List of Comarch Wealth Management Customers
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Since 2010, our global team of researchers has been studying Comarch Wealth 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 Comarch Wealth Management for Asset and Wealth 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 Comarch Wealth Management for Asset and Wealth Management include: Bank of Ayudhya, a Thailand based Banking and Financial Services organisation with 13950 employees and revenues of $4.70 billion, Mashreq, a United Arab Emirates based Banking and Financial Services organisation with 5400 employees and revenues of $2.92 billion, Alliance Bank, a Malaysia based Banking and Financial Services organisation with 3959 employees and revenues of $461.0 million, Storebrand Asset Management, a Norway based Banking and Financial Services organisation with 500 employees and revenues of $305.0 million and many others.
Contact us if you need a completed and verified list of companies using Comarch Wealth 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.
The Comarch Wealth Management 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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Alliance Bank | Banking and Financial Services | 3959 | $461M | Malaysia | Comarch | Comarch Wealth Management | Asset and Wealth Management | 2023 | n/a |
In 2023 Alliance Bank selected Comarch Wealth Management, with the partnership announced in August 2023, to digitize its wealth and advisory services in Malaysia under the Asset and Wealth Management category. The engagement focuses on standardizing relationship manager workflows and provisioning advisor-facing front-office functionality to modernize advisory delivery across the bank’s wealth operations.
The deployment emphasizes Comarch Wealth Management’s advisor front-office capabilities together with investment analytics and reporting. Implementation narratives and vendor descriptions indicate the configuration centers on portfolio visibility for advisers, a reporting engine for client statements and compliance-ready disclosures, and investment analytics to support advisory decisioning and client conversations.
The program includes API-driven client portfolio access to enable omnichannel client engagement and programmatic data exchange with digital channels and advisor tools. Operational coverage is scoped to wealth and advisory teams and relationship managers in Malaysia, with role-based access and advisor workflow orchestration to align front-office processes and client touchpoints.
Governance and process workstreams were instituted to standardize RM workflows and reporting cadence, aligning advisory procedures with the new technology platform. Expected outcomes stated at announcement include improved relationship manager efficiency and enhanced omnichannel client engagement through Comarch Wealth Management, while rollout sequencing and change management emphasize advisor adoption and reporting governance.
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Bank of Ayudhya | Banking and Financial Services | 13950 | $4.7B | Thailand | Comarch | Comarch Wealth Management | Asset and Wealth Management | 2021 | n/a |
In 2021, Bank of Ayudhya, operating as Krungsri, implemented Comarch Wealth Management to transform its wealth advisory proposition in Thailand. The platform went live in March 2021 and was provisioned to centralize client data and investment reporting for the bank. The deployment targeted the bank's wealth advisory organization and was designed to support nearly 1,000 relationship managers across its wealth channels.
Comarch Wealth Management was configured to enforce standardized advisory workflows and automated reporting across client segments, aligning with Asset and Wealth Management capabilities. The implementation leveraged vendor-described client reporting modules and performance and risk analytics modules, which were used to consolidate portfolio reporting and to support investment advice processes. Configuration work included orchestration of advisory workflows, client onboarding data consolidation, and automated production of investment reports.
The deployment focused on business functions including investment advisory, relationship management, and client reporting, embedding a centralized repository for client profiles and investment positions. Operational coverage was across Krungsri's wealth channels in Thailand, with relationship managers relying on the platform for advisory decision support, standardized documentation, and consistent client reporting.
Outcomes cited in the implementation overview include transformation of the bank's wealth advisory proposition, improved investment advice delivery, standardization of advisory across segments, and automation of reporting workflows. Comarch Wealth Management provided centralized investment reporting and client data consolidation to support these stated objectives.
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Mashreq | Banking and Financial Services | 5400 | $2.9B | United Arab Emirates | Comarch | Comarch Wealth Management | Asset and Wealth Management | 2021 | n/a |
In 2021, Mashreq implemented Comarch Wealth Management in the United Arab Emirates to centralize client information and boost relationship manager productivity. The initial project stage completed in 2021 focused on automating client reporting and generating investment propositions for wealth and RM teams.
The deployment configured Comarch Wealth Management to support automated client reporting, templated client statements, and rules-based investment proposition generation, reflecting core Asset and Wealth Management capabilities. The implementation consolidated client profiles, holdings, and interaction records to create a single advisory view for relationship managers, with configuration work on report scheduling, proposition templates, and role-based access controls.
Operational coverage for the initial phase was the Mashreq wealth and relationship management teams in the UAE, supporting front-office advisory and client communications functions. Other back-office and analytics modules within the Comarch Wealth Management platform are inferred from the vendor's offering and were identified as potential subsequent phases rather than part of the initial scope.
Governance and rollout were staged to standardize reporting templates and embed proposition generation into RM workflows, changing how advisory content was produced and delivered. This implementation positioned Mashreq Comarch Wealth Management Asset and Wealth Management as the platform for wealth and relationship management functions within the initial UAE rollout.
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Banking and Financial Services | 500 | $305M | Norway | Comarch | Comarch Wealth Management | Asset and Wealth Management | 2019 | n/a |
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Buyer Intent: Companies Evaluating Comarch Wealth Management
- Euroclear, a Belgium based Banking and Financial Services organization with 5000 Employees
- Bloomberg Global, a United Kingdom based Professional Services company with 10 Employees
- Krono, a India based Professional Services organization with 120 Employees
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