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Temenos Infinity from Temenos
A digital banking platform that delivers pre-composed banking services, enables banks to develop their own fintech solutions and capabilities, and create outstanding customer experiences. Supports omnichannel banking, advanced analytics, and seamless integration with core banking systems.
Product analysis by function
Digital Banking Platforms for Retail Banking
Online and mobile banking applications that allow customers to access their accounts, make transactions, and manage their finances remotely.
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User Experience & Interface
(6 Yes /6 Known /13 Possible features)
Mobile App Availability
Whether the platform offers a dedicated mobile application for iOS and Android devices
Yes - has this feature
Temenos Infinity advertises a native mobile banking app for both iOS and Android devices, supporting app-based digital banking.
Responsive Web Design
Whether the web platform automatically adjusts to different screen sizes and devices
Yes - has this feature
Temenos Infinity marketing literature and demos show responsive, device-adaptive web interfaces.
Biometric Authentication
Support for fingerprint, facial recognition, or other biometric login methods
Yes - has this feature
Biometric authentication (fingerprint, face recognition) is a documented login option in Temenos Infinity product documentation.
UI Customization
Ability for users to personalize their dashboard, widgets, and interface elements
Yes - has this feature
Temenos Infinity allows dashboard personalization and widget arrangement per user preference.
Accessibility Compliance
Adherence to WCAG or similar accessibility standards for users with disabilities
Yes - has this feature
Temenos Infinity states compliance with major accessibility (WCAG) standards.
Dark Mode Support
Option for users to switch to a dark color scheme to reduce eye strain
Yes - has this feature
Dark mode is officially listed as a feature for Temenos Infinity's mobile and web interfaces.
Multi-language Support
Number of languages available for users to interact with the platform
No information available
Page Load Speed
Average time it takes for pages to load fully on the platform
No information available
.
Single Sign-On (SSO)
Ability to use one set of login credentials across multiple services or platforms
No information available
.
Push Notifications
Support for sending real-time alerts to users' devices
No information available
.
In-app Chat Support
Live chat functionality for customer service directly within the platform
No information available
.
Voice Banking Integration
Integration with voice assistants like Alexa, Google Assistant, or Siri
No information available
.
User Satisfaction Score
Average rating from user feedback on experience and usability
No information available
.
Account Management
(8 Yes /8 Known /12 Possible features)
Real-time Balance Updates
Whether account balances are updated in real-time as transactions occur
Yes - has this feature
Real-time balance updates are part of core digital banking operations in Temenos Infinity.
Transaction History Depth
How far back users can view their transaction history
No information available
.
Transaction Search
Ability to search through past transactions using various filters
Yes - has this feature
Transaction search and filter functionality is part of the product's standard digital banking suite.
Transaction Categorization
Automatic categorization of transactions (e.g., groceries, utilities)
Yes - has this feature
Automatic transaction categorization is described as a feature for spend analytics.
Multi-account Dashboard
Consolidated view of all accounts (checking, savings, loans, etc.) in one interface
Yes - has this feature
Multi-account dashboard is demonstrated in user demos and platform screenshots.
Account Nickname Customization
Ability for users to rename accounts with personalized labels
No information available
.
Statement Generation
Ability to generate and download account statements for specific periods
Yes - has this feature
Statement generation is a digital self-service feature in Temenos Infinity documentation.
Tax Document Access
Availability of tax-related documents (e.g., 1099-INT) within the platform
No information available
.
Account Closure
Self-service functionality to close accounts without visiting a branch
No information available
.
Account Alerts
Customizable notifications for account activities (e.g., low balance)
Yes - has this feature
Customizable account alerts and notifications are described as a built-in capability.
External Account Linking
Ability to connect and view accounts from other financial institutions
Yes - has this feature
Ability to link and show external accounts is part of Infinity's account aggregation and open banking features.
Account Opening
Ability to open new accounts entirely through the digital platform
Yes - has this feature
Online account opening (digital onboarding) is one of the main selling points of Temenos Infinity.
Payment & Transfer Capabilities
(5 Yes /5 Known /13 Possible features)
Internal Transfer Speed
How quickly transfers between accounts at the same bank are processed
No information available
.
External Transfer Options
Number of methods available for transferring to external accounts (ACH, wire, etc.)
No information available
.
Bill Pay Service
Functionality to schedule and manage payments to service providers and billers
Yes - has this feature
Bill pay is included as a primary digital banking function.
P2P Payment Integration
Integration with peer-to-peer payment services (Zelle, Venmo, etc.)
Yes - has this feature
P2P integration is available by API or as a pre-integrated option (e.g. Zelle, PayPal, etc.).
Recurring Transfers
Ability to set up automatic, repeating transfers between accounts
Yes - has this feature
Recurring transfers set up is available to users.
Transfer Limits
Maximum amount that can be transferred in a single transaction
No information available
.
International Wire Support
Ability to initiate and track international wire transfers
No information available
.
Real-time Payments
Support for instant payment networks like RTP or FedNow
No information available
.
QR Code Payments
Support for generating or scanning QR codes to initiate payments
No information available
.
Mobile Check Deposit
Functionality to deposit checks by taking photos with a mobile device
Yes - has this feature
Mobile check deposit is provided via mobile app as part of its digital banking suite.
Bill Payment Reminders
Proactive notifications about upcoming bill payments
Yes - has this feature
Bill payment reminders are supported as account alert types.
Transfer Templates
Ability to save transfer details for frequent transactions
No information available
.
Payment Status Tracking
Ability to track the status of payments and transfers in real-time
No information available
.
Security & Fraud Protection
(5 Yes /5 Known /13 Possible features)
Multi-factor Authentication
Requiring multiple forms of verification before granting account access
Yes - has this feature
Multi-factor authentication is a baseline security feature in Infinity's security documentation.
Encryption Level
Strength of encryption used to protect data (e.g., 128-bit, 256-bit)
No information available
.
Automatic Session Timeout
Whether the system automatically logs users out after a period of inactivity
Yes - has this feature
Session timeout/auto-logout after inactivity is configurable and part of the security suite.
Device Recognition
System can identify and flag logins from new or unrecognized devices
Yes - has this feature
Device recognition and new device login notification available through the security layer.
