customer, and digital analytics.
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.
Temenos Events On-Demand
Watch Temenos Wealth videos from Temenos 2020 events on-demand now.
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.
Alpian – Success Story
Alpian SA is a new Swiss digital bank that provides people with assets of between CHF 100,000 and 1 million with tailored private banking and wealth management services. To capture…
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…
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
Temenos AI – Smart Wealth Advice – Solution and Model Demo
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.
AITE Group White Paper: Covid-19: A Global Perspective on the Impact on Wealth Management
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.
Latest News
The Temenos Value Benchmark – Maximizing Business Value From Your Investment in Information Technology
We all know that disruptive technologies like Cloud/SaaS, Microservices, APIs and AI are having a profound impact on the way banking services are delivered and consumed today. This is leading to the twin trends of digital and open banking, and hence changing the very structure of the banking value chain. Meanwhile, non-traditional entrants like the technology giants, neo-banks and fintechs, are leveraging these technologies to compete in banking, and that too with a cost base 30-60% lower than incumbent banks.
The Wealth Management Spoils Will Go To The Digital-First
In this Blog we speak about the most recent findings of the report by AITE Group LLC, who have reviewed the impact for COVID19 on the Wealth Management Sector.
Leading Vietnamese Bank Selects Temenos Infinity Wealth to Bring Pioneering Wealth Management Services to Investments Market
Military Commercial Joint Stock Bank adds Temenos Infinity Wealth to its Temenos Transact core banking product to gain a front-to-back, AI-powered wealth management solution.