List of Avaloq Wealth Client Service Customers
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Since 2010, our global team of researchers has been studying Avaloq Wealth Client Service 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 Service 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 Avaloq Wealth Client Service for CRM and Investor Relationship Management include: Royal Bank of Canada, a Canada based Banking and Financial Services organisation with 96628 employees and revenues of $48.64 billion, Bank Negara Indonesia, a Indonesia based Banking and Financial Services organisation with 28378 employees and revenues of $3.80 billion, Security Bank, a Philippines based Banking and Financial Services organisation with 7200 employees and revenues of $1.00 billion and many others.
Contact us if you need a completed and verified list of companies using Avaloq Wealth Client Service, 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 |
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Bank Negara Indonesia | Banking and Financial Services | 28378 | $3.8B | Indonesia | NEC Corporation | Avaloq Wealth Client Service | CRM and Investor Relationship Management | 2022 | n/a |
In 2022, Bank Negara Indonesia implemented Avaloq Wealth Client Service as part of an initiative to deploy the Avaloq Core Platform to digitalize front, middle and back office processes for its wealth management division in Indonesia. The deployment is classified under CRM and Investor Relationship Management and explicitly targets client relationship management and portfolio management capabilities as described in Avaloq communications.
The Avaloq Wealth Client Service implementation focused on embedding CRM and portfolio-management functionality into advisory workflows, aligning relationship manager tools with portfolio construction and client servicing activities. Configuration work centered on client relationship management capabilities and portfolio management features to support scaled advisory operations and coordinated front to back processing.
Operational coverage spans BNI's wealth management division in Indonesia and encompasses front office advisory, middle office portfolio operations and back office processing under the Avaloq Core Platform. Bank Negara Indonesia positioned Avaloq Wealth Client Service as the CRM and Investor Relationship Management layer to improve relationship manager productivity and to standardize portfolio servicing across the business.
Program planning included governance and phased rollout considerations, with a conservative live estimate of one to two years stated in the engagement notes. The engagement is described as a CRM and portfolio-management driven wealth transformation intended to scale advisory operations and improve RM productivity and client service.
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Royal Bank of Canada | Banking and Financial Services | 96628 | $48.6B | Canada | NEC Corporation | Avaloq Wealth Client Service | CRM and Investor Relationship Management | 2022 | Synpulse USA |
In 2022, Royal Bank of Canada expanded its partnership with Avaloq and NEC Corporation to move RBC Wealth Management’s Asia wealth platform to Avaloq Wealth Client Service in the CRM and Investor Relationship Management category. The engagement targeted modernization of front-office CRM and advisory workflows including RM Workplace and Investment Advisory, focused on relationship managers and client web and mobile channels across Hong Kong and the wider Asia region.
The deployment used Avaloq Wealth Client Service as a cloud based SaaS public cloud platform, centralizing RM Workplace and Investment Advisory modules within a single front office stack. Configuration work emphasized CRM workflow orchestration, advisory workbench configuration for relationship managers, and client portal exposure for web and mobile channels to support personalized advice delivery and faster advisory interactions.
Synpulse USA served as the supporting technology partner for implementation and integration activities, working alongside Avaloq and RBC to operationalize the front office stack. The engagement scope covered Hong Kong and the wider Asia region, with integrations focused on client facing web and mobile channels and the advisory tooling surface used by RMs.
Governance emphasis was placed on standardizing front office processes and advisory workflows under the Avaloq Wealth Client Service environment, with implementation coordination between RBC Wealth Management teams, Synpulse USA, and Avaloq SaaS operations. The program was presented in 2022 with a live date estimated at roughly one year after announcement, and was designed to increase agility, scalability and personalized advice delivery rather than to declare post go live outcomes.
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Security Bank | Banking and Financial Services | 7200 | $1.0B | Philippines | NEC Corporation | Avaloq Wealth Client Service | CRM and Investor Relationship Management | 2024 | n/a |
In 2024, Security Bank partnered with Avaloq to implement Avaloq Wealth Client Service across its wealth management business. The engagement deploys the Avaloq Core Platform and the Relationship Manager Workplace module to strengthen front-office CRM and advisory capabilities.
Avaloq Wealth Client Service is being provisioned as a CRM and Investor Relationship Management solution, focused on Relationship Manager workplace workflows, client onboarding, and advisory productivity tooling. Configuration work emphasizes RM Workplace capabilities for advisor routing, client interaction records, and workflow-driven advisory processes, aligned with CRM and Investor Relationship Management functional terminology.
The deployment targets Security Bank's Makati based wealth management operations in the Philippines and is scoped to improve front-office productivity while raising straight through processing rates for payments and securities processing and improving client servicing. Rollout is planned as a phased program with an estimated one year to live, with governance centered on RM adoption, front-office process standardization, and staged cutovers for advisory teams.
Implementation architecture centers on Avaloq Core Platform components combined with the RM Workplace front-end to unify advisor interfaces and client records, and the program emphasizes operational alignment between wealth advisors, client servicing, and processing teams. The press release frames improved client servicing, higher STP rates, and CRM driven productivity as the primary deployment targets.
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