List of CREALOGIX Wealth Management Customers
Crealogix Holding AG
Maneggstrasse 17,
Zurich, 8041,
Switzerland
Zurich, 8041,
Switzerland
41 58 404 80 00
Professional Services
383
$104M
Since 2010, our global team of researchers has been studying CREALOGIX 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 CREALOGIX 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 CREALOGIX Wealth Management for Asset and Wealth Management include: Julius Baer Group, a Switzerland based Banking and Financial Services organisation with 7335 employees and revenues of $4.81 billion, Coutts, a United Kingdom based Banking and Financial Services organisation with 1875 employees and revenues of $905.0 million, Thanachart Bank Public Company, a Thailand based Banking and Financial Services organisation with 500 employees and revenues of $33.0 million, Lgt Vestra Us, a United Kingdom based Banking and Financial Services organisation with 220 employees and revenues of $3.5 million and many others.
Contact us if you need a completed and verified list of companies using CREALOGIX 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.
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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Coutts | Banking and Financial Services | 1875 | $905M | United Kingdom | CREALOGIX | CREALOGIX Wealth Management | Asset and Wealth Management | 2010 | n/a |
In 2010 Coutts implemented CREALOGIX Wealth Management as part of CREALOGIX's Digital Banking Suite to underpin its private banking digital offering. The CREALOGIX Wealth Management application, in the Asset and Wealth Management category, was deployed to support Coutts' private banking and wealth management operations in the United Kingdom and to advance the bank's digital roadmap.
Implementation focused on client-facing digital channels and advisory workflows typical for Asset and Wealth Management systems, including secure client portals, portfolio reporting, and tools for relationship managers. Configuration emphasized integration-ready interfaces for account and transaction visibility and automation of client servicing tasks, aligning digital channel functionality with private banking processes.
CREALOGIX provided ongoing support for Coutts' digital roadmap since 2010, with a governance model that married vendor roadmap updates to private banking product and channel priorities and phased rollouts across private banking segments. The engagement was publicly recognized when Coutts was awarded for an innovative digital offering, reflecting the sustained deployment of CREALOGIX Wealth Management in the bank's UK wealth operations.
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Julius Baer Group | Banking and Financial Services | 7335 | $4.8B | Switzerland | CREALOGIX | CREALOGIX Wealth Management | Asset and Wealth Management | 2021 | n/a |
In 2021 Julius Baer Group selected CREALOGIX to implement CREALOGIX Wealth Management, a front end digital solution positioned within the Asset and Wealth Management category. The deal was announced in 2021 and the engagement was estimated to have gone live in 2022, with the implementation centered on CREALOGIX's Digital Hub for private banking clients in Switzerland.
The implementation focused on harmonising client facing digital capabilities, leveraging CREALOGIX Wealth Management's Digital Hub modules for document management, push notifications, securities and payments. Configuration work emphasized client portal workflows, notification orchestration and the consolidation of document and transaction views to support private banking relationship management workflows.
Operational coverage targeted Julius Baer private banking and wealth management client services in Switzerland, aligning front end delivery across channels to deliver a consistent client experience. Governance and rollout centered on phased front end adoption and capability harmonisation across client segments, with vendor press coverage identifying the Digital Hub front end as the primary delivery layer for these capabilities.
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Lgt Vestra Us | Banking and Financial Services | 220 | $3M | United Kingdom | CREALOGIX | CREALOGIX Wealth Management | Asset and Wealth Management | 2019 | n/a |
In 2019, Lgt Vestra Us implemented CREALOGIX Wealth Management to provide a mobile client-portal front-end for Asset and Wealth Management and to improve digital access to portfolio and account information. The vendor engagement was announced in a June 2019 press release and centers on CREALOGIX's LGT SmartWealth mobile app and client portal module as the primary front-end implementation.