Fraud Monitoring
Active monitoring systems that detect and flag suspicious activities
Yes - has this feature
Active transaction and fraud monitoring features are described in compliance and anti-fraud capabilities.
Transaction Verification
Secondary verification required for high-risk or unusual transactions
No information available
.
Card Controls
Ability to freeze/unfreeze cards, set usage limits, or restrict geographical usage
No information available
.
Security Alerts
Notifications for security-related events (password changes, logins, etc.)
No information available
.
Vulnerability Testing Frequency
How often the platform undergoes security testing and assessments
No information available
.
Fraud Guarantee
Financial protection offered to customers in case of fraudulent transactions
No information available
.
Privacy Controls
User options to control data sharing and privacy preferences
No information available
.
IP Blocking
Ability to block access from suspicious IP addresses or regions
Yes - has this feature
IP blocking and access control are described in the security architecture and admin settings.
Compliance Certifications
Number of security and compliance certifications held (PCI DSS, ISO 27001, etc.)
No information available
.
Personal Financial Management
(6 Yes /6 Known /14 Possible features)
Spending Analysis
Tools that analyze and visualize spending patterns across categories
Yes - has this feature
Temenos Infinity provides spend analysis and visualization tools as part of its PFM offering.
Budgeting Tools
Features that help users create and monitor budgets
Yes - has this feature
Budgeting tools and budget tracking are shown in customer and product demos.
Financial Goal Setting
Ability to set and track progress toward financial goals
Yes - has this feature
Goal setting (savings, debt, retirement) features are part of the PFM modules.
Net Worth Tracking
Calculation and visualization of overall financial position
Yes - has this feature
Net worth tracking is available if the institution enables account aggregation.
Cash Flow Forecasting
Prediction of future account balances based on recurring transactions
No information available
.
Automated Savings
Tools that automatically move money to savings based on rules or AI
Yes - has this feature
Automated savings rules and features are part of the platform's automation options.
Investment Tracking
Ability to monitor investment performance within the platform
No information available
.
Financial Health Score
Personalized scoring system to assess overall financial wellbeing
No information available
.
Debt Payoff Planning
Tools to create and optimize strategies for debt reduction
No information available
.
Bill Negotiation Services
Features that help users identify and reduce recurring expenses
No information available
.
Tax Optimization Suggestions
Recommendations for minimizing tax liability based on spending and income
No information available
.
Financial Education Content
Availability of educational resources about financial topics
Yes - has this feature
Financial education content modules available in app for user engagement.
Subscription Tracking
Identification and management of recurring subscription payments
No information available
.
Historical Data Range
How far back the PFM tools analyze financial history
No information available
.
Credit & Lending Features
(2 Yes /2 Known /13 Possible features)
Credit Score Access
Free access to credit score information within the platform
Yes - has this feature
Access to credit scores is available as a partner integration in Temenos Infinity.
Credit Score Simulator
Tools that show how different actions might affect credit scores
No information available
.
Loan Application Process
Ability to apply for loans entirely through the digital platform
Yes - has this feature
End-to-end digital loan application, including digital KYC, is a core feature in sales documentation.
Loan Application Speed
Average time from application submission to decision
No information available
.
Pre-qualification Tools
Features that assess eligibility for products without affecting credit score
No information available
.
Loan Management
Tools to view, manage, and make extra payments on existing loans
No information available
.
Credit Card Management
Specialized tools for managing credit card accounts and rewards
No information available
.
Interest Rate Comparison
Features that compare available interest rates across products
No information available
.
Debt Consolidation Tools
Resources to help combine multiple debts into a single loan
No information available
.
Automatic Payment Options
Setup for automatic loan or credit card payments
No information available
.
Credit Limit Increase Requests
Self-service tools to request higher limits on credit products
No information available
.
Personalized Loan Offers
Customized lending offers based on the customer's financial profile
No information available
.
BNPL Integration
Integration with Buy Now, Pay Later services for purchases
No information available
.
Customer Support & Service
(2 Yes /2 Known /13 Possible features)
In-app Chat Support
Live chat functionality directly within the platform
Yes - has this feature
Live chat and in-app conversational support are demonstrated in customer engagement demos.
AI Chatbot Assistance
Automated conversational interface for answering questions and solving issues
No information available
.
Video Banking
Ability to video conference with bank representatives
No information available
.
Co-browsing Support
Feature allowing support staff to see and navigate the customer's screen
No information available
.
Support Hours
Number of hours per day that live support is available
No information available
.
Self-service Knowledge Base
Searchable repository of help articles and guides
No information available
.
Branch/ATM Locator
Tools to find nearby physical banking locations
Yes - has this feature
Branch and ATM locator functionality included as a widget in the platform.
Appointment Scheduling
Ability to schedule in-person or virtual meetings with bank staff
No information available
.
Feedback Mechanisms
Tools for customers to provide input on the banking experience
No information available
.
Support Request Tracking
System for monitoring the status of customer service inquiries
No information available
.
Average Response Time
Typical time to receive a response to support inquiries
No information available
.
Call-back Options
Feature allowing customers to request a call rather than waiting on hold
No information available
.
Social Media Support
Customer service available through social media channels
No information available
.
Integration & Connectivity
(3 Yes /3 Known /13 Possible features)
Open Banking API
Availability of APIs that allow third-party developers to build on the platform
Yes - has this feature
Temenos Open API layer enables third-party integration and open banking interfaces.
External Account Aggregation
Ability to pull in data from accounts at other financial institutions
Yes - has this feature
External account aggregation is part of the platform, supporting account data pull from other providers.
Number of API Endpoints
Quantity of different API services available for integration
No information available
Digital Wallet Integration
Support for Apple Pay, Google Pay, Samsung Pay, etc.
Yes - has this feature
Integration with major digital wallet providers (Apple Pay, Google Pay, Samsung Pay) is documented.
Personal Finance App Connectivity
Direct integration with budgeting and financial planning apps
No information available
.
Accounting Software Integration
Ability to connect with QuickBooks, Xero, or other accounting systems
No information available
.
eCommerce Platform Integration
Built-in connections to online shopping and payment platforms
No information available
.
Wearable Device Support
Banking functionality on smartwatches or other wearable technology
No information available
.
IoT Device Integration
Connectivity with Internet of Things devices for financial functions
No information available
.
Data Export Options
Number of formats available for exporting financial data (CSV, PDF, etc.)
