Discover how Synpulse accelerates Avaloq transformation with structured delivery, automation and proven accelerators that reduce risk and deliver measurable ROI.

 Summary 

• Most Avaloq programmes fail due to gaps in structure, governance, and delivery that compound over time.
• Synpulse has spent 30 years building an industrialised transformation framework, supported by purpose-built accelerators that reduce risk and accelerate time to value.
• SAT-X covers the full Avaloq lifecycle, from operating model design to release automation, testing, observability, and AI-enabled delivery.
• This article explains what each accelerator does, where it sits in the lifecycle, and why it delivers results that generic approaches cannot match.

Synpulse innovation: why the stakes in Avaloq landscape are higher than ever 
Across APAC, EMEA and beyond, financial institutions are navigating a demanding environment. Leaders in technology, operations, compliance and wealth management must balance the need to modernise with the realities of rising costs, talent shortages and intense regulatory expectations. Digital-first client experiences are now essential, yet legacy systems often slow transformation and introduce operational risk. At the same time, institutions are rethinking their product design philosophy: rebuilding systems to reduce human effort while keeping humans in the loop for oversight rather than full operational dependency. This shift reflects a broader move towards intelligent automation, controlled autonomy and scalable operating models. 

Avaloq is central to many of these initiatives. The platform provides the depth, modularity and scalability required for today’s wealth and private banking operating models. However, to fully realise this potential, programmes must embed that same product philosophy shift, designing configurations, workflows and integrations that minimise manual intervention while preserving strong governance and control. Despite this, many Avaloq programmes experience delays, unplanned costs and delivery challenges. These issues typically arise not from the platform but from gaps in programme structure, governance and execution. 

As institutions seek to accelerate time to market and improve resilience, the need for structured, industrialised and repeatable delivery models has never been greater. Success increasingly depends on transformation approaches that combine automation-first architecture with disciplined human oversight, ensuring efficiency gains do not come at the expense of risk control. Synpulse built SAT-X to change the equation: replacing uncertainty with structure, and ad-hoc delivery with a repeatable, industrialised model proven across institutions of every scale. 

Explore how Synpulse helps institutions achieve predictable outcomes and measurable value through a clear, rigorous and future-ready transformation approach.  

The five primary forces driving Avaloq transformations 
Avaloq transformations are unfolding amid a perfect storm of pressures reshaping financial services: 

• Time to market – Speed is one of the key factors in transformation. By avoiding errors and automating processes, time to market is faster. 
• Regulatory complexity – New compliance, data, and operational resilience mandates add layers of governance. 
• Digital-first expectations – Clients expect consistent, omnichannel experiences that demand agility and speed. 
• Talent gaps – Scarcity of Avaloq expertise creates dependency on external vendors and risks of knowledge silos. 
• Cost pressures – Rising IT and operational expenses demand more efficient delivery models. 

Together, these forces are driving institutions to seek structured, scalable, and repeatable transformation approaches, where predictable outcomes replace project-by-project uncertainty.  

A structured lifecycle: from strategy to steady state  
The Synpulse Avaloq Transformation Accelerators (SAT-X) lifecycle is an end-to-end framework designed to reduce complexity and introduce predictable structure at every stage of the programme. The lifecycle spans eight phases and incorporates: 

• Robust governance 
• Milestones and quality gates 
• Reusable templates and process models 
• Automation-enabled delivery 
• Transparent reporting and risk management 

This structured approach aligns strategy with execution, reduces delivery risk and shortens time to market. Institutions gain a clear roadmap and a delivery model that is both disciplined and scalable, transforming Avaloq programmes into controlled, value-driven journeys.

From planning to maintenance: SAT-X suite in action 
A proven suite of tools and accelerators designed to help FIs move faster, lower risk, and deliver lasting value from their Avaloq investments.

1. Wealth-in-a-Box (WiaB): Designing the optimal operating model
Most Avaloq programmes struggle not because of technology, but because institutions begin delivery without a clearly defined target operating model. When business strategy, regulatory expectations, and system design diverge, the result is predictable: misaligned processes, fragmented decision‑making, and costly redesigns deep into the programme.

Wealth‑in‑a‑Box (WiaB) was created to eliminate this foundational risk. It provides FIs with a structured, proven and scalable blueprint for designing and deploying Avaloq’s wealth management capabilities with confidence.

