Wealth Management & Private Banking

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

forbes report: the next generation wealth manager (opens in a new tab)
get in touch

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.

explore our portfolio management solution

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

download the whitepaper

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 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.

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.

Customer Success Stories

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…
More Success Stories
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 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.

Multiexperience Development Platform

Deliver a best-in-class user experience as a consistent and seamless multiexperience digital journey across various touch points and modes of interactions.

Related Insights

Video

A Wealth of Opportunities

Join this session to find out how the most comprehensive end-to-end wealth solution can help banks and wealth managers to grow their AuM and protect their margins through a rich digital experience, tailor-made investment services, new products, and services while complying with the most recent regulations.
White Paper and Report

Forrester Deals Survey 2021

The Forrester survey recognizes Temenos as the only Global Power Seller with a 20% increase in new named deals. This is the 15th time that Temenos has achieved Global Power Seller status.
More Insights

Latest News

More News