No information available
.
Tax Software Integration
Direct connection to tax preparation software
No information available
.
Developer Sandbox
Testing environment for developers building on the platform
No information available
.
Webhook Support
Ability to trigger automated actions in other systems based on banking events
No information available
.
Personalization & AI Capabilities
(3 Yes /3 Known /13 Possible features)
Personalized Insights
AI-generated observations about spending patterns and financial behavior
Yes - has this feature
AI-driven personalized insights and financial advice are featured in platform overviews.
Product Recommendations
Personalized suggestions for financial products based on user profile
No information available
.
Predictive Cash Flow
AI forecasting of future account balances based on historical patterns
Yes - has this feature
Predictive cash flow/AI forecasting is included in PFM and analytics modules.
Smart Savings Features
AI-driven tools that automatically optimize savings based on spending patterns
No information available
.
Voice Banking Assistant
Natural language processing capabilities for voice-based banking
No information available
.
Personalized Interface
Dynamic UI that adapts based on user behavior and preferences
No information available
.
Financial Habit Recognition
AI identification of patterns in financial behavior
No information available
.
Anomaly Detection
AI systems that identify unusual transactions or patterns
No information available
.
Smart Notification System
Contextual alerts based on user behavior and preferences
Yes - has this feature
Smart, contextual notification system described in platform feature lists.
Behavioral Analytics Capabilities
Advanced analysis of user interactions to improve experience
No information available
.
Custom Financial Advice
Personalized financial guidance based on individual circumstances
No information available
.
Life Event Detection
AI recognition of major life changes from transaction patterns
No information available
.
Customer Segmentation Granularity
Number of distinct customer segments the AI can identify for personalization
No information available
.
Platform Technical Capabilities
(2 Yes /2 Known /14 Possible features)
System Uptime
Percentage of time the platform is operational and available
No information available
System Response Time
Average time for the system to respond to user requests
No information available
.
Concurrent User Capacity
Maximum number of simultaneous users the system can support
No information available
.
Disaster Recovery Time
Time required to restore service after a major outage
No information available
.
Update Frequency
How often the platform receives feature updates and improvements
No information available
.
Backward Compatibility
Whether updates maintain compatibility with older devices and OS versions
No information available
.
Cloud-based Architecture
Whether the platform uses cloud infrastructure versus on-premises
Yes - has this feature
Cloud-native architecture is repeatedly specified in Temenos Infinity marketing material.
Multi-region Deployment
Platform operation across multiple geographic regions for redundancy
Yes - has this feature
Supports multi-region deployment for global institutions and offers regional redundancy.
Microservices Architecture
Use of modular, independently deployable services
No information available
.
Database Performance
Speed of database queries and transactions
No information available
.
API Rate Limits
Maximum number of API calls allowed per minute
No information available
.
Monitoring Coverage
Percentage of system components under active monitoring
No information available
.
Data Backup Frequency
How often system data is backed up
No information available
.
Automated Testing Coverage
Percentage of codebase covered by automated tests
No information available
.
Customer Relationship Management for Retail Banking
Systems that help banks manage customer interactions, track customer information, and deliver personalized services.
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Core CRM Functionality
(10 Yes /10 Known /12 Possible features)
360° Customer View
Consolidated view of all customer information, interactions, accounts, and relationships in a single interface
Yes - has this feature
Temenos Infinity emphasizes a consolidated digital banking experience which includes a 360° view of the customer in its marketing and documentation.
Contact Management
Ability to store, organize, and manage customer contact information across channels
Yes - has this feature
Contact management is a core CRM function highlighted in Temenos Infinity feature list.
Interaction History
Comprehensive record of all customer touchpoints including branch visits, calls, emails, and digital interactions
Yes - has this feature
Interaction and communication history (calls, emails, digital) is noted as a key function for customer insights.
Account Hierarchy Visualization
Visual representation of customer relationships, household connections, and account structures
Yes - has this feature
Temenos advertises household and business relationship views, supporting account hierarchy visualization.
Customer Segmentation
Tools to segment customers based on demographic, behavioral, transactional, and profitability attributes
Yes - has this feature
Advanced customer segmentation is discussed in their analytics and marketing material.
Task Management
System for creating, assigning, and tracking tasks related to customer service and sales activities
Yes - has this feature
Task management is present as workflow and service requests are tracked and assigned in the platform.
Document Management
Repository for storing, organizing, and retrieving customer documents with version control
Yes - has this feature
Document management (including e-signature) is described in product documentation.
Workflow Automation
Automated processes for common banking workflows like account opening, loan applications, and service requests
Yes - has this feature
Temenos Infinity markets workflow automation for onboarding, loan origination and service request processes.
Role-based Access Control
Security features that limit access to customer data based on employee roles and responsibilities
Yes - has this feature
Role-based access is referenced in multiple technical and security documents for Infinity.
Customer Lifecycle Tracking
Ability to track and visualize the entire customer journey from acquisition through growth and retention
Yes - has this feature
Customer lifecycle tracking is discussed as part of 'customer journey analytics.'
Search Capability Depth
How deeply the system can search across customer records, transactions, and documents
No information available
Record Processing Speed
How quickly the system can process and display comprehensive customer records
No information available
Omnichannel Banking Support
(8 Yes /8 Known /12 Possible features)
Channel Integration
Seamless connection between branch, call center, online, mobile, and ATM interactions
Yes - has this feature
Temenos Infinity highlights seamless omnichannel integration across branch, mobile, call center, and digital.
Cross-channel Journey Tracking
Ability to track customer journeys that span multiple channels without losing context
Yes - has this feature
It tracks cross-channel customer journeys, as cited in marketing and technical overviews.
Unified Communication History
Single view of all customer communications regardless of channel
Yes - has this feature
Unified communication history is a feature highlighted by the platform.
Channel Preference Management
Tools to record and honor customer preferences for specific channels
Yes - has this feature
Preference management for channels and communications is a stated feature.
Channel Switching Support
Ability to maintain context when customers switch between channels during a transaction or inquiry
Yes - has this feature
Temenos Infinity supports context maintenance when switching channels.
Video Banking Integration
Support for video consultations with recording and integration into customer records
No information available
Branch Appointment Scheduling
Digital tools for customers to schedule branch appointments with appropriate specialists
Yes - has this feature
Branch appointment scheduling is available as a digital CRM function on Infinity.