A structured starting point for Avaloq transformation
WiaB offers a fully developed reference model encompassing 200+ end‑to‑end banking processes, mapping how a modern wealth organisation should operate across front‑to‑back functions. This gives institutions an immediate head start. No blank sheets, no guesswork, and no reliance on fragmented institutional knowledge.

Rather than spending months aligning business and IT teams on fundamentals, WiaB provides a pre‑configured backbone for the operating model, complete with:

• Ready‑to‑deploy Avaloq functionalities adapted from real‑world implementations
• Industry‑tested best practices embedded into process flows, controls, and governance
• Regulatory‑aligned frameworks ensuring compliance across jurisdictions
• A scalable architecture designed to evolve as the business, AUM, and product offerings grow

Why WiaB matters
Avaloq transformation is complex but it doesn’t need to be uncertain. WiaB reduces ambiguity and rework by giving institutions a clear, validated structure from day one. With a well‑defined target operating model:

• Delivery teams move faster
• Requirement churn decreases
• Compliance risks diminish
• Project discipline strengthens
• Business outcomes become predictable

Institutions that adopt WiaB see significant reductions in early‑stage delivery risk and accelerate overall time‑to‑market.

A differentiator shaped by 40+ Avaloq programmes
What sets WiaB apart is its future‑ready design. The framework incorporates AI‑enabled workflows, digital capabilities, and modular components that ensure institutions are not only compliant and efficient today but prepared for tomorrow’s business models and supervisory demands.

2. Synpulse Avaloq Generative Expert (Sage): Scaling expert knowledge across every engagement 
Avaloq delivery still depends too heavily on a small group of senior experts. Progress slows down when design decisions or estimates hinge on individual availability. As programmes scale across markets, this creates bottlenecks, duplicated effort, and inconsistent outcomes. The real constraint is not the platform. It is access to expertise. 

Sage changes that. Built through plAIground, Synpulse’s applied AI initiative, it captures the knowledge of our most experienced Avaloq specialists and makes it available to every delivery team. Expertise is no longer a bottleneck or a dependency. It becomes an asset that scales with the programme. 

From client requirement to solution design in minutes 
At its core, SAGE builds on the collective delivery knowledge of the Synpulse Avaloq practice. Drawing on the full Avaloq documentation, real reference projects, and proven code patterns from years of delivery, it works from a client requirement exactly as it arrives and produces a complete, structured solution design.

From a single request, the Sage generates: 

• Objective and scope definition 
• Functional design and solution logic, down to batch and order handling 
• A detailed effort breakdown with a recommended team structure 
• Risks and open questions for client validation 
• Supporting design documentation, consultant-ready 

Instead of replacing human expertise, the Sage amplifies it: our consultants refine and validate every output as the platform does the heavy lifting and our experts apply the judgement. 

Why SAGE matters 
Avaloq programmes face growing pressure to deliver faster across more markets without compromising quality. Delivery models  built around scarce individual experts cannot meet that demand sustainably. 

Sage addresses this challenge by: 

• Removing the dependency on individual expert availability 
• Compressing solution design and estimation from days to minutes 
• Increasing the accuracy and consistency of estimates and designs 
• Delivering the same quality of output on every engagement, in every market 

Sage already runs inside every Synpulse Avaloq engagement, meaning clients benefit from institutionalised expertise from day one of any programme. 

Purpose-built on real Avaloq delivery experience 
Unlike generic AI assistants, Sage is engineered specifically for Avaloq delivery, embedding Synpulse's methodology and the accumulated experience of our practice. This purpose-built design means: 

• Sage understands Avaloq concepts, configuration logic, and integration patterns 
• Generated designs align with Synpulse's established delivery and governance frameworks 
• Every output passes through consultant review before it reaches a programme 
• Clients benefit from expertise that compounds with every project we deliver 

Sage is the foundation of an AI-enabled delivery model within SAT-X proven internally first, with a commercial version on the roadmap.

3. Testing Center of Excellence (TCoE): Quality at scale

Fragmentation turns testing into a bottleneck
In many banks, testing remains distributed across teams, tools, and approaches, making it difficult to scale, measure coverage, or maintain consistency. Even with growing automation, governance gaps, rising maintenance effort, and limited visibility create blind spots in critical business areas, slowing down releases and increasing operational risk.

