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A global management consulting company and trusted partner to financial services providers, solving your biggest challenges and helping your business evolve to capture the potential of the new economy
Synpulse is an international management consulting and technology company and a valued partner of many of the world’s largest financial services providers.
Advisory services to bank customers are being redefined. Where in the past a meeting in person and the reliability of the bank advisor were the key factors, today digitalization, individualized advice, and regulatory compliance are taking precedence. New laws and regulations place very great demands on the advisory process. Everything must......
The demands on financial services providers in relation to client identification are becoming increasingly complex. In some cases, there are even concurrent international and local rules and regulations to observe. Responding accurately to all the regulatory requirements in conventional and new, digital account opening and management processes presents financial services......
Introducing Avaloq as a new core bank application significantly increases a bank’s efficiency, among other things. Before it can reap the benefits, a challenging project must be implemented throughout the bank. The project’s purpose is to adapt Avaloq and familiarize the bank with the new conditions (often changes in the......
Introducing a new core bank system is a far greater challenge than a typical IT project. One of the main reasons is the high number of stakeholders. The greatest challenge lies in coordination between specialist department and IT. BANKINABOX® simplifies and accelerates precisely that process and helps with redefinition/adjustment of......
Information about one’s own clients must be compiled, analyzed, and the resulting information prepared in such a way that it offers added value; digitalization and increasing costs — not to mention time pressures — make this process increasingly difficult. Sales organizations need solutions that can be integrated clearly, quickly, and......
Today, customers decide when and how to interact with the bank. Besides complying with regulatory demands, leading banks started to embrace «customer centricity» and move from product- to customer-centric organizations. Only a state-of-the-art client onboarding process with a customer life cycle vision creates significant value to the bank with improved......
Data is the new oil. What that means is demonstrated very impressively by internet giants like Google. But there are ways for banks to utilize data gainfully, too, for example in product development, process optimization, or marketing. In most cases, data is available in great quantities. The challenge lies in......
How much action actually needs to be taken in your bank? Where should the digitalization process begin? Are you on the right track? How do you develop a digital strategy? At this point it is worth noting that there is no digital strategy as such. The key is to have......
Finnova is a core bank system that is employed by more than 70 banks in Switzerland. Synpulse has been involved in various capacities in projects for its implementation. Alongside these activities, we have also provided direct support to the banks, Finnova, or the application management providers. Our expertise has facilitated......
New revisions of the European MiFID and other regulations tighten the leeway of the banks regarding investment suitability even further. They need to incorporate stricter procedures in order to ensure that they only recommend suitable and appropriate products to the client, based on the client’s risk profile, financial and personal......
External asset managers account for a significant proportion of managed assets in Switzerland, and in regions such as Asia, for example, they represent a massive growth market in the financial services industry. For their work they need a comprehensive array of services provided by their depot banks. As regulatory pressure......
The acquisition of a company or a merger is one of the most complex situations a company may face. Signing the deal is just the start of a long process towards a successful transition. Timelines of an integration are usually tight and companies do not have the knowledge or the......
Implementation of MiFID II and FIDLEG/FFSA and other provisions on financial market regulation and client protection in connection with financial transactions will bring renewed major changes to service provision and significantly influence compliance organization and the corresponding processes and controls. In the wake of the financial crisis, a European initiative led......
Operational efficiency should always be a topic: optimize processes, avoid media ruptures, correctly apply the available tools and systems. Are your operations efficient? How frequently do you check the relevant key performance indicators (KPI)? We offer our expertise in front-, mid- and back-office operations to achieve your operational efficiency. With hundreds......
A RPA ‘robot’ is a software application that replicates human user interface actions. The robot operates on the user interface (UI) in the same way a human would. This means the robot can interact across interfaces and can be easily integrated in a non-intrusive way. Examples for robot activities could......
In light of increasing competitive pressures in the financial services industry, the competitive ability of many sales divisions must be increased: this can only be achieved using strategic sales management. Integral elements of such management include dedicated sales planning, a clear commission system, and integrated sales controlling, which provides information......
Whether you want to optimize your organization, processes or systems infrastructure, or enter new markets, a Target Operating Model helps you with the practical implementation of your vision. While the strategy defines what, how and why you are taking the next steps, the Synpulse Target Operating Model offers you methods......
Banks and insurance companies are subject to constant organizational and technological change. Precisely where major restructuring or launch projects are concerned, professional training is key to success. In «Training Solutions», Synpulse has developed a methodology for mastering these challenges with modern and effective training solutions. If you are facing the challenge......