Social Media Integration
Ability to incorporate social media interactions into customer profiles and service records
Yes - has this feature
Social media integration appears in Temenos documentation for customer engagement.
Chatbot Conversation Archive
Storage and analysis of automated chat conversations with context preservation
No information available
Channel Shift Analytics
Metrics on how customers move between channels and identification of friction points
Yes - has this feature
Channel shift analytics are included in the analytics and reporting toolset.
Supported Channels
Total number of different banking channels the CRM system can integrate with
No information available
Cross-channel Sync Latency
Time required for information updated in one channel to appear in all other channels
No information available
Sales and Marketing Capabilities
(11 Yes /11 Known /14 Possible features)
Campaign Management
Tools to plan, execute, and track marketing campaigns across channels
Yes - has this feature
Multi-channel campaign management is part of the Infinity platform's marketing suite.
Lead Management
System for capturing, scoring, distributing, and tracking leads through the sales process
Yes - has this feature
Lead management including scoring and routing is discussed in product features.
Opportunity Management
Framework for tracking potential sales from identification through conversion
Yes - has this feature
Opportunity management is offered for pipeline sales within Infinity.
Product Recommendation Engine
AI-driven tools that suggest relevant banking products based on customer profiles and behaviors
Yes - has this feature
AI-driven product recommendations are highlighted in multiple Infinity marketing materials.
Sales Pipeline Visualization
Visual representation of sales opportunities at various stages of the sales process
Yes - has this feature
Sales pipeline visualization tools are included in the CRM.
Sales Scripts and Guided Selling
Interactive guides that help bank staff navigate sales conversations effectively
Yes - has this feature
Sales scripts and guided selling are available as productivity features.
Referral Tracking
System for managing and incentivizing customer and employee referrals
No information available
Event Management
Tools for planning, executing, and analyzing customer events and seminars
Yes - has this feature
Event management is cited for customer engagement and onboarding campaigns.
Marketing Automation
Automated execution of marketing actions based on triggers and customer behaviors
Yes - has this feature
Temenos Infinity supports marketing automation based on customer journeys and triggers.
Sales Performance Analytics
Dashboards and reports tracking individual and team sales performance against goals
Yes - has this feature
Sales analytics dashboards are part of the reporting suite.
Next Best Action Intelligence
AI-driven recommendations for the most appropriate next step with each customer
Yes - has this feature
AI/ML-driven next-best-action suggestions are included (per analytics and marketing docs).
Campaign ROI Tracking
Financial analysis of marketing campaign performance and return on investment
Yes - has this feature
ROI tracking for marketing campaigns is part of the reporting set.
Lead Scoring Precision
How accurately the system can score leads based on likelihood to convert
No information available
Campaign Execution Capacity
Maximum number of simultaneous marketing campaigns the system can execute
No information available
Customer Service Features
(10 Yes /10 Known /13 Possible features)
Case Management
System for tracking customer service cases from creation to resolution
Yes - has this feature
Case management is a core customer service function in Temenos Infinity.
Service Level Agreement Tracking
Tools to monitor and ensure compliance with service level agreements
Yes - has this feature
SLA tracking appears under service management features.
Knowledge Base
Searchable repository of banking information and procedures for customer service staff
Yes - has this feature
Knowledge base for agents is described within service features.
Queue Management
System for organizing and prioritizing customer service requests
Yes - has this feature
Queue management for customer service is included.
Problem Resolution Tracking
Ability to track recurring issues and their resolution across customer base
Yes - has this feature
Tracking and management of recurring issues is described for service teams.
Customer Feedback Collection
Tools for gathering, analyzing, and acting on customer feedback
Yes - has this feature
Customer feedback collection and analysis is built-in.
Self-service Portal Integration
Connection between self-service tools and agent-assisted service for seamless transitions
Yes - has this feature
Self-service portal is a major emphasis of Temenos Infinity.
Service Request Automation
Automated handling of common service requests like address changes
Yes - has this feature
The product supports automated service request processing.
Voice of Customer Analysis
Tools for analyzing and deriving insights from customer feedback and interactions
Yes - has this feature
Voice of customer analytics is enabled via feedback collection and analysis.
Interactive Problem Solving Tools
Guided solutions that help service agents resolve complex issues
No information available
Customer Satisfaction Tracking
Systematic measurement of customer satisfaction across touchpoints
Yes - has this feature
Customer satisfaction tracking is part of the analytics and reporting package.
Average Resolution Time
Typical time taken to resolve customer service cases with the system
No information available
Knowledge Base Size
Volume of articles and resources available in the customer service knowledge base
No information available
Analytics and Reporting
(11 Yes /11 Known /14 Possible features)
Standard Reports Library
Pre-built reports covering common banking metrics and KPIs
Yes - has this feature
A standard library of reports is included by default (per product specs).
Custom Report Builder
Tools allowing users to create customized reports without technical knowledge
Yes - has this feature
Custom report builder with a no-code/low-code interface appears in product documentation.
Executive Dashboards
High-level visual summaries of key business metrics for decision makers
Yes - has this feature
Executive dashboards are demonstrated in sales collateral and marketing demos.
Predictive Analytics
AI-powered forecasting of customer behaviors, churn risk, and product adoption
Yes - has this feature
Predictive analytics is a recurring theme in AI/ML references for Infinity.
Customer Profitability Analysis
Tools to calculate and visualize the profitability of individual customers and segments
Yes - has this feature
Customer profitability analytics are included as part of reporting for banks.
Behavioral Analytics
Analysis of customer transaction patterns and digital banking behaviors
Yes - has this feature
Detailed behavioral analytics are emphasized for both marketing and risk use cases.
Share of Wallet Analysis
Tools to estimate customer's total financial activity and the bank's portion
Yes - has this feature
'Share of wallet' analysis is highlighted under marketing and analytics.
Product Usage Analytics
Insights into how customers use different banking products and services
Yes - has this feature
Product usage analytics are listed as a standard part of the analytics module.
Relationship Deepening Metrics
Measurement of cross-sell success and relationship growth over time
Yes - has this feature
Metrics for relationship deepening and cross-sell/upsell success are promoted.
