Solution introduction

Temenos Digital for Wealth is an investment solution that provides a complete digital customer experience for servicing wealth products from mass affluent customers up to High-Net-Worth-Individuals

Why Temenos Digital for Wealth?

Digitalize Wealth Management
Support the digital servicing of the new generation of High-Net-Worth Individuals. Provide tools for digital collaboration with investment advisors and introduce a hybrid model. Reduce the cost of servicing by enabling your customers to self-serve and take control of their investment decisions.

Offer Next-Generation Investment Experiences
Engage with your customers in an easy and low-friction way compared to traditional investment services. Provide them with the self-service capability to access their wealth, react fast to market changes, and be in complete control of their investment portfolio.

Convert Savers to Investors
Bring investment services to Mass Affluent clients and keep their financial assets in your bank by offering the best investment services and products for all their financial needs. Seamlessly integrate their retail and investment experience in one app and build long-term customer relationships.

Create Smart Digital Experiences
Create frictionless, personalized, and secure banking experiences to increase customer satisfaction. Use data analytics and AI to provide actionable customer insights. Drive stronger customer engagement and loyalty through a multi-channel strategy from native mobile to web apps.

Increase Agility
Get to market fast with an extensive repository of ready-to-go features. Have the freedom to leverage the open and flexible platform of Temenos Digital within your architecture. Being cloud agnostic allows for any cloud platform of your choice and elastically scale on demand. Simplify the connectivity to any core banking system and implement changes fast while managing application development time and costs. Benefit from extensive APIs to create your banking apps.

Go Beyond Banking
Thrive in a world of open banking and FinTechs by easily integrating into third-party systems or leveraging pre-built integrations from the Temenos Exchange. Create your own digital ecosystem and aggregate data from external providers to deliver value-added services and open innovation to your clients.

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