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Private Banking and Wealth Management Systems Case Studies

  • Report

  • August 2019
  • Region: Global
  • IBS Intelligence
  • ID: 4807980

The advent of sophisticated products, increasing demand of a growing global HNI population and a higher sophistication in reporting and compliance have all made the Private Banking and Wealth Management technology arena a very different one than what it was ever before.

This compilation of Private Banking and Wealth Management Systems Case Studies focuses on projects across five different suppliers and banks across geographies.

It contains a thorough analysis of the system conversion process based on the real-life experience of financial institutions around the world, starting with selection, continuing through the implementation phases, to going live with the new system, and analyzing the outcome. It also presents readers with an independent, unbiased view of the challenges faced by each financial institution.

The case studies cover in detail the following areas:

  • Reasons and drivers for change
  • Project profile
  • System selection
  • Implementation phases
  • Challenges and lessons learnt
  • Results and advice

This publication will help make the intricate process of wealth management and private banking system conversion a smoother journey, resulting in fewer mistakes along the way and a more cost, time and resource-effective operation – with considerably less stress.

Table of Contents

About this publication:

Private Banking and Wealth Management Systems Case Studies

Case Studies:

  • Coutts & Co
    • Vendor: Avaloq
    • System: Avaloq Banking Suite

  • Blueshore Credit Union
    • Vendor: Temenos
    • System: T24

  • Bank Hapoalim Switzerland
    • Vendor: ERI
    • System: Olympic

  • JM Finn
    • Vendor: Objectway
    • System: Total Wealth Solution

  • Stocks & Securities Limited (SSL)
    • Vendor: International Private Banking Systems (IPBS)
    • System: IPBS

Companies Mentioned

  • Avaloq
  • Bank Hapoalim Switzerland
  • Blueshore Credit Union
  • Coutts & Co
  • ERI
  • International Private Banking Systems (IPBS)
  • JM Finn
  • Objectway
  • Olympic
  • Stocks & Securities Limited (SSL)
  • Temenos
  • Total Wealth Solution