Performance Benchmarking
Tools to compare performance against internal targets and industry benchmarks
Yes - has this feature
Performance benchmarking tools noted under analytics and executive dashboards.
Customer Lifetime Value Modeling
Projection of long-term value of customer relationships
Yes - has this feature
Customer lifetime value modeling referenced under analytics capabilities.
Report Export Options
Variety of formats available for exporting reports and data
No information available
Historical Data Retention
Length of time customer data is retained for historical analysis
No information available
Analytics Processing Power
Volume of data that can be processed for real-time analytics
No information available
Integration Capabilities
(12 Yes /12 Known /14 Possible features)
Core Banking System Integration
Connection with the bank's central transaction processing system
Yes - has this feature
Temenos Infinity was built to integrate tightly with Temenos Transact (core) and other core banking systems.
Digital Banking Platform Integration
Connection with online and mobile banking platforms
Yes - has this feature
Digital banking (online/mobile) platform integration is a foundational function.
Contact Center Integration
Linkage with call center telephony and management systems
Yes - has this feature
Contact center integrations and CTI are marketed for customer service capabilities.
Marketing Automation Platform Connection
Integration with external marketing tools and platforms
Yes - has this feature
Infinity offers integration with external marketing automation platforms.
Document Management System Linkage
Connection with enterprise document storage and retrieval systems
Yes - has this feature
The system can connect to enterprise document storage solutions, per technical integration documentation.
Third-party Data Enrichment
Ability to incorporate external data sources to enhance customer profiles
Yes - has this feature
Reference architectures highlight third-party data enrichment via APIs.
API Availability
Accessible application programming interfaces for custom integrations
Yes - has this feature
Temenos provides open REST APIs for integration.
Single Sign-On Support
Unified authentication across banking systems for staff efficiency
Yes - has this feature
Single sign-on is supported through SAML/SSO integrations.
Data Warehouse Connection
Integration with enterprise data storage for comprehensive analysis
Yes - has this feature
Connection to data warehouses is referenced in large bank deployments and partner solutions.
Regulatory Reporting System Integration
Connection with compliance and regulatory reporting tools
Yes - has this feature
Regulatory system integration is cited as a core compliance feature.
Fintech Ecosystem Compatibility
Ability to connect with third-party financial technology solutions
Yes - has this feature
Product documentation lists connection compatibility with multiple fintech providers.
Real-time Integration Capabilities
Support for instantaneous data exchange between systems
Yes - has this feature
Real-time messaging and real-time API integration are explicitly mentioned for Infinity.
API Count
Number of available APIs for integration purposes
No information available
Integration Implementation Time
Average time required to implement a standard system integration
No information available
Personalization and Customer Experience
(9 Yes /9 Known /13 Possible features)
Customer Journey Mapping
Tools to visualize and optimize the customer's path across the banking relationship
Yes - has this feature
Customer journey mapping tooling is a key part of the CX suite.
Personalized Dashboards
Customizable interfaces for different bank staff roles and preferences
Yes - has this feature
Dashboards can be personalized by role or department, as shown in product screenshots.
Customer Communication Preferences
System for recording and honoring customer preferences for communication timing and channels
Yes - has this feature
Preference management system covers communication preferences.
Life Event Detection
Ability to identify significant customer life events that create financial needs
Yes - has this feature
Infinity documents life event detection via analytics and rule-based triggers.
Behavioral Triggers
Automated alerts based on specific customer behaviors or transaction patterns
Yes - has this feature
Behavioral triggers and alerts are configurable for digital engagement.
Personalized Offer Management
System for creating and delivering individualized product offers
Yes - has this feature
Personalized offers are generated based on analytics and customer segmentation.
Financial Goal Tracking
Tools to help customers set and monitor progress toward financial objectives
Yes - has this feature
Financial goal tracking available for both bank staff and retail customers.
Customer Experience Metrics
Measurement of satisfaction, effort, and loyalty across the relationship
Yes - has this feature
Customer experience metrics form a core part of the analytics dashboard.
Relationship-based Pricing
Support for pricing products based on the overall customer relationship
Yes - has this feature
System supports relationship-based pricing configuration.
Customer Recognition Tools
Features that help staff recognize and acknowledge customer milestones
No information available
Moments of Truth Management
Special handling for critical customer interactions that shape perception
No information available
Personalization Algorithm Complexity
Sophistication level of the algorithms used for customer personalization
No information available
Journey Map Complexity
Maximum number of touchpoints that can be tracked in a single customer journey
No information available
Mobile and Digital Features
(11 Yes /11 Known /13 Possible features)
Mobile CRM App
Dedicated application for bank staff to access CRM functions on mobile devices
Yes - has this feature
Bank staff mobile CRM app is marketed as part of the platform.
Digital Onboarding Support
Tools for managing customers acquired through digital channels
Yes - has this feature
Digital onboarding processes are highlighted as a differentiator.
Digital Behavior Tracking
Analytics on customer website and app usage patterns
Yes - has this feature
Customer digital behavior tracking and analytics is a marketed feature.
Mobile Alert Management
System for managing the creation, sending, and tracking of mobile alerts to customers
Yes - has this feature
Engagement alerts and notifications are managed centrally in the app.
Location-based Services
Features that leverage customer location data for relevant offerings
Yes - has this feature
Location-based services are referenced for context-driven engagement.
Digital Document Collection
Tools for securely requesting and receiving customer documents electronically
Yes - has this feature
Digital document upload/collection functionality is standard.
Digital Signature Support
Integration with e-signature solutions for paperless transactions
Yes - has this feature
Digital signature collection for applicants and onboarding is highlighted.
App Usage Analytics
Detailed metrics on how customers use banking applications
Yes - has this feature
Detailed app usage analytics are part of digital channel management.
Digital Communication Archive
Storage and retrieval of all digital customer communications
Yes - has this feature
Digital communication archiving is supported for compliance and customer service.
Digital Channel Performance Metrics
Measurement of effectiveness and efficiency of digital banking channels
Yes - has this feature
Digital channel performance monitoring is featured in analytics/dashboards.
Offline Functionality
Ability for mobile CRM to function without constant network connection
Yes - has this feature
Offline functionality for the staff mobile app is described in technical documentation.
Mobile Device Support
Number of different mobile platforms supported (iOS, Android, etc.)
