List of Avaloq Wealth Client Onboarding Customers
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Since 2010, our global team of researchers has been studying Avaloq Wealth Client Onboarding 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 Avaloq Wealth Client Onboarding for Investor Onboarding 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 Avaloq Wealth Client Onboarding for Investor Onboarding include: Security Bank, a Philippines based Banking and Financial Services organisation with 7200 employees and revenues of $1.00 billion, Cathay United Bank, a Taiwan based Banking and Financial Services organisation with 2000 employees and revenues of $300.0 million, Rbc Wealth Management Hong Kong, a Hong Kong based Banking and Financial Services organisation with 150 employees and revenues of $60.0 million and many others.
Contact us if you need a completed and verified list of companies using Avaloq Wealth Client Onboarding, 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.
The Avaloq Wealth Client Onboarding customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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Cathay United Bank | Banking and Financial Services | 2000 | $300M | Taiwan | NEC Corporation | Avaloq Wealth Client Onboarding | Investor Onboarding | 2022 | n/a |
In 2022, Cathay United Bank implemented Avaloq Wealth Client Onboarding as part of an Avaloq core banking platform deployment to support the bank’s private banking and wealth management growth in Taiwan. The deployment included Investor Onboarding capabilities and delivered front, middle and back office automation together with regulatory compliance functionality as part of the core platform go live.
Avaloq Wealth Client Onboarding was configured to support client lifecycle workflows consistent with investor onboarding, including structured client data capture, KYC and documentation orchestration, multi-stage approvals and automated account provisioning. Configuration emphasized workflow orchestration, centralized client master data and role based access control to align advisory intake with operations and compliance processing.
The deployment architecture centered on the Avaloq core platform integrated with Cathay United Bank operational systems to enable handoffs across advisory, operations and compliance functions. Operational coverage targeted private banking and wealth management teams in Taiwan, embedding the Investor Onboarding application across front, middle and back office processing.
Governance and rollout were organized around client lifecycle controls, compliance reporting and staged adoption across private banking segments to ensure operational readiness. NEC Corporation is associated with the engagement context, and the program delivered automated onboarding workflows and regulatory compliance capabilities as part of the Avaloq core platform implementation.
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Rbc Wealth Management Hong Kong | Banking and Financial Services | 150 | $60M | Hong Kong | NEC Corporation | Avaloq Wealth Client Onboarding | Investor Onboarding | 2022 | Synpulse USA |
In 2022, Rbc Wealth Management Hong Kong adopted Avaloq Wealth Client Onboarding as part of a broader initiative to provision its Asia wealth platform on Avaloq SaaS and to modernize front-office capabilities. The deployment used Avaloq SaaS public cloud as the operational backbone for front-office and client lifecycle functions across the region.
Implementation focused on front-office modules including RM Workplace and Investment Advisory alongside the Avaloq Wealth Client Onboarding capability, aligning customer intake, Know Your Client workflows, and advisor orchestration within the Investor Onboarding category. Configuration emphasized workflow orchestration, digital client touchpoints, and role-based access controls for relationship managers and advisory teams to operationalize client lifecycle management.
Synpulse USA served as a supporting implementation partner coordinating configuration, testing, and rollout activities across Hong Kong and regional operations. The program targeted front-office business functions and client digital channels to improve relationship manager efficiency and client engagement, with governance and process design aligned to Avaloq SaaS operational controls and standard onboarding process workflows.
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Security Bank | Banking and Financial Services | 7200 | $1.0B | Philippines | NEC Corporation | Avaloq Wealth Client Onboarding | Investor Onboarding | 2024 | n/a |
In 2024 Security Bank implemented Avaloq Wealth Client Onboarding as part of a broader deployment of the Avaloq Core Platform and RM Workplace to digitalize its wealth management business in the Philippines. The implementation is aligned to the Investor Onboarding category and was positioned to strengthen front-office intake and orchestration for private banking and wealth advisory services.
Avaloq Wealth Client Onboarding was deployed within the front-to-back wealth platform to standardize client intake workflows, client data capture and account opening orchestration. Configuration work inferred from the platform rollout focused on typical Investor Onboarding capabilities such as KYC staging, client profile consolidation, document management and automated onboarding decisioning to improve service accuracy for payments, securities and fund processing.
The deployment emphasized integration between the RM Workplace front office and core processing lanes, with explicit aims to improve STP and service accuracy for payments, securities and fund processing in the Philippines. Operational scope described in the release centers on the bank's wealth management business and front office relationship management, with downstream interfaces to payments and securities processing noted as key functional touchpoints.
Governance and rollout were executed as a platform-level front-to-back program, centralizing onboarding workflows and aligning process orchestration across advisory, operations and processing teams. The public release states the program will streamline workflows and strengthen the front office while improving straight-through processing and service accuracy, outcomes that guided the configuration and operational alignment of the Avaloq Wealth Client Onboarding deployment.
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Buyer Intent: Companies Evaluating Avaloq Wealth Client Onboarding
- Ace Management Partners, a United States based Banking and Financial Services organization with 10 Employees
Discover Software Buyers actively Evaluating Enterprise Applications
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