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

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.

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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

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

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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.

Model Bank Approach - Leverage Temenos’ Experience

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 Vaidoise (BCV) achieved rapid growth of assets under management. To achieve its next goal of becoming the leading onshore private wealth management firm…

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.

Brochure

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.

Brochure

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.

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.

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