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Advisory for Affluent Segments
Generate new revenue streams by expanding your investment advisory offerings to new client segments through the efficient use of automation and digital channels.
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Advisory Pricing
Boost new and recurring revenue while enhancing customer experience through a differentiated pricing model for your advisory propositions.
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Advisory Proposition Design
Launch a competitive, sustainable, and differentiated investment advisory proposition to address customers’ underlying needs and desired outcomes.
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Advisory Suitability Framework
Simplify your investment suitability processes and disclosure approach while enhancing your investment advisory proposition.
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Agile Organisation
Become faster, more productive, and more responsive to customer needs by implementing agile practices throughout your organisation.
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Anti-Money Laundering
Become faster, more productive, and more responsive to customer needs by implementing agile practices throughout your organisation.
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API-led Architecture
Enable your organisation and IT architecture to exploit the emerging API powered ecosystem business models.
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Avaloq Implementation and Customisation
Reach superior market performance, ensure smooth integration and experience hassle-free implementation that meets your needs by leveraging our implementation method.
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Best Execution Framework
Design a robust and future oriented regulatory execution framework to ensure the best possible compliant outcome.
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Education on Blockchain Technology, Crypto and Digital Assets
Understand how underlying technology impacts your current and future business models. Blockchain technology and digital assets are here to stay.
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Business Model Evolution & Reinvention
Develop a resilient and sustainable business model with a clear focus on customer value and future-oriented business success.
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Claims Automation
Automate your claims process end-to-end, achieving high straight-through processing rates or delivering augmented decision making for your claims handlers.
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Claims Capabilities Health Check
Understand your current abilities in managing claims and identify gaps to jumpstart a claims transformation with our claim’s capability health check diagnostic tool.
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Claims Classifier
Streamline and increase efficiency in your claims handling processes by implementing AI-based solutions.
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Claims Consulting Service
Improve accuracy, increase transparency, and streamline in-process queries to accelerate resolutions for insurance claims.
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Claims Excellence
Turn your customer journeys into outstanding experiences to increase customer satisfaction and business performance.
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Financial Crime Compliance
Financial crime poses significant harm to society and regulatory, legal and reputational risks to banks. Threats continue to evolve and grow in sophistication. Addressing financial crime is essential to safeguard the bank’s assets, maintain integrity and support stability. Staying ahead of regulatory developments as well emerging risks – in particular in Anti-Money Laundering (AML) and Know-Your-Client (KYC) – is key to protect the bank.
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Client Information Desk
Collect and make use of data points from push and pull marketing. Generate actionable insights by pairing this information with internal and external financial and technical facts.
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Client Lifecycle Management
Meet regulations and customer expectations with a strong Client Lifecycle Management (CLM) with the longtime consulting experience of Synpulse.
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Cloud Strategy
Seize the potential of emerging cloud technologies to achieve your business goals.
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Insurance Core System Evaluation
Find the best solution matching your existing portfolio and strategic goals as new vendors are crowding the market.
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Cost Optimisation of Non-Personal Costs
Identify the most efficient way to sustainably optimise your non-personnel costs by applying our Cost Sensitivity Approach.
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Credit Onboarding Optimisation
Optimise your credit onboarding workflow to improve credit risk assessments while lowering your operational costs, minimising credit risks, and improving the client onboarding experience.
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Digital Asset Proposition and Operating Model
Identify potential Blockchain use cases and explore opportunities in providing digital asset offerings to your clients.
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Customer Experience Management (CXM)
Track, oversee, and organise all customer interactions to turn your customers journeys into outstanding experiences, boosting customer satisfaction and business performance.
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Customer Journey
Develop more profitable customer relationships by delivering better customer experiences.
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Customer-Centered Design
Create meaningful, customer-centered journeys with industry and technology experts in our design thinking workshops.
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Data Analytics and Actionable Insights
Leverage the power of your data to increase revenue, improve profitability, lower costs, and identify opportunities.
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Data Protection Compliance
Stay ahead of the ever-changing data protection requirements with a comprehensive data protection strategy and cost-effective measures.
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Cyber Insurance Products
Design as well as enhance your cyber strategy or product line to ensure that you and your customers are prepared for the future.
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Holistic Mobility Covers and Products
Design and establish mobility concepts and products across lines of businesses.
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Design Sprint
Design solutions, develop prototypes, and receive market feedback from your target group all in a 5-day Design Sprint workshop.
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Design Thinking: Ideation Workshop
Create better ideas based on target group insights and our design thinking ideation workshop.
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DevOps Transformation
Boost the effectiveness of your development with a comprehensive DevOps revitalisation.
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Digital Client Onboarding
Set the tone of your customer relationships early by transforming your client onboarding process.
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Digital Engagement Platforms
Build profitable long-term customer relationships by efficiently integrating and managing different sales and marketing channels through Digital Engagement Platforms.
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Digital Hospital Strategy
Become a digital leader and redefine care delivery with a holistic and patient centric digitisation strategy for your hospital.
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Digital Process Orchestration in Pharma
Increase your productivity in line with regulatory compliance by successfully streamlining your product launch and change processes from front-to-back.
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Digital Reinsurance Administration – Technical Accounting
Use market standards and standard software to automate reinsurance technical accounts and bordereau interactions with insurers and brokers.
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Digital Risk Engineering Assessment
Enhance the performance of your Risk Engineering department by analysing the current operating model and deriving measures along the full value chain.
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Distribution Target Model
Build a distribution target model focused on near- and long-term implications, keeping your organisation resilient in the future.
