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.
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
$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.
Temenos Data & Analytics
Embedded real-time advanced analytics built on a modern data platform.
Temenos Regulatory Compliance
Address fraud, remain compliant with regulations and manage risk with our modular products.
Temenos Country Model Banks
Regional functionality for over 150 countries using our packaged model bank framework to go-live faster.
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…
“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
Related Insights
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.
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.
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
Latest News
How Wealth Managers Are Using Technology To Understand Their Clients Better
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…
How Digital is Transforming Banking Customer Experience (CX)
We have seen a huge transformation in banking customer experience as banks attempt to differentiate themselves from their banking competitors.
Catching Up – More Changes to Regulation CC
On June 24, 2019, the Consumer Financial Protection Bureau (CFPB) and the Federal Reserve Board issued an amendment to Regulation CC, which also resulted in an amendment to Regulation DD.…
