Swiss international banking group Mirabaud has selected cloud banking platform Temenos and Wealth Dynamix, a provider of Client Lifecycle Management (CLM) technology, to support its move to a digital end-to-end wealth management platform over the next few years.

The switch to Software-as-a-Service (SaaS) on Temenos Banking Cloud gives Mirabaud the agility to quickly adapt to changing investment opportunities and client expectations.

Mirabaud will also use the complete suite of Temenos wealth banking capabilities; self-service channels, portfolio management, back-office processing, payments, financial crime mitigation and data lake.

Temenos’ wealth capabilities will enable Mirabaud to deliver a digital customer experience with personalised services and highly automated processes.

Wealth Dynamix product CLMi is a secure SaaS, scalable and digital-first CLM solution.

It fully supports Mirabaud by delivering a digital end-to-end experience for client engagement, client on-boarding and CRM that will enhance the productivity of relationship managers as well as operations and compliance specialists.

In addition, CLMi will enable digital engagement with end clients to ensure client satisfaction.

Camille Vial, CEO of Mirabaud said,

“This key investment for the Mirabaud Group is a clear demonstration of our dedication to our clients: positioning ourselves as a leading partner for them today, and the generations to come.

 

We are working to carry on adapting quickly to their needs and to market trends whilst never losing sight of our core vision and values: combine our entrepreneurial and passionate human approach with cutting edge technology”.

Max Chuard, Chief Executive Officer of Temenos said,

“With Temenos’ state-of-the-art cloud platform, wealth management firms can gain quicker time to market, massive scalability, and higher security.

 

With Temenos, Mirabaud can continue evolving and innovating in the market to deliver exceptional client experience and attract a new generation of investors.”