We are pleased to announce the successful implementation of the Temenos Wealth solution for Banco Sabadell, Miami Branch’s Private Banking business.
As a long-term user of the Temenos Transact back-office solution, Banco Sabadell, Miami Branch, was looking to enhance its customer service by providing a comprehensive front-office solution to support its client advisors. OneAston assisted the bank in defining its requirements and how these could be achieved in the Temenos solution.
Within the challenging context of COVID lockdowns and remote working, the teams of both organizations worked together remotely to implement the solution and complete a successful project. This success illustrates the strength of both organizations, including OneAston’s delivery model which operated entirely remotely across its delivery centers located in Asia and North America. The project leveraged the OneAston expertise, methodologies and adaptability coming from many years of successfully implementing the Temenos platform.
The addition of the Temenos Wealth solution has provided several key features and functions for Banco Sabadell, Miami Branch such as customer dashboards, consolidated portfolio views, investment performance and valuation, order input with pre-trade compliance checking, investment proposal generation and enhanced client statement reporting.
“We are excited to have been able to implement Temenos WealthSuite with effective support from OneAston and a great effort by our Sabadell team. This solution will offer great value to our front-office team, bringing an upgrade in technology to support in the management of our clients’ investments, offering detailed information provided in an easy to use and powerful interface.”
- Julian Fernandez, EVP, Head of Private Banking of Banco Sabadell, Miami Branch
“We have certainly enjoyed working so closely with such a knowledgeable partner like Banco Sabadell, Miami Branch throughout this project to maximize the value they receive from the Temenos solution. This project was a great challenge for our delivery teams and working entirely remotely within COVID restrictions required strong agility and collaboration.This is a great example where building trust and clear communication is key to achieving successful outcomes for our clients."
- Dave White, co-founder of OneAston
About Banco Sabadell, Miami Branch: Banco Sabadell has operated an international full branch in the United States since 1993, when it established its office in Miami. The bank offers corporate banking services to international companies in the Americas market, as well as international private banking services primarily to Latin American high-net-worth individuals seeking personalized financial guidance. Its business model is based on a close and strategic relationship with its customers, resulting in client-loyalty and long-term customer retention. This, along with the permanent orientation towards the search for performance, quality and innovation, enables Banco Sabadell, Miami Branch to be highly regarded in the Americas banking world.