Solution introduction

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 be transparent, documented down to the very last detail and in keeping with the customer’s risk profile. The risks contained in portfolios require constant monitoring. Banking customers, meanwhile, tend to want individualized purchase recommendations, opportunities to get independent advice, and online access. They also welcome video consultation, because that saves them the journey to meet with an advisor.

All these new demands can only be met with a professional, integrated software solution. Synpulse advises you on finding the best solution for your advisory strategy. Our approach is to develop this solution together with you, based on the direction and orientation of your bank and your customers. Taking this as our basis, we orient organization, processes and IT systems toward providing the best possible support for your strategy.

Synpulse draws its own expertise from several studies and surveys relating to advisory services in banking. This, combined with our banking experience from countless implementation projects, enables us to develop for our clients bespoke solutions that build on and complement the existing organizational and IT infrastructure in the best possible way.

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