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.
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.
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.
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
Temenos Infinity 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.
Markets in Financial Instruments Directive II (MiFID)
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.
Temenos Country Model Banks
Regional functionality for over 150 countries using our packaged model bank framework to go-live faster.
Temenos Data & Analytics
Embedded real-time advanced analytics built on a modern data platform.
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.
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…
Banque Cantonale Vaudoise – Success Story
Supported by Temenos Infinity Wealth, Banque Cantonale Vaudoise (BCV) achieved rapid growth of assets under management. To achieve its next goal of becoming the leading onshore private wealth management firm…
“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
Related Insights
Temenos Infinity – The Traditional Wealth Manager, Digital Technology, AI and Changing Client Expectations
Wealth Management has often been seen as lagging behind the rest of the financial services sector in terms of digitization. Watch this session to see how this is far from being the case.
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.
Temenos Infinity Wealth Brochure
Temenos Infinity 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.
Latest News
Leading Vietnamese Bank Selects Temenos Infinity Wealth to Bring Pioneering Wealth Management Services to Investments Market
Military Commercial Joint Stock Bank adds Temenos Infinity Wealth to its Temenos Transact core banking product to gain a front-to-back, AI-powered wealth management solution.
Temenos Infinity Wealth Named ‘Best Onboarding Solution’ at 2020 Wealth Briefing Asia Awards
Cloud-native, AI-powered Temenos Infinity Wealth won judges recognition for optimizing client onboarding and driving business profitability.
Itaú Private Bank International Selects Temenos SaaS to Power International Banking Operations on a Single Wealth Management Platform
Itaú Group extends its relationship with Temenos, choosing SaaS-powered Temenos Infinity Wealth and Temenos Transact – fully configured, pre-packaged solutions with embedded local compliance for the bank’s Swiss and U.S. operations.
