Industries

Our focus on financial services

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Who we consult to

Our laser focus on the financial services industry means we know what you need – sometimes even before you realise it. Drawing on 25 years of deep industry experience, our teams deliver high-quality, cost-effective consulting and technology services and solutions across your entire value chain.

Banking

Banking has never been more challenging. Explore how we can empower you with digital capabilities, insights and the right mindset to succeed in this rapidly evolving landscape.

Banking

Who we consult to

We work with banks and other financial institutions across global financial markets, helping them achieve their fullest potential through our services addressing:

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How we shape the industry

Together with leading banks and FinTech’s we founded the OpenWealth Association (visit the OpenWealth hub) to define, maintain and operationalise the Open API standard for a global wealth management community. Synpulse orchestrates the association and fosters the community.

Openwealth

Challenges our customers are facing

  • Promoting Digital transformation and Agile development of IT landscapes.
  • Having digitally-empowered distribution and omnichannel functionality.
  • Incorporating Process Automation and Straight-Through Processing.
  • Building a data-driven organization and fully-virtual customer journeys to make informed decisions and gain competitive advantage.
  • Dealing with high-cost operating models with fragmented, inefficient processes and outdated, complex legacy systems.

Challenges our customers are facing

  • Handling Data analytics / AI-driven digital CRM and Sales.
  • Overseeing Agile organization and advanced lean transformation.
  • Introducing data-driven new business models and emerging ecosystems.
  • Establishing intelligent automation and Straight-Through Processing.
  • Enforcing cost-efficient and effective Regulatory Compliance.

Challenges our customers are facing

  • Adapting to structural changes in the Swiss market and facing ongoing pressure on margins.
  • Clarifying required level of investments in digital transformation and automation.
  • Meeting rising customer expectations and competing with new challengers in the ecosystem.
  • Analyzing and knowing customers better, to provide them relevant, efficient and beneficial advice.
  • Seizing opportunities in an environment of negative interests.
  • Leveraging new regulations to strengthen the customer relationship.

Challenges our customers are facing

  • Meeting customer expectation with a competitive advisory proposition and an innovative, transparent pricing model.
  • Building a data-driven organisation and fully-virtual customer journeys to make informed decisions and gain competitive advantage.
  • Dealing with the lack of adoption of innovative, digital solutions and poor front-to-back understanding and vigilant supervision of key risks.
  • Addressing regulatory expectations and scrutiny by continuously reviewing existing controls, processes and operating models.
  • Coping with high-cost operating models with fragmented, inefficient processes and outdated, complex legacy systems.

Challenges our customers are facing

  • Meeting customer expectation with a competitive advisory proposition and an innovative, transparent pricing model.
  • Building a data-driven organisation and fully-virtual customer journeys to make informed decisions and gain competitive advantage.
  • Creating a neo/virtual bank and defining the right client-value proposition and operating model.
  • Addressing regulatory expectations and scrutiny by continuously reviewing existing controls, processes and operating models.
  • Revisiting high-cost operating models with fragmented, inefficient processes and outdated, complex legacy systems.
  • Replacing a legacy platform or introducing new capabilities in order to provide better Client and Relationship Manager (RM) experiences and increase effectiveness.

Challenges our customers are facing

  • Revising and energizing the Digital Transformation in UK Private Wealth, which is late and incomplete.
  • Scaling RPA (Robotic Process Automation), after early adoption, and also moving it to Intelligent Automation to maximise the ROI.
  • Modernising IT and Operations cost vs revenue, which currently varies wildly across firms, a sign of inefficiency.
  • Facing up to the Neobanks’ rapid advancement, which poses competitive challenges to incumbents and to the challengers themselves.
  • Offering a structured approach to deliver value beyond sheer compliance, as required by ESG regulations and client demands.

Challenges our customers are facing

  • Mastering Digital Transformation and Agile development of IT landscape.
  • Confronting continually increasing regulatory pressure.
  • Accepting the challenges of process automation and straight-through processing.
  • Adjusting product shelf and practice management to meet the demand of changing client demographics.
  • Responding to the fact that industry M&A activity spurs the integration of new financial platforms.

Challenges our customers are facing

  • Building a data-driven organization and fully-virtual customer journeys to make informed decisions and gain competitive advantage.
  • Introducing data-driven new business models and emerging ecosystems.
  • Addressing regulatory expectations and scrutiny by continuously reviewing existing controls, processes and operating models.
  • Coping with high-cost operating models with fragmented, inefficient processes and outdated, complex legacy systems.
  • Creating a neo/virtual bank and defining the right client-value proposition and operating model.
  • Scaling RPA (Robotic Process Automation), after early adoption, and also moving it to Intelligent Automation to maximise the ROI.
Strategy to Implementation

How we solve your challenges and help you evolve

We provide holistic support – from strategy to implementation.

Discover what we offer

Get inspired by our latest banking insights

Discover more on Insights page

Insurance

Insurance companies today face unprecedented challenges. Explore how we can enable you to foster digital transformation and meet your customer’s ever-changing needs.

Insurance

Who we consult to:

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How we shape the industry

The new model for insurance combines the ecosystem paradigm and customer centricity. With the Synpulse NEOINSURANCE® framework, methodology, assets and deliverables, we provide our customers a hands-on toolbox to increase their NEOINSURANCE® readiness and maturity.

Check out our NEOINSURANCE® offerings

NEOINSURANCE strategic themes and core beliefs Thumbnail

Challenges our customers are facing

  • Mastering Digital Transformation and Agile development of IT landscape.
  • Heightening demand for transparent and timely data to grow the business and to optimise profitability.
  • Rising pressure for lean operations.
  • Data-driven new business models and emerging ecosystems.
  • Increasing speed of innovation to keep up with new incumbents.
Strategy to Implementation

How we solve your challenges and help you evolve

We provide holistic support – from strategy to implementation.

Discover what we offer

Get inspired by our latest insurance insights

Discover more on Insights page

Your transformation is just one click away

Speak with us and we’ll connect you with the right people.

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