Scaling delivery requires scaling testing, not just automation
Faster release cycles, increasing regulatory pressure, and rising quality expectations demand a fundamentally different approach to testing. Without a structured framework, testing cannot keep pace with change, turning into a constraint rather than an enabler of transformation.

Why TCoE matters
Testing sits on the critical path of every change initiative. A fragmented testing setup leads to longer release cycles, higher costs, and increased defect risk while a structured, end-to-end approach enables predictable, high-quality delivery aligned with business objectives.

Key advantages

• Integration of strategy, tooling, and execution into one consistent framework
• End-to-end transparency across test coverage, tooling, and governance
• Standardised processes and operating model across teams and locations
• Scalable test organisation aligned with release ambitions

4. AST Suite: High-performance test automation built for Avaloq

When automation cannot scale, it becomes the bottleneck
As Avaloq environments grow more complex, traditional test automation approaches struggle to keep pace. Slow execution runs, unstable setups tied to UI layers, and scaling constraints limit coverage and delay feedback, turning testing into a critical path risk for every release.

Performance, scalability, and simplicity are the real differentiators
Test automation only creates value when it delivers fast, reliable feedback at scale. In Avaloq environments, this requires an approach that avoids typical dependencies such as GUI-based execution, heavy deployments, or restrictive licensing models and instead focuses on direct system interaction and parallel execution.

Why AST Suite matters
With increasing release frequency and system complexity, testing speed and scalability directly impact time-to-market and operational stability. Without high-performance automation, teams face growing backlogs, rising effort, and limited ability to expand test coverage.

Key advantages

• High-speed test execution with parallel processing and fast feedback cycles
• Direct interaction with Avaloq, avoiding UI instability and deployment overhead
• Scalable setup without user-based licensing constraints
• Full test lifecycle support, from data generation to execution and monitoring

5. Synpulse Testing-as-a-Service (STaaS): Industrialised, predictable Avaloq testing 
Banks operating on Avaloq are managing increasingly complex change portfolios. Release cycles are tightening, regulatory scrutiny is intensifying, and test inventories continue to expand across functional, regression, SIT, and UAT layers. 

Yet testing environments remain fragmented. Ownership is often distributed across teams, governance models lack consistency, and execution is still heavily manual. Scarcity of deep Avaloq expertise further compounds the issue, leading to coverage gaps, delayed defect detection, and slow, unpredictable releases. 

As complexity scales, traditional testing models become cost-intensive, opaque, and difficult to sustain. 

A managed testing model purpose-built for Avaloq 
Synpulse Testing-as-a-Service (STaaS) was designed to address these structural constraints. It delivers a fully managed, Avaloq-specific testing service underpinned by a ready-made automation framework. 

Rather than operating as a staffing augmentation model, STaaS introduces an industrialised testing layer, embedding automation, governance, and continuous optimisation into the Avaloq lifecycle. 

Automating and governing testing at scale 
At its core, STaaS combines an Avaloq-native automation framework with structured delivery governance. The service supports: 

• Functional testing 
• Regression testing 
• System Integration Testing (SIT) 
• User Acceptance Testing (UAT) 
• Continuous test case maintenance and optimization 
• Standardised reporting and release governance 

Automation is implemented at scale, reducing manual effort while increasing repeatability and transparency across releases. 

Instead of replacing in-house teams, STaaS enhances them, providing structured expertise, controlled execution, and sustained quality assurance across change cycles. 

Why STaaS matters 
As Avaloq environments grow more integrated and release cadences accelerate, testing can no longer remain reactive or resource-dependent. Manual-heavy approaches expose banks to operational risk, budget overruns, and production instability. 

STaaS addresses these pressures by: 

• Reducing reliance on scarce Avaloq testing expertise 
• Industrialising test execution and governance 
• Improving coverage and defect detection 
• Enabling predictable, controlled release cycles 
• Lowering overall testing cost across the lifecycle 

Measurable impact on delivery stability 
Institutions adopting STaaS experience: 

• Lower testing costs through automation and reuse 
• Faster execution across regression and release cycles 
• Earlier defect identification and reduced production leakage 
• Improved transparency, auditability, and governance 

The result is a more stable Avaloq platform with fewer post-go-live disruptions and greater confidence in change execution. 

