IBS Journal Supplement: Wealth Management
Software & Solutions

There is more change in the wealth management sector than ever before, with incumbent providers being squeezed by heightened customer expectations, new competitors and new regulations. Can they survive the onslaught? We speak to a number of market players about what they see as the priorities and likely make-up of the sector going forward.

The latest issue of the Wealth Management Supplement features:

Overview: Wealth management – what’s on the agenda?

The latest trends and developments in the wealth management and private banking software markets around the world.

Vendor focus: Temenos

What has Temenos been up to in the wealth management space and should other vendors watch out?

Analysis: World Wealth Report 2015

Capgemini and RBC Wealth Management have recently carried out their periodic look at what is going on in the wealth management sector. Their World Wealth Report 2015 suggests a reasonable level of satisfaction among high net-worth individuals (HNWIs) at present but with a new generation bringing different demands, including a strong preference for digital services.

Case study: Crèdit Andorrà

When Crèdit Andorrà selected a new private banking platform in 2007, it was a single entity. Today, the group is made up of four banks and these all run from a central platform, the Avaloq Banking Suite.

Innovation spotlight: Blueshore Financial Credit Union

Vancouver-based Blueshore Financial is a member-owned credit union that caters for the high net-worth segment. What is its underpinning strategy and technology?

 

Want to know more about the technology suppliers to the wealth management and private banking industry? Our in-depth Wealth Management and Private Banking Systems Report is help at hand. Click here to find out more.


What is the IBS Journal Supplement?

Each issue of our flagship monthly IBS Journal includes a Supplement, dedicated to a specific area of banking technology. The Supplements are part of the IBS Journal subscription.

IBS Journal Supplements cover a wide range of subjects pertinent to the financial technology industry worldwide. They include detailed case studies, analysis, interviews and other feature articles.

Each publication features independently researched and compiled material, with no advertorial or contributed articles. All articles are written by IBS, and we believe that this dedication to quality is unique among publications in the banking/financial services technology space.

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