Temenos入选2026年财富科技100强

Founded 1993Grand-Lancy, Switzerlandwww.temenos.comsalesteam@temenos.comEmployees: 5,001-10,000Regions of operation:Temenos serves clients in over150 countries and operates49 offices across 36 countries,spanning North America,Europe, the Middle East andAfrica, and Asia-Pacific KEY EMPLOYEES: Takis SpiliopoulosChief Executive Officer (CEO)and interim Chief FinancialOfficer (CFO) Barb MorganChief Product andTechnology Officer (CPTO) PRODUCT NAME:Temenos Wealth William MoroneyChief Revenue Officer(CRO) Subsectors:B2C Robo Advisors, Portfolio Management & Reporting, Investing Tools, Risk Analysis &Management, Alternative Investment Solutions, Compliance & Regulation, Data & Analytics, FinancialServices Software, Client Prospecting & Engagement, Payments, Financial Crime Mitigation, Digital SelfService, Mass Affluent PROBLEM BEING SOLVED TECHNOLOGY OFFERING Temenos is a global provider of bankingtechnology that delivers a comprehensivesuite of core banking and composablefinancial services solutions. Its platformsenable financial institutions to moderniseoperations and deliver next-generationdigital banking and wealth services. Banksof all sizes use Temenos technology—deployed on-premises, in the cloud, or asSaaS—to launch new products, improveoperational efficiency, and provide AI-enhanced, customer-centric financialexperiences. Temenos Wealth addresses the challengefaced by wealth managers attempting todeliver differentiated, digital-first clientexperiences while operating on complex,fragmented, and costly legacy systems. Temenos Wealth is built on a modern,cloud-native and cloud-agnostic platformthat supports deployment via publiccloud, private cloud, SaaS, or on-premiseinfrastructure. The platform enables firms to modernisefront-to-back wealth operations through aunified, composable solution that enhancesadvisor productivity, improves clientengagement, and automates key processes. The architecture is API-first and composable,enabling standalone adoption and seamlessintegration with third-party systems. Aunified data foundation consolidates client,portfolio, transaction, and market data tosupport analytics, risk management, andreporting. By combining digital wealth capabilities,front-office tools, data and analytics, andintegrated securities and portfolio services,Temenos helps firms reduce operationalcosts, manage risk and compliance moreeffectively, and scale personalised wealthservices across channels and markets. Automation and straight-through processingenhance operational efficiency, whileenterprise-grade security and compliancecontrols support regulated wealthmanagement operations. PRODUCT DESCRIPTION Temenos Wealth is a comprehensive wealth management platform designed to support the full lifecycle of wealth services for privatebanks, universal banks, retail banks, investment firms, and wealth managers. The solution brings together digital client engagement,advisory capabilities, portfolio management, securities processing, reporting and market data management into a single integratedenvironment that enables financial institutions to deliver personalised investment services while improving operational efficiency. At the front end, Temenos Wealth provides advanced digital wealth capabilities that enable firms to deliver consistent omnichannelclient experiences. Clients can onboard digitally, access investment services through self-service interfaces, and interact with advisorsthrough integrated digital channels. These capabilities allow institutions to design personalised investment journeys that combinedigital engagement with human advisory support, enabling wealth managers to serve clients efficiently across different segments andgeographies. The platform also includes a robust wealth management front office designed for relationship managers, advisors and portfoliomanagers. Through a consolidated dashboard, advisors gain a unified view of clients, portfolios, holdings, and transaction histories. REGION:GLOBAL| SECTOR:WEALTHTECH COMPANY RESEARCH PROFILE This integrated perspective improves the quality of client interactions, supports suitability assessments, and allows advisors to delivertailored investment advice more efficiently. The system also assists with day-to-day client servicing, portfolio monitoring, and clientreporting. Beyond the front office, Temenos Wealth incorporates integrated portfolio and securities services that support multiple asset classesand the full transaction lifecycle. These services cover order management, trade execution, settlement, custody, and corporateactions processing. By combining these capabilities within a single platform, the solution ensures consistency and efficiency acrossmarkets while reducing reliance on multiple disconnected systems. A strong data layer underpins the entire platform, consolidating client, portfolio, transaction, and market data into a single sourceof truth. This data infrastructure supports analytics, reporting, an