A purpose-built testing engine for Avaloq 
Unlike generic testing services, STaaS is engineered specifically for Avaloq environments. Its plug-and-play, Avaloq-native framework incorporates: 

• Scriptless, reusable test cases 
• End-to-end coverage across modules and integrations 
• Continuous maintenance to prevent test case degradation 
• Dedicated Avaloq specialists embedded within delivery 

This combination of domain expertise, automation architecture, and structured governance differentiates STaaS from conventional managed testing models

6. Client Communication Management (CCM) Evaluation: Making the right decision before it becomes urgent

The clock is ticking on legacy CCM
CCM is no longer just about generating documents. It has become a time-critical decision shaping how banks communicate, comply, and operate.

When decisions come too late, they become risks
Many banks still rely on legacy CCM platforms that are reaching their limits. Rising demands for personalisation, omnichannel delivery, and regulatory adaptability expose structural gaps, while upcoming end-of-support timelines add pressure. Yet, CCM is often evaluated too late, treated as a technical replacement, or driven by vendor narratives rather than real use cases, resulting in rushed decisions and underestimated migration complexity.

Why it matters
Customer communication sits at the intersection of client experience, compliance, and operational efficiency. As CCM becomes tightly coupled with core banking and digital channels, the wrong decision creates long-term friction while the right evaluation unlocks flexibility, scalability, and alignment with the bank’s broader strategy.

Key advantages of early CCM evaluation

• Early, structured evaluation creates optionality and avoids time pressure
• Better alignment with core banking, operating model, and digital strategy
• Vendor-neutral decisions grounded in real business use cases
• Reduced migration risk through clear roadmap and prioritisation

7. Training Solutions: Driving adoption and knowledge retention 
Successful Avaloq implementations do not end at go-live. Yet many institutions struggle in the critical post-implementation phase. Poor user adoption and persistent knowledge gaps remain leading causes of operational friction. 

When users lack clarity on workflows, system logic, or role-specific responsibilities, the result is predictable: increased support tickets, inconsistent process execution, and escalating operational costs. Over time, institutional knowledge fragments, onboarding slows, and productivity declines. 

Without a structured enablement strategy, even technically successful implementations fail to deliver full value. 

A structured, adoption-led training model 
Synpulse Training Solutions were designed to address this structural challenge. Rather than delivering one-off training sessions, Synpulse provides interactive, role-specific programmes tailored to the institution’s Avaloq environment. 

The approach focuses on simplification, clarity, and retention, ensuring users not only understand the system but apply it confidently in daily operations. 

Enabling practical learning at scale 
At its core, Synpulse Training Solutions combine structured learning design with delivery technology. Programmes include: 

Interactive, web-based training modules 

• Role-specific learning paths 
• Guided workflow simulations 
• Centralised, structured documentation repositories 
• Continuous content updates aligned with system changes 

Training is embedded into operational realities, ensuring alignment with actual business processes rather than abstract system theory. 

Instead of overwhelming users with generic documentation, the programme reinforces applied understanding, accelerating proficiency while reducing dependency on support teams. 

Why Training Solutions matter 
User adoption is one of the most underestimated risk factors in transformation programmes. Even well-configured systems underperform when users lack confidence or clarity. 

Synpulse Training Solutions address this risk by: 

• Reducing resistance to system change 
• Preserving institutional knowledge across teams 
• Accelerating onboarding for new hires 
• Minimising operational disruption post go-live 
• Lowering long-term support and remediation costs 

By strengthening knowledge retention, institutions convert implementation effort into sustained operational value. 

Measurable impact on operational stability 
Institutions adopting Synpulse Training Solutions report: 

• Up to 40% fewer support tickets 
• Faster time-to-proficiency across user groups 
• Improved process consistency and execution quality 
• Greater user confidence in daily operations 

The result is a more stable Avaloq environment supported by informed, capable users rather than reactive troubleshooting. 

A differentiated approach to enablement 
Unlike traditional training providers, Synpulse combines human-centred design principles with AI-driven content localisation. This enables: 

• Role-relevant, user-focused learning journeys 
• Faster localisation across global teams 
• Scalable onboarding in multi-region environments 
• Continuous adaptation of content as the platform evolves 

By blending instructional design expertise with intelligent automation, Synpulse delivers training that scales with transformation, not training that becomes obsolete after go-live.

