Solution introduction
Helping wealth management firms thrive by challenging existing business models, investing in innovation and actively seeking growth opportunities
Delivering scalable, high-impact business transformation and innovation across the wealth value chain from client experience to advisor productivity
The financial services landscape has evolved with new market entrants such as challenger banks and big tech companies, and rising customer expectations. To thrive, financial institutions must constantly challenge their existing business model, invest in innovation, and actively seek growth opportunities. It is now imperative to (re)consider where to play, and how to win.
Synpulse’s Business Innovation & Growth solution for wealth management clients helps them reshape their wealth management business to thrive in a digital-first, hyper-personalised world. With evolving client expectations, competitive pressure from fintechs, and the accelerating role of AI, firms must rethink how they serve clients and empower advisers. We bring deep expertise in front-office digitisation, advice personalisation, onboarding and client engagement strategies to deliver a new standard for wealth experiences.
Features
- Virtual banking TOM: discover market perspectives and critical factors for the success of virtual banking solutions as virtual banks are being launched all over the world.
- Client lifecycle management: meet regulations and customer expectations with a strong Client Lifecycle Management (CLM) to promote active collaboration between client and financial advisers.
- AI for actionable insights: empower clients and advisers with AI-driven analytics to surface actionable insights, personalise client engagement, uncover growth opportunities, and drive smarter, faster decisions.
- Integrated wealth advisory platform for the future of advice: deliver a differentiated advisory proposition while empowering relationship managers with a unified cockpit, actionable insights, and seamless integration for holistic wealth planning.
Benefits
- Accelerated innovation and time-to-market: launch new digital and advisory offerings quickly with proven frameworks and market insights.
- Enhanced customer experience and engagement: deliver seamless, personalised, and compliant client journeys across all lifecycle stages.
- Increased revenue and profitability: leverage data-driven strategies and differentiated propositions to boost growth and efficiency.
- Future-ready business models: build scalable, sustainable operating models and ecosystem strategies aligned with global trends.
- Regulatory confidence and operational excellence: navigate complex regulations with confidence while optimising internal processes and controls.
Key Data
Type of Clients
- Asset Managers
- Bank Wealth Managers
- Brokers/Broker-Dealers
- Digital Wealth Manager
- Family Offices
Client Regional Presence
- Asia
- North America
- Western Europe
Business Innovation & Growth
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