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Insights
Insights
2-min read • 18 Nov 2024
KPIs
Fintech
Operational Excellence Banking
Client Engagement
Banking
Private Banking & Wealth Management
Synpulse Insight Report: Shaping the Future of Client Engagement and Front Enablement
Written by Philipp Mächler
We’re proud to introduce the Synpulse Insights—a deep dive into the evolving landscape of client engagement and front enablement in the financial sector. Launched at our exclusive event in Zurich on January 16, 2025, this publication is designed to provide strategic insights beyond mere project execution and spark valuable discussions.
Why focus on client engagement and front enablement?
The financial sector is witnessing significant shifts in client behavior and business operations. At Synpulse, we believe these changes will accelerate in 2025, impacting how banks serve clients and manage their front office operations. Our Insights highlight four core areas where we see great market traction and innovation potential: MarTech & CRM, HNWI Lending, Upskilling Frontline Staff and Digital Engagement.
Who should explore our insights?
- Private Banks and Wealth Managers looking for strategic insights to remain competitive.
- Middle Management aiming to integrate new technologies and optimise operations.
- FinTech Entrepreneurs seeking opportunities for innovation and collaboration.
- Industry Competitors and Observers looking to benchmarks and rethink their strategies.
- Anyone in the Banking Industry interested in understanding key trends and future developments.
Our core beliefs in four key areas:
- MarTech & CRM: Leveraging advanced technologies like AI for hyper-personalised client interactions.
- HNWI Lending: Preparing for market shifts with automated, scalable platforms.
- Upskilling Frontline Staff: Embracing continuous training to adapt to industry innovations.
- Digital Engagement: Adapting to a future where client segments become increasingly personalised.
Our insight report on client engagement and front enablement don't just present theory they offer practical approaches to help financial institutions translate these beliefs into actionable strategies, fostering client-centricity and operational excellence.
In the coming weeks, we’ll be sharing brief insights into our core beliefs to give you a taste of the exciting themes within. Stay tuned to learn more about how we are shaping the future of client engagement and front enablement in the banking sector.
Join us on this journey
Redefine client engagement and front enablement.
Our Experts In This Topic
OUR EXPERT
Philipp Mächler
Partner
Philipp, Founder of Synpulse’s engagement banking practice and currently involved in the creation of a new bank in Switzerland, advises leading financial institutions on digital propositions and platform transformations from strategy to implementation. With expertise in the creation of Swiss booking centres and operating models, mobile banking, open APIs, and core banking systems, he leverages his consulting and technology background to connect best-in-class financial services.
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2-min read • 18 Nov 2024
KPIs
Fintech
Operational Excellence Banking
Client Engagement
Banking
Private Banking & Wealth Management
Synpulse Insight Report: Shaping the Future of Client Engagement and Front Enablement
Written by Philipp Mächler
We’re proud to introduce the Synpulse Insights—a deep dive into the evolving landscape of client engagement and front enablement in the financial sector. Launched at our exclusive event in Zurich on January 16, 2025, this publication is designed to provide strategic insights beyond mere project execution and spark valuable discussions.
Why focus on client engagement and front enablement?
The financial sector is witnessing significant shifts in client behavior and business operations. At Synpulse, we believe these changes will accelerate in 2025, impacting how banks serve clients and manage their front office operations. Our Insights highlight four core areas where we see great market traction and innovation potential: MarTech & CRM, HNWI Lending, Upskilling Frontline Staff and Digital Engagement.
Who should explore our insights?
- Private Banks and Wealth Managers looking for strategic insights to remain competitive.
- Middle Management aiming to integrate new technologies and optimise operations.
- FinTech Entrepreneurs seeking opportunities for innovation and collaboration.
- Industry Competitors and Observers looking to benchmarks and rethink their strategies.
- Anyone in the Banking Industry interested in understanding key trends and future developments.
Our core beliefs in four key areas:
- MarTech & CRM: Leveraging advanced technologies like AI for hyper-personalised client interactions.
- HNWI Lending: Preparing for market shifts with automated, scalable platforms.
- Upskilling Frontline Staff: Embracing continuous training to adapt to industry innovations.
- Digital Engagement: Adapting to a future where client segments become increasingly personalised.
Our insight report on client engagement and front enablement don't just present theory they offer practical approaches to help financial institutions translate these beliefs into actionable strategies, fostering client-centricity and operational excellence.
In the coming weeks, we’ll be sharing brief insights into our core beliefs to give you a taste of the exciting themes within. Stay tuned to learn more about how we are shaping the future of client engagement and front enablement in the banking sector.
Join us on this journey
Redefine client engagement and front enablement.
Our Experts In This Topic
OUR EXPERTPhilipp Mächler
Partner
Philipp, Founder of Synpulse’s engagement banking practice and currently involved in the creation of a new bank in Switzerland, advises leading financial institutions on digital propositions and platform transformations from strategy to implementation. With expertise in the creation of Swiss booking centres and operating models, mobile banking, open APIs, and core banking systems, he leverages his consulting and technology background to connect best-in-class financial services.