Avaloq

Hear from our client: how BT built a scalable, adviser-focused platform with Avaloq. For over 10 years, we have helped BT Panorama become one of Australia’s leading wealth platforms, enabling financial advisers to efficiently manage their clients’ wealth, including #investments, #pensions and #superannuation. Greg O'Donoghue, Head of Technology at BT: “By using Avaloq as our core #technology, we were able to consolidate multiple systems into one central core, which really simplified our business processes and increased our operational efficiency. We’re focused, we’re growing and our advisers are enjoying the stability of a reliable platform with 99.97% uptime.” Annabelle Kline, Chief Product Officer at BT: “Consolidating our platforms means we can now manage all asset classes we offer on one platform, which makes managing clients’ investments much easier for our advisers. With Avaloq’s scalable technology sitting at the core of our platform, we are primed to continue expanding our platform offer to advisers and their clients. Ultimately, it’s about helping advisers reduce admin and spend more time helping clients to grow their wealth.” We are proud to support this impressive growth story and look forward to continuing our partnership as BT further enhances the Panorama platform. Find out more about how we support our clients here: https://lnkd.in/dmf-9-2X #AvaloqCommunity #WealthManagement #Finance #DigitalTransformation

We are delighted to announce the launch of our wealth insights 2025 report. This #research is based on surveys with investors and wealth management professionals across Europe, Asia, the Middle East and North America.   Avaloq wealth insights 2025: What wealth managers need to know. As investor expectations evolve, wealth managers face mounting pressure to deliver faster, more personalized and tech-enabled advisory services. Our latest global surveys reveal: ● Speed strengthens trust: 69% of investors want quicker adviser responses, especially younger, affluent clients. ● AI adoption accelerates: 81% of professionals see #AI as essential, yet many underestimate client openness to it. ● Personalization builds confidence: 80% of investors say their personal risk appetite is crucial to trust. ● Legacy tech limits progress: Outdated systems and time constraints are holding back #personalization. ● Clear #communication is critical: 77% of investors rank it as a top priority, second only to professional risk management. The opportunity? Traditional firms still hold investor #trust. By embracing unified platforms, explainable AI and scalable personalization, wealth managers can shape the next era of client engagement. Read the full report: https://lnkd.in/gNNt_BmK #AvaloqCommunity #Research #Data #Technology #Innovation #Finance #WealthManagement

Join us at #Sibos2025 in Frankfurt! We're here from today through Thursday, 2 October showcasing the latest innovations in wealth management technology. Visit our booth #I077 and discover how we're driving digital transformation of financial services, explore key trends shaping the future of wealth management and challenge us to a friendly match at our shuffle table. Don’t miss our keynote presentation on tech-driven wealth management - What advisers need to meet investor expectations: 📅Wednesday, 1 October  🕘 9:45 AM  📍 Exhibitor Stage 2  We’ll explore how technology is empowering advisers to meet evolving investor needs - and what’s next for wealth management. Let’s make the most of Sibos together. See you there!

A great day on the green at the Avaloq Golf Invitational in #Singapore! The Avaloq Golf Invitational has become a highlight of our community conference. This year, we returned to the prestigious Laguna National Golf Resort Club to welcome guests for a day of friendly #competition and the opportunity to unwind. Our golfers were welcomed by our colleague Dishen Wang, who set out the programme for the day and explained the format. We divided our guests into two groups: experienced players took on the classic 18-hole course with a shotgun start. For those newer to the game, we arranged a golf clinic with an expert instructor, offering lessons on driving, pitching and putting. Congratulations to our tournament winners: • 1st place – Sven Oesch • Runner-up – Lawrence Yong • 3rd place – Kan Wang Challenge winners: • Nearest to the Pin – Takayuki Inaba • Nearest to the Line – Brian Zhang • Longest Drive – Paul Driver • Speed Hole – Akshay Prasad and Ian Cruickshank Thank you to everyone who joined us at this year's conference! #AvaloqCommunity #Event #Competition #WealthManagement #Finance

