Temenos 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 Wealth will help you grow and digitize your business.
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’ DataSource is an Enterprise Data Management solution that improves the quality of your market and reference data on an automated basis.
Embedded real-time advanced analytics built on a modern data platform.
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.
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
$ 19 TRILLION+
Over 19 trillion+ in assets are managed with Temenos software
30% improvement in back office productivity
Up to 60 %
Up to 60% reduction in use of applications
Why Temenos Wealth?
Improves advisors’ decision making acting as a single source of truth. Temenos 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 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
Temenos 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 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.
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…
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…
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…
Read the Success Story
“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
You’re in Good Company
Temenos Wealth DataSource is an Enterprise Data Management solution that improves the quality of your market and references data on an automated basis.
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.
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.
The report, titled “The Next-Generation Wealth Manager,” found that 64% of wealth management executives believe the industry’s future lies with mass-affluent investors, a notable change considering that 32% agreed that…
Services have been changing since the arrival of digital platforms and the deployment of technologies like artificial intelligence. Now it’s vital for wealth managers to heed the demands of clients…
We have seen a huge transformation in banking customer experience as banks attempt to differentiate themselves from their banking competitors.