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 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
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.
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.
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.
Temenos has supported ABN AMRO every step of the way providing solutions for international corporate banking, private banking, and global international payments.
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, 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…
“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.”
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.
In the race for customer, acquisition and retention private banking falls behind. A lot of pressure is applied to the Private Wealth Industry. The global pandemic has seen a shift not only in how wealth managers interact with their clients but also in a change in their client’s expectations.
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.
A leading US personal finance platform selects Temenos technology to power its Invest, Borrow and Spend products for its hundreds of thousands of clients
A global study of asset management professionals reveals investment over the coming 12 months will focus on technology and data infrastructure, and ensuring ESG compliance.
Please join us for Temenos Synergy Online, where we’ll be bringing together best-in-class banking executives, thought leaders and industry voices for a jam-packed day of interactive, exclusive content.
TCF Online will bring the key announcements, customer insights and the latest software demonstrations from Temenos direct to your screen in this 2-day interactive, online-only and free to attend virtual event.
Register Now! This online event is open exclusively to members of the Temenos Community. You will receive confirmation of your spot at Synergy Online upon approval. Have questions? Contact us…
TCF Online will bring the key announcements, customer insights and the latest software demonstrations from Temenos direct to your screen in this 2-day interactive, online-only and free to attend virtual event.
