Gartner Research

Banker’s Guide to Client-Facing Wealth Management Capabilities in Core Banking Platforms

Published: 22 October 2019

ID: G00388840

Analyst(s): Vittorio D'Orazio , Darrin Courtney , Don Free


Financial services institutions understand that existing client-facing technologies are not meeting client expectations or supporting digital transformation. Bank CIOs must determine whether or not wealth capabilities are supported by their current CBS and align with LOB requirements.

Table Of Contents


  • Client-Facing Wealth Capabilities by Functional Area
    • Self-Service Capabilities
    • Advisor Collaboration Capabilities
    • Expected Channel Capabilities
  • CBS Provider Profiles
    • Asseco
    • Avaloq
    • BML Istisharat
    • Capital Banking Solutions
    • Datapro
    • EdgeVerve Systems
    • Enterprise
    • ERI
    • ICS Financial Systems
    • InfrasoftTech
    • Intellect Design Arena
    • Profile Software
    • Stefanini
    • Tata Consultancy Services

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