List of CREALOGIX Wealth Management Customers
Zurich, 8041,
Switzerland
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.
The CREALOGIX 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 | Insight Source |
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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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Banking and Financial Services | 500 | $33M | Thailand | CREALOGIX | CREALOGIX Wealth Management | Asset and Wealth Management | 2016 | n/a |
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