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IBSi Newsletter

Wealth Management & Private Banking Systems Report Q1 2024

456 Pages

Changing demographics of advisors and investors, new asset classes, evolving business models, regulatory mandates, and intense competition characterize the Wealth Management and Private Banking industry. IBS Intelligence offers a broad spectrum of insights in the industry, ranging from thought leadership, consulting engagements, to in-depth coverage of 30+ technology vendor profiles, their clients, and their implementation experiences.

Freshly curated Market Landscape Section comprising the Market Overview, Top 5 Trends, and Top 5 Challenges.
Access to IBSi’s iconic Annual Sales League Table for Wealth Management and Private Banking, including Investment & Fund Management
In-depth coverage of 24+ global Wealth Management and Private Banking technology vendor profiles, including company history, product suite, user lists, customer experiences, way forward strategy and more.
Library of successful global Wealth Management and Private Banking technology use cases, independently authored and curated by IBSi’s analyst team.
Fresh thought leadership via opinion pieces and interviews with global leaders brought to you by IBSi’s editorial team.

Global coverage of 65+ countries
Authored by IBSi’s research team, consisting of subject-matter-experts across Wealth Management and Private Banking verticals
Quarterly dynamic report updates to bring you first-hand information in a timely manner
Complimentary 1-hour of IBSi analyst time bundled with each subscription

Financial Institutions – CIOs, CTOs, IT, and digital transformation teams rely on our research to make the right technology selection and investment decisions
Financial Technology companies – Founders, CXOs, product and strategy teams, use our research to stay competitively intelligent, keeping a close track of peer activity and trends globally
Consulting firms – Research leaders and client consulting teams find this report useful to gain insights, spot opportunities, and provide clients with fact-based metrics.
Institutional investors – Investment teams find this report useful whilst conducting thorough business and financial due diligence prior to making investment decisions

Executive Summary
Market Landscape
- Introduction
- Market overview
- Government Regulations/Initiatives
- Impact of COVID-19
- Emerging Market Trends
- Potential Treats/Challenges
Vendor Landscape
- Introduction
- IBSi SalesVision
  - Fund Management
  - Private Banking
- IBSi SLT Leadership Club 2023
- IBSi Annual Sales League Table 2023
  - Private Banking & Wealth Management Sales League Table
- Vendor Profiles
  - Azentio
  - Bravura Solutions
  - Broadridge
  - Capital Banking Solutions
  - Comarch
  - Ebixcash Financial Technologies
  - ERI Bancaire
  - Finartis
  - Finnova AG
  - FIS
  - Flinks
  - FNZ
  - GBST
  - Intellect Design Arena
  - International Private Banking Systems – IPBS
  - InvestCloud
  - JUMP Technology
  - MIMICS Financial Software
  - Objectway
  - Profile Software
  - Simcorp
  - SS&C
  - SS&C / Advent Software
  - TCS Financial Solutions – Bancs
  - Temenos
  - VeriPark
  - Vermeg
- Use Cases
  - Digital onboarding for investment in mutual funds at ICICI Bank
  - Robinsons Bank, one of the fastest-growing commercial banks in the Philippines, goes live with MoneyWare
  - MAS APIX connects to Intellect Design Arena’s Wealth Cinnamon
- Leaders Speak
  - Embedded Wealth: Could your future investment portfolio be with your supermarket?
  - Wealth managers need to anticipate the unpredictable
  - How AI helps advisors drive successful ESG strategies
  - How banks can compete in today’s trading scene
  - APIs – The new investor focus
- IBSi Views
  - Digital onboarding of wealth customers: what, why and how
  - Robotics | driving new age banking
  - Digital banking implications in Wealth Management
  - Customer list by country

Your subscription can be viewed in the form of a digital PDF reader and will be auto-renewed annually until cancelled.

Questions about this report? Interested in a corporate subscription to our research for your entire team? Write to us at subscriptions@ibsintelligence.com

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