Wealth Management & Private Banking

Engage, build and deliver wealth plans with your clients to help them achieve their wider financial goals using the latest in AI 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.

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

$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 for Retail Banking

Accelerate digital transformation across customer journeys from acquisition and origination through mobile and omnichannel banking, to long term customer retention and upsell.

Temenos T24 Transact for Retail Banking

Temenos T24 Transact provides cutting edge functionality that enables retail banks to create innovative and personalized banking products targeted at new and existing customers.

Temenos Payments

A universal end-to-end payments solution based on ISO 20022 standards and support for all payment types.

Temenos Financial Crime Mitigation

Covering watchlist screening, anti-money laundering, fraud prevention and KYC, our uniquely flexible range of intelligent and versatile solutions enhance detection and reduce cost.

Customer Success Stories

JS Bank

To thrive in an increasingly digital economy, JS Bank set out to enhance its product offering—aiming to deliver market-leading financial solutions and across the board access to competitive products.

Julius Baer

Asia represents a key market for Julius Baer, one of the oldest and most prestigious Swiss private banks. To drive growth in the region, where it provides investment management and…

Banque Cantonale Vaudoise

Supported by Temenos Wealth Management, 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…

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.

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.

Report

AI and The Modern Wealth Manager – Results Europe

Temenos and Forbes Insights surveyed 310 wealth managers (WMs) and high-net-worth individual investors across the globe about their acceptance and use of digital wealth technology including AI in wealth management.

Report

AI and the Modern Wealth Manager – Latin America

As digital wealth technology including artificial intelligence (AI) increasingly finds its way into the hitherto traditional world of wealth management, a new balancing act has emerged that will define the future of the industry


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