List of Contemi Wealth Intelligence Customers
Since 2010, our global team of researchers has been studying Contemi Wealth Intelligence 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 Contemi Wealth Intelligence 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 Contemi Wealth Intelligence for Asset and Wealth Management include: Killik & Co, a United Kingdom based Banking and Financial Services organisation with 279 employees and revenues of $100.0 million, Vecozo Netherlands, a Netherlands based Healthcare organisation with 260 employees and revenues of $25.0 million, Bandit Argentina, a Argentina based Professional Services organisation with 30 employees and revenues of $5.0 million and many others.
Contact us if you need a completed and verified list of companies using Contemi Wealth Intelligence, 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 Contemi Wealth Intelligence 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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Bandit Argentina | Professional Services | 30 | $5M | Argentina | Contemi Solutions | Contemi Wealth Intelligence | Asset and Wealth Management | 2019 | n/a |
In 2019, Bandit Argentina implemented Contemi Wealth Intelligence for Asset and Wealth Management. The deployment was scoped to advisory and client facing wealth management functions across the firm’s Argentina footprint and broader LatAm engagements. The implementation centralized advisory workflows and client reporting as the primary system of record for investment recommendations and client portfolios. Configuration prioritized advisor access controls, client segmentation, and consolidated portfolio views appropriate for a 30 person professional services firm.
Contemi Wealth Intelligence was configured to deliver portfolio analytics, consolidated client reporting, and advisory workflow automation, aligned with standard Asset and Wealth Management capabilities. Implementation work focused on client reporting modules, performance aggregation and task orchestration for advisory processes, and on instrumenting the platform to support advisor decisioning and client servicing. Contemi Wealth Intelligence was positioned to unify advisory data and routine reporting workflows used by the firm’s advisory teams.
Bandit appears as a Colppy customer and used Colppy to streamline accounting and client communications, a capability that operated alongside Contemi Wealth Intelligence to align accounting records with client engagement. Payroll usage of e Sueldos is inferred because Colppy advertises integrated payroll capabilities and Bandit is listed among organizations that trust Colppy, this inference indicates possible payroll processing alignment with advisory operations. Governance emphasis in the rollout centered on centralizing client reporting, formalizing advisor to accounting handoffs, and standardizing reconciliations between accounting and advisory records across Argentina and LatAm.
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Killik & Co | Banking and Financial Services | 279 | $100M | United Kingdom | Contemi Solutions | Contemi Wealth Intelligence | Asset and Wealth Management | 2015 | n/a |
In 2015, Killik & Co implemented Contemi Wealth Intelligence, deploying the Fee Management module within Contemi's WIN suite. The deployment was focused in the United Kingdom and targeted finance and operations to bring fee processing in-house. Contemi Wealth Intelligence is an Asset and Wealth Management application used to centralize fee calculation, billing configuration and regulatory reporting workflows for the firm.
The implementation centered on Contemi's fees and fee-processing module to automate fee lifecycle tasks including fee calculation, billing schedule orchestration and configurable fee structures. Configuration work emphasized fee flexibility to support advisor and product level fee models and to reduce manual intervention in monthly processing. The case study reports reduced manual processing and greater control of fee structures after the implementation.
Operationally, the rollout shifted fee processing ownership to internal finance and operations teams and introduced controls and reporting to improve regulatory transparency within the UK business. Governance changes included centralizing fee configuration, formalizing approval workflows and instrumenting operational processes for ongoing maintenance and oversight. The deployment established Contemi Wealth Intelligence as the firm's system of record for fee management within its Asset and Wealth Management stack.
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Vecozo Netherlands | Healthcare | 260 | $25M | Netherlands | Contemi Solutions | Contemi Wealth Intelligence | Asset and Wealth Management | 2019 | n/a |
In 2019, Vecozo Netherlands implemented Contemi Wealth Intelligence for Asset and Wealth Management. The deployment targeted healthcare administration and government process areas, concentrating on digitizing onboarding and contract signing workflows for Dutch healthcare providers.
Contemi Wealth Intelligence was configured to centralize provider onboarding and contract lifecycle activities, embedding digital signature orchestration and identity verification into operational flows. The implementation emphasized workflow automation for enrollment, document issuance, and signature capture to raise identity assurance across administrative functions.
The implementation integrated CM Sign together with iDIN for authenticated signing, with technical collaboration from CM.com on the integration work. Sign was deployed across the Netherlands as part of a broader digital optimisation effort, covering roughly 50,000 providers and connecting signature and identity flows to existing provider engagement processes.
Governance focused on process restructuring for onboarding and contract acceptance, with a nationwide rollout model and operational ownership aligned to healthcare administration teams. The program reduced the onboarding cycle from as long as 28 days to minutes and increased identity assurance for provider connections, outcomes that were explicitly reported as part of the digital optimisation effort.
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