The implementation focused on client-facing functionality, deploying the LGT SmartWealth mobile client-portal/front-end module to surface portfolio and account information and to enable paperless reporting workflows for wealth management clients. Functional configuration emphasized client portal capabilities and mobile access to statements and reporting, consistent with Asset and Wealth Management client engagement patterns.
Operational scope targeted wealth management clients in the United Kingdom and impacted client services and reporting operations within Lgt Vestra Us. Governance and rollout details were oriented around driving paperless reporting and improving digital client access as stated in the vendor announcement, with the CREALOGIX Wealth Management solution providing the client-facing channel for those reporting and access objectives.
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Thanachart Bank Public Company | Banking and Financial Services | 500 | $33M | Thailand | CREALOGIX | CREALOGIX Wealth Management | Asset and Wealth Management | 2016 | n/a |
In 2016 Thanachart Bank Public Company implemented CREALOGIX Wealth Management to support its Asset and Wealth Management function. The CREALOGIX Wealth Management deployment was provisioned through the bank's IT Shared Services organization and aligned with enterprise servicing for Bank, Life and Non‑Life Insurance, Hire Purchase and Leasing, Fund, Securities and Derivatives, and Capital and Asset business lines.
The implementation configured core wealth modules typical for the category, including portfolio management, advisor desktop and client portal functionality, trade order management and settlement orchestration, performance and reporting capabilities, and regulatory compliance controls. CREALOGIX Wealth Management was applied to sales and advisory workflows and to front office client engagement processes, emphasizing advisor productivity and client reporting.
Integrations tied the CREALOGIX Wealth Management instance into Thanachart's broader application ecosystem, connecting with front end channels such as Sales Force CRM, eCommerce and internet and mobile banking, and linking to core systems including IBM SilverLake for deposits and lending, Condor for trade finance, trading platforms for securities and derivatives, COMARCH for insurance, and back office finance and planning systems including Oracle EBS, PeopleSoft HRIS, Hyperion, OFSAA PL and FinArch TFRS9. The integration scope also encompassed payment rails and securities connectivity used across the bank's FinTech footprint.
Operational governance was executed under the bank's centralized IT Shared Services and projects leadership, with cross functional process mapping across front, core and back office teams to standardize onboarding, order execution and settlement workflows. Rollout and ongoing support were organized to align wealth operations with enterprise finance, risk and compliance processes and to enable consolidated system usage across participating business units.
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Buyer Intent: Companies Evaluating CREALOGIX Wealth Management
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FAQ - APPS RUN THE WORLD CREALOGIX Wealth Management Coverage
CREALOGIX Wealth Management is a Asset and Wealth Management solution from CREALOGIX.
Companies worldwide use CREALOGIX Wealth Management, from small firms to large enterprises across 21+ industries.
Organizations such as Julius Baer Group, Coutts, Thanachart Bank Public Company and Lgt Vestra Us are recorded users of
CREALOGIX Wealth Management for Asset and Wealth Management.
Companies using CREALOGIX Wealth Management are most concentrated in Banking and Financial Services, with adoption spanning over 21 industries.
Companies using CREALOGIX Wealth Management are most concentrated in Switzerland, United Kingdom and Thailand, with adoption tracked across 195 countries worldwide. This global distribution highlights the popularity of CREALOGIX Wealth Management across Americas, EMEA, and APAC.
Companies using CREALOGIX Wealth Management range from small businesses with 0-100 employees - 0%, to mid-sized firms with 101-1,000 employees - 50%, large organizations with 1,001-10,000 employees - 50%, and global enterprises with 10,000+ employees - 0%.
Customers of CREALOGIX Wealth Management include firms across all revenue levels — from $0-100M, to $101M-$1B, $1B-$10B, and $10B+ global corporations.
Contact APPS RUN THE WORLD to access the full verified CREALOGIX Wealth Management customer database with detailed Firmographics such as industry, geography, revenue, and employee breakdowns as well as key decision makers in charge of Asset and Wealth Management.