List of Avaloq Wealth Sales Opportunities Management Customers
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Since 2010, our global team of researchers has been studying Avaloq Wealth Sales Opportunities Management 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 Sales Opportunities Management 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 Sales Opportunities Management for CRM and Investor Relationship Management include: CTBC Bank, a Taiwan based Banking and Financial Services organisation with 27000 employees and revenues of $4.23 billion, Security Bank, a Philippines based Banking and Financial Services organisation with 7200 employees and revenues of $1.00 billion, Deutsche Bank Luxembourg, a Luxembourg based Banking and Financial Services organisation with 324 employees and revenues of $871.0 million and many others.
Contact us if you need a completed and verified list of companies using Avaloq Wealth Sales Opportunities Management, 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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CTBC Bank | Banking and Financial Services | 27000 | $4.2B | Taiwan | NEC Corporation | Avaloq Wealth Sales Opportunities Management | CRM and Investor Relationship Management | 2024 | n/a |
In 2024 CTBC Bank implemented Avaloq Wealth Sales Opportunities Management as part of an Avaloq Core Platform deployment to strengthen private banking operations in Hong Kong and Singapore, using the solution within a CRM and Investor Relationship Management context. The deployment is positioned to automate client relationship management and to centralize wealth sales workflows for relationship managers and private banking teams across the two Asia markets.
The implementation focuses on core CRM and investor relationship management capabilities, including opportunity and pipeline management, relationship manager workflow orchestration, contact and account lifecycle management, and client activity tracking. The configuration emphasizes automation of client relationship tasks and the extension of Avaloq Wealth Sales Opportunities Management to support accounting and compliance automation referenced in the program description.
Operationally the system sits on the Avaloq Core Platform and is deployed to serve private banking and wealth management business functions in Hong Kong and Singapore, covering relationship management, client onboarding touch points, and compliance-related accounting processes. The deployment references vendor NEC Corporation in the project context, aligning platform-level services with the Avaloq application to support regional RM teams and centralized private banking operations.
Governance was structured to standardize RM workflows and to centralize control of sales opportunity processes and client relationship automation, enabling consistent process orchestration across the two markets. The implementation is described as enabling an enhanced private banking experience, with automation of CRM, accounting, and compliance functions to support wealth sales and RM workflows in the Asia region.
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Deutsche Bank Luxembourg | Banking and Financial Services | 324 | $871M | Luxembourg | NEC Corporation | Avaloq Wealth Sales Opportunities Management | CRM and Investor Relationship Management | 2018 | n/a |
In 2018, Deutsche Bank Luxembourg implemented Avaloq Wealth Sales Opportunities Management, deploying the application as part of an Avaloq Banking Suite adoption to consolidate its wealth management operations into a single cash ledger. The initiative was positioned as a front-to-back wealth and CRM modernization in Europe, and the Avaloq Wealth Sales Opportunities Management application served as the bank's CRM and Investor Relationship Management layer for relationship managers and client-facing sales processes.
The implementation centralized opportunity management and relationship manager front-office capabilities alongside consolidated back-office cash ledger processing, aligning sales pipeline workflows with custody and accounting ledgers. Functional capabilities implemented included relationship manager screens and opportunity tracking, client profiling to inform engagement workflows, and orchestration of front-to-back posting to ensure ledger consistency across sales and operations.
The solution operated embedded within the Avaloq Banking Suite to create a single cash ledger and to consolidate back-office processes, reducing manual handoffs between operations and the RM desk. Operational coverage focused on Deutsche Bank Luxembourg's wealth business and tied into the bank's broader European front-to-back modernization efforts, impacting relationship management, client servicing and operations teams.
Governance and process changes emphasized centralized processing and standardized opportunity lifecycle workflows to support RM adoption and back-office cutover. The deployment enabled richer client services through unified client data and a single cash ledger, strengthening the CRM and Investor Relationship Management relationship between front-office sales activities and operational settlement flows.
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Security Bank | Banking and Financial Services | 7200 | $1.0B | Philippines | NEC Corporation | Avaloq Wealth Sales Opportunities Management | CRM and Investor Relationship Management | 2024 | n/a |
In 2024, Security Bank partnered with Avaloq, an NEC Corporation subsidiary, to digitalize its wealth management front office using the Avaloq Core Platform and RM Workplace. Security Bank implemented Avaloq Wealth Sales Opportunities Management in a CRM and Investor Relationship Management program to centralize relationship manager workflows, client onboarding and consolidated portfolio views across its Philippines wealth operations.
The deployment emphasized the Avaloq Wealth Sales Opportunities Management module alongside RM Workplace capabilities, configured to support opportunity lifecycle management, client onboarding workflows, consolidated portfolio visibility and relationship manager productivity tools. Module usage of Avaloq Wealth Sales Opportunities Management is inferred from the RM Workplace relationship manager CRM roll-out described in NECs announcement, and the implementation leverages core platform services for front-office data orchestration and RM-facing user experiences.
Operational coverage focused on wealth management front office teams and relationship managers in the Philippines, with governance oriented toward standardizing RM workflows and opportunity tracking within Avaloq Core Platform and RM Workplace. The rollout restructured front-office processes to centralize opportunity tracking, streamline onboarding and provide unified portfolio views, with stated objectives to improve client onboarding, portfolio views and RM productivity.
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