Introduction

Temenos Analytics’ Content Packs are portfolios of analytics measures (contents) for banks and financial institutions that provide insights to senior management and other personnel in operations. These Content Packs are available for Retail Banking, Financial Analytics, Corporate Banking and Wealth Management within the Advanced Analytics Platform or the Reporting Platform.

This document provides a catalogue for the contents within the Wealth Analytics Content pack that can be added to the Base version of the Analytics application within the Advanced Analytics Platform and is compatible with all other content packs.

The Wealth Analytics Content Pack is designed for financial institution offering Wealth Management and Private Banking services and looking into the possibility to make their business more efficient and profitable. The tools within the pack measure the performances and derive insights from Wealth-related business data – specifically these tools consist of:

• Information Tiles: used to highlights business metrics through various types of charts and visuals

• KPIs: used to compare actual values versus targets

• Dashboards: used to collect Information Tiles and KPIs covering the same Wealth area and provide a meaningful overview of significant trends over time.

• Pivot Reports (based on either SSAS Cubes or Datasets from the Analytics Warehouse): allow end user to slice, dice and pivot data

• Quick Reports that displays detailed data and that can perform calculations, grouping or sorting

The tools above focus on the following areas:

• Asset Under Management (AUM), or Asset Management for short, will control trends in crucial measures such as the total AUM Balance and its distribution across different types of clients

• Corporate Actions looks at various metrics around corporate actions and events such as dividend issues, bond coupons, etc. Through the Corporate Actions’ contents, banks will be able to oversee the number of entitlements created or authorized together with the cash, security and P&L transactions

• Portfolio Types and Services Analysis, or Portfolio Management for short, allows bank users to do analysis around how portfolios are performing. For example, users will be able to monitor how fast employees are growing, the number of portfolios they are managing and how much they hold as assets under management.

• Wealth Management Business Performance Tracking, or Wealth Management for short, focuses on several high level areas including bank clients, transactions, employees and revenues, encompassing important Wealth-related metrics. This area includes various types of clients’ segmentation and analysis, employees’ performance and actual-vs-target analysis meant for employees to track their performance and revenue reports that break down how earnings are distributed across certain areas such as bank units or clients segments and sectors.

Wealth Analytics enables Wealth Management and Private Banks to closely monitor and analyze complex onboarding processes, increases operational efficiency and delivers a smooth user experience.

• Frictionless user journey – complex Wealth Management-related analyses are made simple through clear visuals and easy-to-use reports. The most important metrics are centralized through customizable dashboards

• Increased Operational Efficiency – Supervisors can closely monitor employees’ and branches’ performances and the assets managed by each business unit or level of the bank’s hierarchical structure.

• Timely decisions based on accurate information – users are able to review the latest information about newly acquired or lost customers, portfolios and AUM in order to act upon it fast

• Increased Margins – clear and correct Wealth-related data improves efficiency, transparency and makes profitable and unprofitable products and business units easier to spot

• Personalized products: Segmentation, hierarchies and targets can be customized to meet the specific KPIs based on the bank’s requirements. The design of reports and visuals is also easy to adjust and pivot reports can be sliced and diced by bank users in real-time for tailor-made analyses