Yesterday, we celebrated key client anniversaries and explored the latest tech trends shaping the future of wealth management at the Avaloq Community Conference in #Singapore. We marked important anniversaries with our clients: 5 years – Cathay United Bank, represented on stage by James Huang, SVP 5 years – BDO Unibank, with Peter Bui, Cluster Head – Wealth Management and Trust 10 years – China CITIC Bank International Limited 10 years – LGT Crestone Wealth Management Limited 15 years – CFG Bank, represented by Zouhaïr BOULMANE, Partner & Executive CIO The afternoon also featured presentations on innovations transforming the front, middle and back office. Thank you to our speakers: Dalston Leong on latest developments in our mobile banking app, including new features designed to improve client engagement and deliver a seamless digital experience Wina Iryadi on how Avaloq enables 24/7 banking for disruption-free digital banking Dishen Wang on front-office tech and the ongoing shift to web-based interfaces for an enhanced user experience Leonard Leong on the future of data analytics, and how financial institutions can turn data into value Yao Wang on practical use cases for agentic AI in the back office Fabio Baj with an update on our product roadmap We were also delighted to present two wealth management awards to our client community: Transformation Award 2025: Maybank, accepted by Chuan Yu Cho, Head of Sales and Business Management Visionary Award 2025: Cathay United Bank, accepted by James Huang, SVP These events are a wonderful opportunity to connect with our entire community and celebrate our shared success. Thank you to everyone who joined us. #AvaloqCommunity #Innovation #WealthManagement #Technology #Awards #Event #Anniversary #Finance

Happening today: Avaloq’s Community Conference at Pan Pacific Orchard, Singapore. This event is an opportunity for the entire #AvaloqCommunity to connect and discuss the most pressing issues and trends in Asia’s wealth management sector. The day opened with a welcome address by Pascal Wengi, Managing Director for Regional International, who outlined Avaloq’s strategic direction for the next five years. He also shared how Avaloq is supporting financial institutions in providing tailored advice as their clients move along the wealth continuum, from retail to affluent to high net worth. This was followed by presentations by Roberto Viganò, Aneesa Ramkay and Sridhar Thangavelu on the impact of agentic #AI and data analytics in the back office: from improving operational efficiency to enhancing the role of back-office professionals. We then heard from Martin Büchi, Avaloq Chief Technology Officer, who provided updates on Avaloq’s #cloud transformation. Before the first break, a panel discussion explored growth strategies across the affluent, HNW and UHNW segments, including global wealth migration and Singapore’s role as a regional hub. The panel featured: Irwan Bin Lamit, Deputy Managing Director, BIBD Bank Islam Brunei Darussalam Evy Wee, Regional Head of Wealth Platform & Solutions, DBS Bank Jaclyn Kaur, Head of Private Wealth Management, Managing Director, Haitong International Securities Group Limited Anthony Jaganathan, Chief Operating Officer, Emirates Investment Bank pjsc A big thank you to our expert presenters and to our returning moderator Eunice Olsen. We’ll be sharing more highlights, including moments from the audience, speakers and networking sessions. #AvaloqCommunityConference2025 #Innovation #Technology #Future #Events #DigitalTransformation

Thank you to everyone who joined us at the Avaloq Community Conference 2025 in #Zurich #Switzerland. This event remains a key moment for the #AvaloqCommunity to come together and discuss the future of financial #technology. Thank you to our speakers, panellists and guest presenters for sharing your expert insights. And thank you to our event partners for your support in making these events a success: Accenture, Amazon Web Services (AWS), Ayaval AG, BlackRock, Bottomline, Airlock - Secure Access Hub Ergon Informatik AG, Finastra, Forty2 AG, HCLTech, Microsoft, OneSpan, Oracle, Snowflake, Synpulse, Taxsource, Unblu Inc., Vanadys. Congratulations to HCLTech, winner of our Partner of the Year award, for their outstanding delivery in professional services and strategic initiatives. Here's to the next Avaloq Community Conference in #Singapore. #Digitalization #Transformation #Events #Switzerland #Innovation #WealthManagement #Finance