8. Zeta: Automating deployment and release management 
As Avaloq environments grow more complex, deployment and release management have become critical control points in the delivery lifecycle. Yet in many institutions, deployment remains heavily manual, reliant on individual expertise, checklist-driven execution, and fragmented coordination across teams. 

This introduces structural risk. Manual deployment processes slow down release cycles, increase the likelihood of human error, and make it difficult to manage parallel projects effectively. As change volumes increase and regulatory timelines tighten, banks struggle to scale delivery without compromising stability. 

Without automation, deployment becomes a bottleneck rather than an enabler of agility. 

An automated deployment engine for Avaloq 
Zeta was developed to address this constraint. It automates Avaloq deployment, testing, and release management, introducing structured control and repeatability into one of the most risk-sensitive stages of the lifecycle. 

Rather than relying on manual code migration and coordination, Zeta streamlines code merging, orchestrates releases, and supports parallel project execution within controlled governance parameters. 

Industrialising release management at scale 
At its core, Zeta embeds automation into deployment workflows, enabling: 

• Automated code merging and transport handling 
• Structured release orchestration 
• Support for parallel project streams 
• Integrated deployment validation and testing 
• Standardised governance and traceability 

By systematising deployment processes, Zeta reduces operational friction and ensures consistency across environments from development through to production. 

Instead of replacing delivery teams, Zeta enhances them by removing repetitive, error-prone manual steps and reinforcing structured release governance. 

Why Zeta matters 
In high-change Avaloq environments, manual deployment models are no longer sustainable. Each release carries operational, reputational, and regulatory risk. As release frequency increases, so does exposure to error. 

Zeta addresses this challenge by: 

• Enabling agile, repeatable release cycles 
• Reducing human intervention and deployment risk 
• Improving coordination across parallel projects 
• Strengthening operational resilience and platform stability 
• Supporting continuous delivery without sacrificing control 

By automating deployment, banks can scale change safely while maintaining governance discipline. 

Measurable impact on delivery velocity 

• Institutions implementing Zeta have achieved: 
• Faster release cycles across complex programmes 
• Reduced deployment errors and production incidents 
• Improved stability during parallel project execution 
• Greater predictability in release timelines 

The result is a controlled continuous delivery capability that supports transformation at scale. 

A production-proven solution for large-scale Avaloq environments 
Unlike generic DevOps tooling, Zeta is purpose-built for Avaloq and engineered for enterprise-grade environments. Proven in production with a leading bank, Zeta is designed to handle the scale, complexity, and governance requirements of major FIs. 

 Its integration within Synpulse’s industrialised delivery model ensures alignment with established methodologies, release frameworks, and quality controls. 

This combination of domain specificity, production validation, and structured integration differentiates Zeta from conventional deployment automation tools. 

Zeta introduces a controlled automation layer into Avaloq deployment and release management. By embedding repeatability, governance, and scalability into the release lifecycle, banks can accelerate delivery while maintaining operational discipline and resilience.

9. Migration to Cloud Readiness Check: Building the foundation for scalable and resilient banking

Assumptions drive costs and risks if left unchallenged
Cloud migration decisions are often based on incomplete or outdated assumptions about system size, integrations, and future demand. Yet, these assumptions ultimately determine cost, architecture, and long-term viability.

Without clarity, cloud migration shifts complexity instead of reducing it
As Avaloq estates grow in complexity, data volume, and integration depth, many banks struggle to assess what “cloud-ready” actually means in their environment. Critical parameters such as performance requirements, data volumes, integration dependencies, and regulatory constraints are often not fully validated. As a result, migration approaches risk being misaligned, leading to cost inefficiencies, architectural gaps, and unrealized benefits.

Why our Cloud Readiness Check matters
Cloud delivers its value only when built on a fact-based understanding of the current landscape and future requirements. A structured readiness and assessment phase ensures that migration decisions are grounded in validated data, aligned with regulatory expectations, and designed for long-term scalability, not short-term optimisation.

