Mirabaud launches Digital Transformation Programme and chooses Wealth Dynamix & Temenos for its wealth management services

Geneva, 25 April 2022 – We’re proud to announce that Mirabaud is launching the largest digital transformation project the bank has ever embarked on and Wealth Dynamix’s CLM solution, CLMi will be core to its capabilities.  

Pushing ahead its highly regarded entrepreneurial and passionate team to the next level of client servicing with the adoption of enhanced digital front and back-office capabilities, the step presents an exciting next chapter for the well-established Swiss banking group and we’re proud to be part of it.  

Starting in Spring of 2022, Wealth Dynamix and Temenos (SIX: TEMN) will be supporting Mirabaud’s move from traditional on-premise systems to deliver a digital end-to-end wealth management platform for the Group over the next few years. 

‘Prepared for Now’, readying for tomorrow 

With the generational transfer of wealth, new regulations and growth in asset classes such as private equity or digital assets, the switch to 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 : from self-service channels and portfolio management to back-office processing, Payments, Financial Crime Mitigation and Data Lake. The breadth and depth of Temenos Wealth capabilities will enable Mirabaud to deliver a digital customer experience with personalised services and highly automated processes.  

Privacy is and will always remain an absolute key consideration for Mirabaud in the selection of its business partners, of which Temenos and Wealth Dynamix who both leverage an advanced technology architecture to deliver the utmost secure cloud-native platform. All personal data is fully encrypted and tokenized, ensuring no customer identifying information is ever held on either the Temenos or CLMi systems.  

Wealth Dynamix product CLMi is a secure SaaS, scalable and digital-first Client Lifecycle Management (CLM) solution. It fully supports Mirabauds goals 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 remains at the heart of the Mirabaud service offering.  

 

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 entreupreneurial and passionate human approach with cutting edge technology”.   

Gary Linieres, CEO and Co-founder of Wealth Dynamix commented:We are absolutely thrilled to be working with Mirabaud, one of the longest established and highly regarded Swiss family-owned private banks. Mirabaud’s vision is a great fit for our own – to transform their global business using our Saas platform, CLMi, to deliver digitised client journeys from early stage engagement and client onboarding to day-to-day relationship management. This vision is why CLMi exists, our technology will enable them to deliver the strategic change required to remain a leader in the rapidly changing market, whilst enhancing the character and reputation which has been their hallmark of success for so many years 

Max Chuard, Chief Executive Officer, Temenos, commented: We are delighted that Mirabaud has selected Temenos to accelerate its digital transformation in the cloud. The private wealth management industry is changing rapidly, and traditional business models must adapt to meet todays client expectations. With Temenosstate-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. 

 

The Mirabaud Group  

The Mirabaud Group was founded in Geneva in 1819. With its four core values of Independence, Conviction, Responsibility and Passion, it has grown over the years into an international group offering its clients personalised financial services and advice in various areas of activity. Its expertise lies in Wealth Management (portfolio management, investment advice and services for independent asset managers), Asset Management (institutional management, fund management and distribution) and highly specialised Corporate Finance services (equity research, corporate advisory, capital markets and execution).  

Mirabaud has always been strongly committed to responsibility and sustainability. This is reflected in its interactions with clients, employees and society as a whole. As a signatory of the United Nations Principles for Responsible Investment (PRI) since 2010, Mirabaud has the highest rating in this area thanks to its governance and its committed global strategy.  

The Group employs around 700 staff and has offices in Switzerland (Geneva, Basel and Zurich), Europe (London, Luxembourg, Paris, Madrid, Barcelona, Valencia, Seville and Milan) and the rest of the world (Montreal, Dubai, Abu Dhabi, Montevideo and São Paulo).  

 

For more information, please contact:  

Joanne Donoghue  
Wealth Dynamix
+44 7771 554811
joanne.donoghue@wealth-dynamix.com

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Wealth Dynamix delivers Client Lifecycle Management solutions to the world’s leading private banks and wealth and asset management firms.

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