List of Oracle Wealth Management Customers
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Since 2010, our global team of researchers has been studying Oracle 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 Oracle 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 Oracle Wealth Management for Asset and Wealth Management include: Bankmed Lebanon, a Lebanon based Banking and Financial Services organisation with 1000 employees and revenues of $300.0 million, BLME (Bank of London and The Middle East), a United Kingdom based Banking and Financial Services organisation with 216 employees and revenues of $153.0 million, Weatherbys, a United Kingdom based Media organisation with 206 employees and revenues of $23.0 million and many others.
Contact us if you need a completed and verified list of companies using Oracle 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 Oracle 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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Bankmed Lebanon | Banking and Financial Services | 1000 | $300M | Lebanon | Oracle | Oracle Wealth Management | Asset and Wealth Management | 2018 | n/a |
In 2018, Bankmed Lebanon implemented Oracle Wealth Management as part of a large core-banking transformation built on Oracle FLEXCUBE. The program formally ran for 25 months from July 2018 to July 2020 and entered production on August 3, 2020.
The implementation included the FCPB Wealth Private Banking module within the Oracle FLEXCUBE portfolio, and it configured Asset and Wealth Management capabilities to support private banking workflows. Functional workstreams focused on wealth account servicing, portfolio and client servicing workflows, product configuration and automation of back office processing consistent with Asset and Wealth Management practices.
The deployment was executed across retail, corporate and private banking operations in Lebanon and extended to digital channels and front to back operational flows. Oracle Wealth Management was implemented as an integrated component of the bankwide core program, aligning private banking processes with the broader retail and corporate banking platforms.
Program governance followed a structured 25-month rollout, coordinating configuration, testing and go-live cutover activities across business and operations teams. The rollout delivered faster time to market for products and dramatically reduced end of day processing times, reflecting the stated operational outcomes of the transformation.
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BLME (Bank of London and The Middle East) | Banking and Financial Services | 216 | $153M | United Kingdom | Oracle | Oracle Wealth Management | Asset and Wealth Management | 2009 | n/a |
In 2009 BLME (Bank of London and The Middle East) implemented Oracle Wealth Management to support Sharia compliant private banking and wealth management services in the United Kingdom. The deployment is cataloged in the Asset and Wealth Management category and was scoped to provide a 360 degree view of customer wealth across private banking clients. Workstreams focused on advisor and self directed solutions to enable personalized product structuring and client advisory workflows.
Oracle FLEXCUBE Private Banking was deployed as the operational platform, delivered by Oracle Financial Services Software, with the implementation completed in under four months. Functional modules emphasized customer wealth consolidation, advisory workflows, and client product configuration, aligned to private banking operations and service delivery processes. According to project notes the implementation improved BLME's ability to tailor products and speed service delivery.
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Weatherbys | Media | 206 | $23M | United Kingdom | Oracle | Oracle Wealth Management | Asset and Wealth Management | 2015 | n/a |
In 2015, Weatherbys began a multi year program to implement Oracle Wealth Management to support its UK private banking services for racing industry and high net worth clients. The initiative incorporated Oracle FLEXCUBE as the core banking engine alongside Oracle Wealth Management to provide integrated client and portfolio management capabilities within the Asset and Wealth Management category.
The implementation concentrated on core banking processing, client onboarding and account servicing, portfolio and wealth administration, digital client channels, and operational processing workflows. Configuration work emphasized private banking workflows and account lifecycle management consistent with Asset and Wealth Management functional patterns.
The multi year project started in 2015 and was reported live in 2016, delivering a modern private banking platform and improving operational stability for Weatherbys Bank. Operational scope centered on Weatherbys Bank UK private banking operations, with governance oriented toward phased rollout and consolidation of core and digital capabilities.
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