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Solution: Private Banking & Wealth Management

The complete card & rewards platform for your most valuable clients

Roman Technology delivers the card programs, rewards infrastructure, and white-glove experiences your ultra-high-net-worth clients expect — fully white-labeled, bank-grade compliant, and live in weeks.

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60
Days to go live
3.2×
Redemption rate lift
+42%
Engagement increase
Luxury private wealth experience
3.2×
Redemption rate lift
✦ Wealth Tier — Active
Program Structures

Two programs. One platform.
Fully configurable.

Choose the model that fits your wealth management philosophy — or run both for different client segments.

💳
Wealth Reward Card
A simple, transparent cashback program built for clients who value clarity and maximum return. Every dollar earned goes back to the client — no points games, no hidden breakage.
Flat-rate cashback on every purchase category
Automatic sweeps to investment or savings accounts
No breakage model — 100% of value returned
Real-time balance visibility in banking app
Custom earn rates by client tier or segment
✦
Premium Points Program
A curated points ecosystem for clients who want access to premier travel, lifestyle, and investment experiences. Designed to inspire engagement and deepen relationships.
Points transferable to 40+ airline & hotel partners
Annual travel credits up to $10,000
Lifestyle access: private events, curated experiences
Priority booking & upgrade guarantees
Family & household account pooling
Private Aviation
1,300+
Airport lounges worldwide
Aviation & Travel

First-class travel.
Effortlessly earned.

Your most valuable clients fly differently. Roman Technology connects their card spend to a travel experience that matches their expectations — from private charter to airport arrivals.

✈️
Private Aviation Earn
Accelerated points on private charter, business class, and first class bookings — with curated operator partnerships.
🛋️
Priority Lounge Access
Unlimited access to 1,300+ airport lounges worldwide, including exclusive partner suites and private terminals.
✅
TSA PreCheck & Global Entry Credits
Automatic annual reimbursement for expedited security programs — applied seamlessly to the card.
🛡️
Comprehensive Travel Protections
Trip delay, cancellation, lost luggage, medical evacuation, and emergency assistance — fully embedded in the card program.
Charitable Impact Programs

Rewards that give back.
By design.

Wealth management clients want their money to reflect their values. Roman Technology's charitable giving programs embed philanthropy into everyday spending.

💯
Model 1
100% Giving
The full value of earned rewards is directed to client-chosen charitable organizations. No cash alternative — pure philanthropic impact, fully tracked and reported.
⚖️
Model 2
Shared Model
A configurable split between client benefit and charitable giving — for example, 50% to client rewards and 50% to a chosen cause. Fully flexible at the client level.
🏆
Model 3
Tiered Giving
Giving increases with spend volume. Higher spending tiers unlock matched contributions from the bank, creating a powerful engagement mechanic tied to philanthropic impact.
I need two seats to the Monaco Grand Prix, plus a suite at the Hotel de Paris — all on points if possible.
Of course. I have paddock club tickets available for both days plus a Prestige Suite at Hotel de Paris (720K points total). Shall I also arrange a private transfer from Nice Airport and reserve Le Louis XV for Saturday evening?
Yes to all of that. And my wife would like a spa appointment Sunday morning.
Done. I've reserved the Thermes Marins suite at 9am Sunday. Your full Monaco itinerary confirmation will arrive in 10 minutes. Is there anything else before your trip?
AI Concierge

White-glove service.
Around the clock.

Roman Technology's 24/7 concierge combines AI intelligence with human expertise to handle any request — from the routine to the extraordinary.

24/7 global lifestyle management — travel, dining, events, and personal services
Family office coordination for complex multi-member requests
Access to sold-out events, private collections, and exclusive experiences
Seamless points redemption — no friction, no call queues
Available in 30+ languages via chat, phone, and in-app messaging
See the Full Platform →
Start Your Evaluation

Ready to elevate your
private banking offer?

Our private banking team will tailor a demonstration to your specific client segments, AUM profile, and technology stack. Most evaluations begin in under 5 business days.

Request a Demo Talk to Sales