Wealth Management & Private Banking

Empower your portfolio and relationship managers with the latest in wealth management and modern cloud technology.

Wealth Management & Private Banking Solution

Changes in demographics, technology, environment and social behaviors have set the ground for rapid digital transformation in the wealth management industry.

Successful wealth managers will differentiate themselves in how they use technology, enhance their customer experience and innovate using insights gained through advanced analytics. New markets defined by the mass affluent open up opportunities for the sector making the use of technology to enter the segment essential.

There has never been a better time for the wealth management industry to review and replace its operating technology.

Wealth and Private Banking - Sailboat

Holistic Wealth Management

Wealth owners are increasingly looking for a holistic wealth management service that focuses on their overall life goals and longer-term wealth plans.

Wealth and Private Banking - AI

Automation

Automation in this sector used to be focused on back-office and settlement activities. More and more, customer goal planning and advisor interactions are also being assisted and enhanced by automation and AI.

Wealth and Private Banking - Older couple on couch with laptop

Digital Engagement

Although there is still an important place for personal, advisor-lead engagement, wealth owners are increasingly enthusiastic about enhancing this personal approach with intelligently applied digital technology.

Wealth and Private Banking - Smart Home Speaker

Growing Mass Affluent Sector

Changes in AI and automation technology are enabling banks to address the growing mass affluent market in a cost-effective and client-focused way.

Forbes Insights: The Next-Generation Wealth Manager

Advancing services and personalization with technology

Measurable Success

$ 19 TRILLION

Over $19 trillion+ of assets are managed with Temenos software

30 %

30% improvement in back office productivity

Up to 60 %

Up to 60% reduction in use of applications

Products

Temenos Infinity Wealth Advisor

Integrated, role-specific, multi-channel capabilities to relationship management staff to support their daily interactions and long-term relationship with mass affluent and U/HNW customers.

Temenos Wealth

Temenos 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.

Temenos DataSource

Temenos’ DataSource is an Enterprise Data Management solution that improves the quality of your market and reference data on an automated basis.

Customer Success Stories

MMG Bank

Panama ranks alongside London, Hong Kong, Geneva and Singapore as a global leader for wealth management and private banking. A stable economy, a business-friendly regulatory landscape and a high concentration…

Mizrahi Tefahot

Israel’s third largest bank by assets, Mizrahi Tefahot provides a comprehensive range of commercial, personal and domestic banking services. To build on its leading position in the competitive Israeli banking…

Westpac

Westpac General Insurance has been operating for 20 years and specializes in Home and Contents, Consumer Credit, Travel and Business Insurance. With over 1 million policies in force representing approximately…

Julius Baer Success Story - Asian Lanterns

“We are pleased with the go-live in Asia, which is our second home market. Temenos Wealth is laying the operational and technical foundation for our growth in the region. After last year’s integration of the Temenos T24 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

Read the Success Story

You’re in Good Company

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.

Brochure

DataSource Brochure

Temenos Wealth DataSource is an Enterprise Data Management solution that improves the quality of your market and references data on an automated basis.

Brochure

Temenos Wealth Brochure

Temenos Wealth is designed to industrialize the investment process allowing you to efficiently manage investments for large numbers of complex portfolios and achieve maximal investment performance.

Report

Forbes Report – The Next Generation Wealth Manager

To develop a full understanding of the qualities that will propel wealth managers successfully into the future, one must start with the client — high-net-worth individuals (HNWIs) and mass-affluent investors, both of whom bring to the table a tech-forward attitude and the will to grow their assets.


Latest News