The Makati-headquartered bank will implement the Temenos Wealth solution to enhance its private wealth unit, which currently offers investment advisory, wealth planning, trust and fiduciary services, among others, to high and ultra high net worth clients and their families.
Temenos says its offering will provide the bank’s wealth management business with AI-powered wealth analytics, digital onboarding and self-service capabilities, including robo-advisory and goal-based planning.
These broadened abilities will support the automation of investments, order generation and compliance checks within the unit’s internal operations.