No information available
Digital Signature Processing Time
Time required to process and verify digital signatures
No information available
Compliance and Risk Management
(11 Yes /11 Known /13 Possible features)
Consent Management
System for recording and managing customer consent for data usage and marketing
Yes - has this feature
Consent management and compliance (including GDPR) are fundamental parts of client onboarding.
Regulatory Documentation
Tools for ensuring required regulatory disclosures and documents are provided
Yes - has this feature
Regulatory documentation support is included for onboarding, KYC, and disclosures.
Customer Due Diligence
Support for Know Your Customer (KYC) and Customer Due Diligence processes
Yes - has this feature
Customer due diligence and KYC toolkit is heavily marketed.
Suspicious Activity Monitoring
Tools for identifying and reporting potentially suspicious transactions
Yes - has this feature
Suspicious activity monitoring is handled by combination of in-built and partner fintech integrations.
Compliance Reporting
Automated generation of reports required by banking regulators
Yes - has this feature
Automated compliance reporting is cited in product documentation.
Audit Trail
Comprehensive logging of all system actions and data changes
Yes - has this feature
Audit trails for all key activity are part of compliance features.
Data Privacy Controls
Features that protect customer data and ensure privacy compliance
Yes - has this feature
Strict data privacy controls are a focus due to GDPR and similar regulations.
Complaint Management
System for recording, tracking, and resolving customer complaints
Yes - has this feature
Customer complaint management is referenced under customer service/compliance.
Suitability Assessment
Tools for evaluating the appropriateness of products for specific customers
Yes - has this feature
Suitability assessment tools are marketed for financial advice and compliance.
GDPR/Data Protection Compliance
Features specifically designed to support data protection regulations
Yes - has this feature
GDPR/Data protection compliance is repeatedly cited in Temenos documentation.
Vulnerability Assessment
Tools to identify vulnerable customers who require special consideration
Yes - has this feature
Vulnerability assessment tools are mentioned, especially for special needs or vulnerable customers.
Audit Trail Retention
Duration for which system activity logs are retained
No information available
Compliance Rule Capacity
Maximum number of compliance rules that can be actively monitored
No information available
Technical and Operational Considerations
(11 Yes /11 Known /15 Possible features)
Cloud Deployment Option
Availability of cloud-based deployment model
Yes - has this feature
Temenos Infinity is offered as a SaaS cloud deployment, with well-documented cloud capabilities.
On-premises Deployment Option
Availability of traditional on-site deployment model
Yes - has this feature
On-premises deployment is available, especially for regulated/large banks.
Hybrid Deployment Support
Ability to operate in mixed cloud/on-premises environments
Yes - has this feature
Hybrid models (cloud and on-premises) are supported.
Scalability
Ability to handle growing volumes of customers and transactions
Yes - has this feature
Scalability is a key selling point for Temenos Infinity in global deployments.
Disaster Recovery
Built-in capabilities for system recovery after disruption
Yes - has this feature
Disaster recovery is cited as a standard assurance in both cloud and on-premises documentation.
Data Encryption
Encryption of sensitive customer data at rest and in transit
Yes - has this feature
Data encryption at rest and in transit is covered under 'security & compliance' info.
Multi-language Support
Ability to present interfaces in multiple languages
Yes - has this feature
Multi-language support is included for global banking deployments.
Multi-currency Support
Handling of multiple currencies in transaction and account data
Yes - has this feature
Multi-currency support is featured for international banks.
Accessibility Compliance
Adherence to accessibility standards for users with disabilities
Yes - has this feature
Accessibility compliance (such as WCAG) is specified in technical and UI commitments.
System Customization Tools
Features allowing banks to customize the system without vendor intervention
Yes - has this feature
Configuration and customization are highlighted as no/low-code for business users.
Mobile Responsiveness
Automatic adaptation of interfaces to different screen sizes
Yes - has this feature
Mobile responsiveness is shown in all cross-channel product demos.
User Concurrency
Maximum number of simultaneous users the system can support
No information available
System Uptime
Guaranteed availability of the system
No information available
Backup Frequency
How often system data is automatically backed up
No information available
Transaction Processing Speed
Number of customer transactions the system can process per second
No information available
Client Onboarding Platforms for Client Service and Operations
Digital solutions for streamlining new client acquisition, including electronic account opening, automated KYC (Know Your Client) processes, and digital signature capabilities.
More like this ...
User Experience & Interface
(10 Yes /10 Known /11 Possible features)
Intuitive Interface
Platform has a visually appealing, logical, and easily navigable interface.
Yes - has this feature
Temenos Infinity is marketed as having an intuitive, modern user interface designed for client engagement—confirming usability.
Customizable Dashboards
Allows firms and users to tailor views, menus, and dashboards to their needs.
Yes - has this feature
Customizable dashboards and views are promoted as part of Temenos Infinity's value-add for banks.
Mobile Compatibility
Supports usage on mobile devices including smartphones and tablets.
Yes - has this feature
Temenos Infinity offers omnichannel functionality, including mobile support.
Multi-language Support
Provides the interface and client communications in multiple languages.
Yes - has this feature
Multi-language support is listed as a feature for international banks on Temenos product documentation.
Accessibility Features
Compliance with accessibility standards (e.g., WCAG), enabling use by all abilities.
No information available
Real-time Status Updates
Clients and advisors can monitor onboarding progress in real time.
Yes - has this feature
The platform emphasizes real-time status updates for client processes and onboarding.
Guided Workflows
Offers client-friendly prompts and guided step-by-step onboarding.
Yes - has this feature
Guided workflows are a core user experience part of Temenos Infinity onboarding modules.
Document Pre-Fill
Auto-fills forms using available or previously entered information.
Yes - has this feature
Forms are pre-filled using existing data as part of their onboarding acceleration.
Visual Progress Tracker
Displays a visual representation of onboarding stages and what remains.
Yes - has this feature
Visual onboarding progress indicators are shown in client and advisor dashboards.
Client Self-Service Portal
Clients access and complete tasks or forms independently at their convenience.
Yes - has this feature
Clients can initiate and check onboarding actions on their own—self-service portal is supported.
Multi-User Support
Allows multiple parties (e.g., joint account holders, advisors) to collaborate on onboarding.
Yes - has this feature
Multi-user support is referenced as a benefit for banks with distributed advisors and clients.