Key advantages

• Fact-based view of current architecture, dependencies, and constraints
• Validated system parameters driving realistic cloud design and sizing
• Transparent view on risks, feasibility, and total cost of ownership
• Clear target-state definition and phased migration options

10. Eloisa: Intelligent observability for Avaloq environments 
Avaloq platforms sit at the operational core of banking environments, yet monitoring often remains fragmented across disconnected tools. Infrastructure metrics, ACP logs, and system events are tracked separately, creating blind spots and delaying incident detection. 

Many institutions remain reactive, identifying issues only after performance degradation or business disruption has already occurred. Manual checks, slow triaging, recurring failures, and weak correlation between technical alerts and business impact increase operational risk and recovery costs. 

Without unified observability, outages last longer, root-cause analysis becomes complex, and governance lacks transparency. 

A unified monitoring and intelligence layer purpose-built for Avaloq 
Eloisa was designed to address these structural weaknesses. Built specifically for Avaloq environments, it functions as a unified monitoring and intelligence platform, acting as the “eyes” and early-warning system across ACP components and underlying infrastructure. 

Rather than aggregating isolated metrics, Eloisa creates a structured observability layer that continuously collects, interprets, and correlates system behaviour in real time. 

Where Eloisa delivers the highest impact 
Eloisa supports the full Avaloq lifecycle, with primary value concentrated in: 

• Operate: Continuous runtime monitoring and infrastructure health management 
• Maintain: Early detection of capacity bottlenecks, ageing components, recurring errors, and degradation trends 
• Deploy: Validation of infrastructure stability during release go-lives 
• Additional lifecycle support includes: 
• Test: Identifying performance regressions during SIT and UAT 
• Build: Supporting defect troubleshooting with behavioural insights 
• Plan: Future predictive capabilities for capacity and change forecasting 

Why Eloisa matters 
Modern Avaloq environments require proactive operational control. Fragmented monitoring and delayed detection increase exposure to outages, compliance breaches, and reputational risk. 

Eloisa addresses these risks by delivering: 

• Risk reduction: Early anomaly detection prevents outages and supports audit traceability 
• Cost efficiency: Reduced unplanned downtime and improved infrastructure utilisation 
• Time savings: Detection cycles reduced from hours to minutes through automated alerts 
• Operational maturity: Unified ACP and infrastructure visibility with structured governance 

By shifting from reactive monitoring to proactive intelligence, institutions improve resilience and operational predictability. 

A differentiated observability architecture for banking environments 
Unlike generic monitoring platforms, Eloisa is tailored specifically to Avaloq and banking operations. Its differentiation includes: 

• Unified ACP and infrastructure monitoring within one platform 
• Real-time and historical correlation of system behaviour 
• Integrated alert lifecycle tracking from detection through resolution 
• Compliance-ready logging and governance alignment 
• Scalable microservices architecture, cloud-ready and integration-friendly 

This domain-specific design ensures alignment with regulatory, stability, and audit requirements inherent to financial institutions. 

Towards smart observability and self-healing operations 
Eloisa is designed to evolve into a Smart Observability and Self-Healing Platform, with planned capabilities including: 

• AI-driven predictive insights for degradation forecasting and capacity planning 
• Personalised dashboards with role-based alerting and widget customisation 
• Full mobile accessibility 
• Integration with third-party observability tools and ChatOps frameworks 
• Automated remediation (service restarts, resource scaling, scripted responses) 
• Expanded coverage beyond ACP to end-to-end banking application and business process monitoring 

Eloisa introduces a structured intelligence layer into Avaloq operations. By embedding unified observability, early-warning detection, and governance-ready monitoring into the platform lifecycle, banks gain the visibility, foresight, and control required to operate with resilience and confidence.

11. Synpulse Avaloq Release Upgrade Factory (SARUF): Industrialising Avaloq upgrades 
Avaloq release upgrades are among the most resource-intensive activities in the platform lifecycle. For many banks, upgrades are slow, opaque, and heavily dependent on a small pool of internal subject-matter experts. 

Impact assessments are often unclear. Analysis phases extend for months. Methodologies vary between projects, making cost, timelines, and resource planning difficult to forecast with precision. The result is predictable: elevated operational risk, cost overruns, and regression issues surfacing after go-live.  

As release frequency increases and regulatory expectations evolve, traditional upgrade approaches become unsustainable. 

