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Digital Digest: The Latest Tech News – Mirabaud, Wealth Dynamix, Temenos
Editorial Staff
26 April 2022
Mirabaud
Swiss private bank .
The announcement highlights how digital services are integral to wealth management – a process arguably accelerated by changing client/firm relationships and engagement as a result of the pandemic.
Mirabaud will switch to software-as-a-service (SaaS) on the Temenos Banking Cloud, the Geneva-based bank said.
The bank will use Temenos wealth banking capabilities from self-service channels and portfolio management to back-office processing, payments, financial crime mitigation and data lake. The breadth and depth of Temenos Wealth capabilities will enable Mirabaud to deliver a digital customer experience with personalised services and highly automated processes. (A “data lake” is a centralised repository that allows you to store all your structured and unstructured data at any scale, according to one internet definition.)
The Wealth Dynamix product, CLMi, is a software-as-a-service and client lifecycle management solution. It delivers a digital end-to-end experience for client engagement, client onboarding and the client relationship management system to make relationship managers more productive.