Data Collection & Processing
(10 Yes /10 Known /10 Possible features)
Digital Form Completion
All forms and data collection are paperless and completed digitally.
Yes - has this feature
All onboarding forms are digital and paperless, per platform documentation.
eSignature Integration
Allows documents to be signed digitally in a compliant manner.
Yes - has this feature
eSignatures are directly supported for digital document completion.
Advanced Data Validation
Automated checking for data completeness, correctness, and consistency.
Yes - has this feature
The platform advertises advanced, automated validation for onboarding forms.
ID Verification & KYC Checks
Automated identity validation and Know Your Customer (KYC) checks.
Yes - has this feature
ID verification and KYC checks are core to Infinity's onboarding modules for regulatory compliance.
OCR Data Extraction
Optical Character Recognition for digitizing and extracting data from images or PDFs.
Yes - has this feature
Temenos references the use of OCR during onboarding for document processing.
Bulk Data Import
Ability to upload and process large numbers of clients simultaneously.
Yes - has this feature
Bulk data imports are supported for customer records according to integration guides.
Custom Field Support
Administrators can add or modify data fields per business requirements.
Yes - has this feature
Supports flexible form and field configuration for custom data requirements.
Conditional Logic in Forms
Forms dynamically adjust based on user responses.
Yes - has this feature
Conditional logic in onboarding forms is implemented for personalized workflows.
Duplicate Detection
Identifies and alerts users to duplicate client records.
Yes - has this feature
Duplicate record detection is listed among data hygiene functionalities.
Data Encryption at Rest and in Transit
Ensures all client information is encrypted, stored, and transmitted securely.
Yes - has this feature
Encryption at rest and in transit is explicitly mentioned in Temenos security and compliance documents.
Integration & Interoperability
(8 Yes /8 Known /8 Possible features)
CRM Integration
Connects directly to major CRM systems for automatic data transfer and updates.
Yes - has this feature
CRM integrations available with major systems through APIs and partnership ecosystem.
Portfolio Management System Integration
Seamlessly exchanges information with PMS and wealth management systems.
Yes - has this feature
Portfolio/Wealth Management integrations are available for seamless onboarding.
Custodian & Broker Integration
Transfers onboarding data and documents directly to custodians and broker-dealer platforms.
Yes - has this feature
Custodian and broker integrations highlighted for retail and wealth banking use cases.
API Availability
Provides robust APIs for custom integrations.
Yes - has this feature
Extensive open API access available for integration and customization.
Single Sign-On (SSO)
Supports SSO across platforms for streamlined user authentication.
Yes - has this feature
Single Sign-On supported across Temenos and partner applications.
Document Management System Integration
Connects to DMS for archiving and retrieval of onboarding documentation.
Yes - has this feature
Integration with enterprise DMS available for document management.
Custom Integration Support
Vendor provides services or tools for bespoke integrations.
Yes - has this feature
Custom integrations supported by Temenos and partners for enterprises.
Third-party Data Enrichment Integration
Ability to enrich onboarding data from external databases (e.g., credit bureaus, AML).
Yes - has this feature
Third-party data enrichment (e.g., credit, AML) integrations documented.
Compliance & Regulatory Controls
(7 Yes /7 Known /7 Possible features)
Audit Trails
Complete, immutable logs of all actions, changes, and accesses for compliance reviews.
Yes - has this feature
Temenos supports immutable audit trails for compliance across banking modules.
OFAC & AML Screening
Automated Office of Foreign Assets Control (OFAC) and Anti-Money Laundering (AML) checks.
Yes - has this feature
Automated OFAC/AML screening included as part of onboarding compliance suite.
Consent & Disclosure Management
Automates and tracks the collection of client consents and regulatory disclosures.
Yes - has this feature
Consent and disclosure management features are included to track regulatory workflows.
FINRA/SEC Regulation Support
Features to support compliance with relevant financial advisor regulatory bodies.
Yes - has this feature
Core regulatory bodies (including SEC/FINRA) supported for North American client onboarding compliance.
Regulatory Change Updates
Platform adapts rapidly to new regulatory requirements and notifies users.
Yes - has this feature
Temenos describes rapid response and notifications for regulatory changes.
Role-based Access Controls
Limits access to sensitive information based on user roles.
Yes - has this feature
Role-based access controls are standard for all Temenos Infinity modules.
Automated Document Retention Policies
Automatically manages document archiving and disposal in compliance with regulations.
Yes - has this feature
Automated document retention policies are part of compliance controls.
Automation & Workflow Management
(9 Yes /9 Known /9 Possible features)
Automated Task Assignment
Distributes onboarding tasks to team members based on rules or workload.
Yes - has this feature
Automated (rules-based) assignment of onboarding tasks is highlighted.
Workflow Customization
Firms can adapt workflows or pipelines according to their preferences.
Yes - has this feature
Workflow customization is a primary selling point for adapting to different bank requirements.
Automated Notifications & Reminders
Automatically alerts clients and staff about outstanding tasks or required information.
Yes - has this feature
Automated reminders/notifications are built-in for workflow management.
Escalation Rules
Automatically escalates unresolved issues or bottlenecks in the process.
Yes - has this feature
Escalation rules and process bottleneck detection are present in Infinity workflow automation.
SLA Management
Tracks and enforces Service Level Agreements for task completion.
Yes - has this feature
SLA management (tracking enforcement/alerts) is addressed for regulatory compliance.
Template Library
Pre-built and customizable workflow, message, and document templates.
Yes - has this feature
Template library available for onboarding documents, workflows, and notifications.
Bulk Processing Capabilities
Supports onboarding actions for multiple clients in a batch.
Yes - has this feature
Bulk processing is emphasized for enterprise onboarding events.
Integration with Calendar Tools
Synchronizes onboarding activities with calendar and scheduling platforms.
Yes - has this feature
Integration with Outlook, Google Calendar, etc., documented for appointment and workflow synch.
Approval Chains
Defines and automates multi-level approval flows.
Yes - has this feature
Multi-level approval flows configurable within Infinity workflow designer.
Security
(7 Yes /7 Known /7 Possible features)
Multi-factor Authentication
Supports two or more authentication steps for all users.
Yes - has this feature
Multi-factor authentication supported for users.
End-to-End Encryption
Encrypts all data from input through storage and transmission.
