List of Amundi ALTO Wealth & Distribution- Client Engagement Customers
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Since 2010, our global team of researchers has been studying Amundi ALTO Wealth & Distribution- Client Engagement customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased Amundi ALTO Wealth & Distribution- Client Engagement for CRM and Investor Relationship Management from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using Amundi ALTO Wealth & Distribution- Client Engagement for CRM and Investor Relationship Management include: Targobank, a Germany based Banking and Financial Services organisation with 7000 employees and revenues of $2.50 billion, BNP Paribas Germany, a Germany based Banking and Financial Services organisation with 6000 employees and revenues of $1.75 billion, Vontobel, a Switzerland based Banking and Financial Services organisation with 2340 employees and revenues of $1.61 billion and many others.
Contact us if you need a completed and verified list of companies using Amundi ALTO Wealth & Distribution- Client Engagement, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight | Insight Source |
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BNP Paribas Germany | Banking and Financial Services | 6000 | $1.8B | Germany | Amundi Technology | Amundi ALTO Wealth & Distribution- Client Engagement | CRM and Investor Relationship Management | 2018 | n/a | In 2018, BNP Paribas Germany implemented Amundi ALTO Wealth & Distribution- Client Engagement, Apps Category Client Engagement. The initial deployment leveraged the aixigo API-based wealth management platform to support advisor-facing portfolio analytics, MiFID II compliant suitability workflows and enhanced client engagement within BNP Paribas Wealth Management Germany. The Amundi ALTO Wealth & Distribution- Client Engagement implementation included advisor dashboards for portfolio analytics, configurable suitability questionnaires and advisor workflow orchestration to support front-office advisory processes. Functional capabilities emphasized API-first portfolio analytics, suitability assessment and client engagement tooling aligned to wealth management advisory operations. Integrations were API-driven with aixigo serving as the analytics and orchestration layer, and following Amundi's November 2024 acquisition of aixigo this customer relationship is inferred to sit within Amundi Technology's ALTO Wealth & Distribution (Client Engagement) offering. Operational coverage focused on the German wealth management advisory channel, governance centered on MiFID II suitability controls and advisor workflow governance, and the program was reported to drive efficiency and a better advisory experience. | |
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Targobank | Banking and Financial Services | 7000 | $2.5B | Germany | Amundi Technology | Amundi ALTO Wealth & Distribution- Client Engagement | CRM and Investor Relationship Management | 2010 | n/a | In 2010, TARGOBANK implemented aixigo point-of-sale and advisor-supported wealth services in Germany, an implementation that is inferred to be incorporated into Amundi ALTO Wealth & Distribution- Client Engagement, Client Engagement. The bank has used portfolio monitoring, order management and advisor tools continuously for over 15 years to support retail advisory workflows and point-of-sale operations, establishing a durable front-office wealth management stack that feeds advisor decisioning and client reporting. The implementation scope centered on portfolio monitoring, order management and advisor-facing capabilities, with configuration focused on advisor workflows, point-of-sale orchestration and client engagement touchpoints. Amundi ALTO Wealth & Distribution- Client Engagement is described in this context as the encompassing application name, aligning with client engagement functionality such as advisor portals, POS workflows and portfolio oversight that are common to the category. Operationally the deployment supported retail advisory and front-office business functions across TARGOBANK’s German operations, integrating advisor tools into sales and advisory processes. Governance and rollout were driven by long-term product usage and, following Amundi’s November 2024 acquisition of aixigo, the implementation is inferred to be managed under Amundi Technology’s ALTO Wealth & Distribution- Client Engagement offering, preserving the existing portfolio monitoring and order management capabilities that raised advisory quality and efficiency. | |
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Vontobel | Banking and Financial Services | 2340 | $1.6B | Switzerland | Amundi Technology | Amundi ALTO Wealth & Distribution- Client Engagement | CRM and Investor Relationship Management | 2020 | n/a | In 2020, Vontobel deployed the platform now represented as Amundi ALTO Wealth & Distribution- Client Engagement to power its volt® active digital wealth management service for Swiss private clients. The deployment is in the Client Engagement category and was scoped to deliver digital advisory, portfolio management and client onboarding capabilities within Vontobel's private banking operations. Vontobel used the aixigo-built volt® stack to assemble advisor-facing engagement screens, client proposal generation and automated portfolio management workflows, and the implementation is reflected under the Amundi ALTO Wealth & Distribution- Client Engagement application name following Amundi's acquisition of aixigo in November 2024. Functional modules implemented explicitly include digital advisory engines, portfolio construction and execution logic, and end-to-end onboarding orchestration aligned to client suitability processes. Operational coverage focused on Swiss private clients and impacted wealth management business functions including front office advisory, portfolio servicing and onboarding teams. Governance and rollout were organized around wealth management product teams and onboarding process owners to align compliance and suitability workflows with digital advisory outputs, and the implementation is inferred to map into Amundi ALTO Wealth & Distribution- Client Engagement for product cataloguing after the aixigo acquisition. |
Buyer Intent: Companies Evaluating Amundi ALTO Wealth & Distribution- Client Engagement
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