This year’s Avaloq Community Conference in #Zurich put technology and #innovation in the spotlight. Our packed agenda showcased the latest in financial technology, client perspectives and concrete use cases for the future of #finance. The second session of the day kicked off with a panel discussion on enhancing client engagement on digital channels, presented by Carolyn Bushell, Johannes Kermer (Deutsche Apotheker- und Ärztebank - apoBank) and Nicolas Mahrer (Crédit Agricole next bank (Suisse) SA). We then turned to enabling 24/7 banking to meet evolving client expectations for always-available services with no maintenance downtimes, presented by Alexander Streule. This was followed by a deep dive into the latest enhancements to our RM Workplace and Web Workplace solutions, designed to boost efficiency from the front to the back office, presented by Dominik Schaffhauser and Alberto Duso, with Nicolas Honegger (NatWest Group) sharing his personal experience working with Web Workplace. Another key session focused on turning data into value with Data Foundation, presented by Giuseppe De Santis and Luca Previtali (BancaStato). During the conference, we had the pleasure of unveiling our new Avaloq AI Coding Assistant (AICA), which leverages #AI to save developers valuable time customizing their code. This #innovation was presented by João Dinis Ferreira. We also covered global #compliance across jurisdictions (presented by michele sasso and Patrick Lamphere) and hosted a fireside chat on composable #banking with Carolin Roth (moderator) and S. Suzzanna Gill, Head of the Americas. They were followed on stage by Georges Roten, Managing Director for #Switzerland and Liechtenstein, together with Christian Haux, who shared a global client update, highlighting our successful project deliveries and our continued commitment to quality across the Avaloq Community. The final presentation of the day was our roadmap, delivered by Fabio Baj, outlining how we will continue to invest in our platform to keep our clients at the forefront of #technology. Thank you to all our colleagues, partners and clients who joined us on stage and in the audience for a day of engaging discussions and insightful presentations. #AvaloqCommunity #DigitalTransformation #Event #ClientSuccess

Today we welcomed our clients and partners to the Avaloq Community Conference in our #Zurich headquarters. Hundreds of leaders from across the financial industry joined us on-site and online for a day of strategic updates, innovation insights and networking. The day began with a state-of-play address from Martin Greweldinger, Group CEO, who shared Avaloq’s strategy and achievements in the past 5 years as part of NEC Corporation. This was followed by a message from Takayuki Morita, President and CEO of NEC, reflecting on the recent relocation of NEC’s Digital Government and Digital Finance (DGDF) headquarters from #Japan to #Switzerland. We then hosted a panel discussion on “Driving Innovation” with Filip Depaz, COO/CIO at Degroof Petercam; Martin Daut, CEO of quirion; Martin Kunz, Group CTO at Pictet Group; and Claudia Kobler, Partner at Bain & Company. The discussion explored the key tech trends shaping the future of #finance. Later, Roberto Viganò, Chief Banking Operations Officer, and Aneesa Ramkay, Head of Client Onboarding & Offering Management, shared insights on #AI-driven transformation in the back office. Martin Büchi, Chief Technology Officer at Avaloq, then ended the first session of the day on the future of cloud, covering transformation, benefits and market-specific requirements. Thank you to everyone joining us for our flagship event of the year – and a special thank you to our speakers and to our moderator Carolin Roth. Stay tuned for more updates from the day! #AvaloqCommunity #Innovation #Finance #Events #Technology #Partnership

Last week, we welcomed our UK clients and partners to our annual golf tournament at Stoke Park. The event brought together members of the #AvaloqCommunity for a relaxing day on the course and a chance to connect. Our guests enjoyed an 18-hole round, a #golf clinic for beginners and a relaxed evening with drinks and dinner. After the tournament, our Managing Director for the #UK and Ireland, Suman Rao, thanked our guests for making the day so enjoyable and for their continued trust in Avaloq. As part of the friendly competition, we included challenges for the players. Congratulations to our winners: ���� Steve Turberfield (Evelyn Partners) as Overall Stableford winner 🔹 Paul Driver (Unblu Inc.) for Longest Drive 🔹 Amit Ruparelia (UBP - Union Bancaire Privée), who won our Nearest to Pin challenge Thank you to everyone who joined us. #Events #Partnership