Yes - has this feature
End-to-end encryption addressed in Temenos security documentation.
Regular Security Audits
Institute regularly scheduled penetration tests and vulnerability assessments.
Yes - has this feature
Regular pen-testing and security audit services available for clients.
Threat Detection & Monitoring
Detects and alerts to suspicious activity, login attempts, or data breaches.
Yes - has this feature
Threat detection and security monitoring supported as an enterprise feature.
GDPR/CCPA Compliance
Supports controls and features for privacy law compliance.
Yes - has this feature
GDPR/CCPA and other privacy frameworks referenced in compliance material.
Secure Data Deletion
Ensures data is properly and irreversibly deleted when necessary.
Yes - has this feature
API and user interface provide secure data deletion as per compliance.
Audit Logging
Detailed logs of all data access and changes, available for investigation.
Yes - has this feature
Audit logging is a mandatory feature for all actions in the platform.
Reporting & Analytics
(8 Yes /8 Known /8 Possible features)
Custom Report Builder
Users can create custom reports on demand from all available data.
Yes - has this feature
Custom/ad hoc report builder provided in analytics modules.
Pre-built Dashboards
Standard dashboards for common KPIs such as onboarding cycle times or conversion rates.
Yes - has this feature
Standard prebuilt dashboards include onboarding metrics and cycle times.
Real-Time Analytics
Analytics and data visualization update immediately as new data arrives.
Yes - has this feature
Real-time analytics and dashboards are core to Temenos Infinity reporting.
Export to Excel/CSV/PDF
Users can easily export reports and data for use in other tools or for compliance.
Yes - has this feature
Data export functions in multiple formats are available to users.
Scheduling of Reports
Automated scheduling and delivery of reports to specified recipients.
Yes - has this feature
Automated and scheduled reporting distribution supported.
Drill-down Reporting
Enables users to start from high-level summaries and investigate details.
Yes - has this feature
Dashboard and report drill-down is highlighted in Infinity analytics.
Onboarding Funnel Analysis
Tracks performance and drop-offs at each onboarding stage.
Yes - has this feature
Summary-to-detail view for onboarding funnel performance provided.
Client Demographics Reporting
Analyzes aggregate information about clients being onboarded.
Yes - has this feature
Client demographics analytics is a feature in reporting sections.
Collaboration & Communication
(7 Yes /7 Known /7 Possible features)
Secure Messaging
Enables encrypted, auditable communication between clients and staff.
Yes - has this feature
Secure messaging between clients and advisors supported (platform-integrated or via partner).
Task Assignment & Comments
Users can assign tasks or add comments in context to onboarding items.
Yes - has this feature
Task assignment and inline comments are built into workflow management.
Notification Preferences
Recipients can select how and when to receive onboarding communications.
Yes - has this feature
Notification preferences are configurable at the user level.
Team Collaboration Tools
Built-in tools to enable advisor and operation team coordination.
Yes - has this feature
Team collaboration tools such as shared workspaces and communication integrations provided.
Integration with Email & Chat Tools
Connects with popular email and messaging platforms.
Yes - has this feature
Integrations with email and chat platforms available (Microsoft, Google, etc.).
Client Q&A Portal
Clients ask questions or request support directly within the onboarding platform.
Yes - has this feature
Onboarding Q&A portals exist for client communication (direct or integrated).
Event Tracking
Tracks all communication events and their timestamps.
Yes - has this feature
Event tracking and communication logs available as part of compliance/audit.
Scalability & Performance
(2 Yes /2 Known /6 Possible features)
Concurrent User Support
Number of users who can operate on the platform simultaneously without degradation.
No information available
Uptime Guarantee
Service availability measured by percentage uptime over a period.
No information available
Average Response Time
Typical time for the system to respond to user input or requests.
No information available
Maximum Onboarding Volume
Number of new clients the platform can process per day.
No information available
Elastic Cloud Infrastructure
System can auto-scale hardware resources as load increases.
Yes - has this feature
Temenos Infinity offers elastic cloud infrastructure (auto-scaling) for clients.
Zero-Downtime Maintenance
Updates and patches can be applied without impacting operations.
Yes - has this feature
Zero-downtime maintenance—cloud deployments offer non-interruptive updates.
Support & Vendor Services
(7 Yes /7 Known /7 Possible features)
24/7 Support Availability
Round-the-clock technical and user support is available.
Yes - has this feature
24/7 support included in enterprise package options.
Dedicated Account Manager
Clients are assigned a vendor-side account manager for ongoing needs.
Yes - has this feature
Dedicated account manager assigned for enterprise/strategic clients.
Comprehensive Training Materials
Access to up-to-date user guides, video tutorials, and FAQs.
Yes - has this feature
Training materials, guides, FAQs available in customer support portal.
Live Training & Onboarding Sessions
Vendor provides live sessions for new user onboarding.
Yes - has this feature
Live training and onboarding sessions are a part of Temenos setup.
Service Level Agreement (SLA)
Documented SLAs for response, resolution times, and uptime.
Yes - has this feature
Formal Service Level Agreements are documented and available.
Community Forum
Online community for peer support and knowledge sharing.
Yes - has this feature
A community forum for Temenos users exists.
Product Roadmap Transparency
Vendor shares future updates and allows feedback on product direction.
Yes - has this feature
Temenos publishes a forward-looking product roadmap for clients.
Cost & Pricing Flexibility
(5 Yes /5 Known /5 Possible features)
Transparent Fee Structure
All pricing details and additional costs are clearly disclosed.
Yes - has this feature
Pricing transparency is emphasized for bank procurement processes.
Pay-As-You-Go Pricing Option
Pricing based on actual usage or number of onboarded clients.
Yes - has this feature
Pay-as-you-go options possible for certain SaaS modules (per documentation and pricing FAQ).
Tiered Pricing Plans
Multiple package tiers for firms of different sizes and needs.
Yes - has this feature
Tiered pricing options exist for different scales of banking clients.
Free Trial or Pilot Program
Offers a no-cost trial of the platform for evaluation.
Yes - has this feature
Trial and pilot programs are routinely offered for enterprise evaluation.
Discounts for Long-Term Contracts
Allows cost savings through longer-term commitments.
Yes - has this feature
Discounts for multi-year or volume contracts described by Temenos sales literature.
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