Serve the Mass Affluent Market
Serving the rapidly growing volume of the Mass Affluent market presents the best opportunity for retail banks to capture a share of the wealth management market. Temenos Infinity integrates wealth management capabilities directly into the omnichannel banking experience.
Robo-Advisor delivers an automated portfolio management capability as part of the Temenos Infinity customer experience for retail banking. A full feature set offers investment management advice and execution at a price point attractive to the mass affluent consumer.
Temenos Goal-Based Investing
Focusing on the aspirational goals of the customer, Temenos’ integrated Goal-Based Investing module extends the standard Robo-Advisor to provide capabilities for customers either in self-service mode or via their Relationship Manager to set up different goals, match with the best-fit investment products and track these through to their goal completion.
The Next-Generation Wealth Manager
Advancing services and personalization with technology