An industrialised factory model for Avaloq upgrades 
The Synpulse Avaloq Release Upgrade Factory (SARUF) was created to address these structural issues. It introduces a repeatable, factory-based approach to Avaloq release upgrades, transforming what was once an ad-hoc project into a governed, scalable process. 

Rather than relying on informal expertise and manual estimation, SARUF embeds structured analysis, proven effort models, and coordinated execution into every upgrade cycle. 

Standardising the upgrade lifecycle  
At its core, SARUF provides end-to-end orchestration across the full upgrade journey, including: 

• Structured release impact analysis 
• Effort estimation based on proven historical models 
• Upgrade roadmap preparation 
• Technical execution of the version upgrade 
• Regression testing coordination and support 
• Governance-driven reporting and milestone tracking 
• Offshore-enabled delivery for scalable execution 

This industrialised model reduces variability between upgrades and ensures repeatability across versions. 

Instead of overwhelming internal teams, SARUF augments them, providing a disciplined framework that lowers dependency on scarce in-house expertise while maintaining institutional oversight. 

Why SARUF matters 
In a rapidly evolving Avaloq environment, delaying upgrades compounds technical debt and operational exposure. Yet undertaking upgrades without predictability strains budgets and internal capacity. 

SARUF addresses these challenges by:  

• Making upgrade impact transparent and measurable 
• Standardising analysis and execution methodologies 
• Reducing uncertainty in cost and timeline planning 
• Lowering delivery cost through offshore-enabled models 
• Shortening upgrade cycles while maintaining governance discipline 

By shifting upgrades from reactive projects to structured programmes, banks gain confidence in their ability to stay current without destabilising operations. 

Measurable improvements in upgrade performance 
Institutions adopting SARUF typically achieve:  

• Up to 50% cost reduction compared to traditional upgrade models 
• Faster execution of multi-version upgrades 
• More accurate effort and timeline planning 
• Fewer regression and post go-live issues 
• Increased frequency of platform releases 

The result is a more predictable upgrade cadence and a more resilient Avaloq platform overall. 

A proven, data-driven upgrade methodology 
Unlike traditional upgrade projects that rely on bespoke analysis and ad-hoc planning, SARUF combines a repeatable methodology with impact-driven assessment and historical upgrade intelligence. 

Its differentiation lies in: 

• Structured, factory-based delivery governance 
• Data-backed effort estimation models 
• Rapid initial impact visibility 
• Offshore-enabled scalability 
• Transparent reporting throughout the lifecycle 

This combination of methodological rigour, domain expertise, and execution scalability distinguishes SARUF from conventional upgrade approaches. 

SARUF introduces a controlled, industrialised upgrade engine into the Avaloq lifecycle. By embedding repeatability, transparency, and scalable execution into release upgrades, banks can modernise with speed while maintaining cost discipline, governance integrity, and operational stability.

Proven results from leading institutions 

• Leading Singapore Universal Bank: Scaled AUM from USD 16 bn to 160 bn, reduced IT costs by 23%, and integrated two acquisitions seamlessly on Avaloq.
• Regional Taiwan Retail Bank: Migrated booking centres efficiently and accelerated AUM growth by leveraging Avaloq's scalability.
• Major Philippines Universal Bank: Unified four business divisions on Avaloq, onboarded 400,000+ clients, and retired multiple legacy cores.
• Global European Universal Bank: Operates 15 booking centres, delivering wealth products across private banking, wealth management, and corporate banking segments on Avaloq.

Across APAC and EMEA, Synpulse has enabled institutions to modernise faster, scale confidently, and deliver measurable value.

Driving Avaloq transformation with confidence 
Avaloq transformation is no longer just about implementation; it is about achieving speed, scalability, and predictability. With our proven accelerators, deep Avaloq expertise, and industrialised delivery model, Synpulse empowers FIs to accelerate transformation, reduce risk, and realise tangible value.

Why Synpulse is your trusted Avaloq partner 
For over 25 years, Synpulse has been Avaloq’s transformation partner of choice. With 600+ Avaloq certified professional, 40+ successful projects and recognition as Avaloq Global Project Partner of the Year (2021-2023), we combine deep domain expertise with proven execution scale.     Our approach is simple yet powerful. We accelerate delivery, reduce risk and delivery measurable ROI through packaged services and next generation automation that transforms uncertainty into predictable outcomes.

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