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Regulatory Efficiency
Master regulatory changes efficiently.
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Efficient Insurance Operations
Identify the cost saving and efficiency potential across your organisation's operations.
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Enterprise Architecture
Take a closer look at your enterprise architecture to ensure your IT portfolio supports strategic business objectives and allows for seamless execution.
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Climate Risk & ESG
Get ahead of the competition and find out how to tackle ESG to maximise the impact you can generate.
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European Investor Protection Regulation in the Swiss Banking Context
Stay on top of the latest extensions and changes to European investor protection regulation (MiFID) to maintain compliance with cross-border business.
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FIDLEG Implementation and Review
Implement FIDLEG across your organisation effectively and efficiently through our end-to-end approach covering business, operations, and IT requirements.
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Finance Transformation (FiT)
Confidently tackle digital finance transformation by defining, designing and implementing a target operating model, state-of-the-art IT architecture and transformation roadmap.
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Modern Fraud Detection
Discover how to fight fraud cases and reduce the need for manual reviews in insurance operations.
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Fraud Maturity Framework
Take control by understanding why counter fraud in insurance goes beyond having the best claim’s adjudication in the market.
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Fraud Risk Management
Banks and regulators regard fraud as one of the key threats for financial institutions, potentially impacting the bank’s financial stability and reputation as well as customer trust. As fraud tactics become more sophisticated, banks must adapt their fraud risk frameworks and controls to stay ahead. A comprehensive fraud strategy is critical to safeguard assets, ensure compliance and maintain a strong reputation.
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Front-Office Empowerment: Analytical Workplace
Empower your front office staff and meet rising customer expectations on personalised banking services.
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GDPR/DSGVO Assessment and Implementation
Establish a comprehensive and resilient data protection framework for all personal data pertinent to your customers, employees, and organisation.
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Hoshin Kanri
Ensure your strategy goals are achieved by using the principles of Hoshin Kanri to translate strategy into clear aims and actionable measures.
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Idea Management
Get more out of your innovation efforts with a holistic idea management approach – from process definition to tool implementation.
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IFRS 17
Embrace IFRS 17 to improve your business performance by working with experts in insurance industry transformation.
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Individual, Single Claims Reserving
Improve your reserving adequacy by enhancing traditional triangle methods using claim file information.
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Innovation Assessment
Assess the effectiveness of your innovation processes and become an innovation leader by understanding your strengths and weaknesses.
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Innovation Strategy
Accelerate your innovation capabilities with a coherent and actionable innovation strategy that feeds into your overarching business objectives.
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Innovation Subscription
Boost your innovation culture and enhance your innovation capabilities with continuous external innovation injections.
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Innovation Training
Boost your innovation capabilities with our practical innovation training and learn how to apply customer-centric innovation methods.
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Insurance Business Architecture
Translate your strategy into execution and leverage our architectural framework for the development of application solutions for the insurance industry.
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Insurance Data Migration
Conduct your data migration with Synpulse and feel confident about data quality, security, and project efficiency.
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Insurance Linked Strategies: Launch Enablement
Establish new reinsurance capabilities for ILS platforms and enhance existing ones while focusing on operations and technology.
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Integrated Data Management Framework
Improve your decision making with a state-of-the-art data strategy taking into account all relevant factors.
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Intelligent Automation – Client Asset Transfer Automation
Speed up the onboarding and transfer of new client assets to increase custody revenue with Intelligent Automation.
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Intelligent Automation Assessment
Discover the potential for intelligent automation within your organisation and identify the processes where robotics and AI can create the most value.
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Intelligent Automation Tool Evaluation
Find the RPA tool that best fulfils your technological, functional and financial requirements and enables you to achieve your business goals.
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Intelligent Document and Text Recognition
Streamline paper-based document processing using intelligent data extraction and text recognition software.
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Investment Advisory Risk Methodology Optimisation
Shape your customers’ conversations, investment suitability assessment, and product recommendations through our Investment Advisory risk methodology.
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Investment Advisory Vendor Assessment
Enhance your existing Investment Advisory by using carefully curated external solution providers to improve your customer’s experience.
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Investment Suitability Framework
Investment Suitability is a key component of your advisory process. Design a resilient framework with Synpulse’s industry insight and best practices.
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Investor Profiling Questionnaire
Get a better picture of your customers’ risk appetite and improve customer satisfaction with an enhanced Investor Profiling Questionnaire.
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IT Maturity Assessment
Asses the reliesence of your IT landscape. Our IT maturity model evaluates your IT architecture in relation to people, processes, and technology.
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IT Strategy
Secure success in the digital future with a strong and well-executed IT strategy as the insurance sector experiences accelerating digitalisation.
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Lean Transformation
Reach new heights through Lean Transformation. Benefit from accelerated performance improvement, fully committed employees and enthusiastic customer reactions.
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(L)IBOR Transition Roadmap
Accelerate your LIBOR transition through a prioritised and executable transition roadmap.
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Lombard Lending
Lower your Bank Risk-Weighted Asset reserves and reduce associated costs by over 80% by implementing a Lombard Lending model.
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Market and Environment Analyses
Stay ahead of market developments and discover potential with our analysis of the healthcare IT and digital health markets.
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Market Validation Trough Prototyping
Validate your innovation project with real market feedback from an iteratively built clickable prototype.
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MAS 610 Reporting
Ensure cost-efficient and timely MAS 620 reporting, which requires additional data points and increased sophistication in reporting.
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Mystery Shopping
Gain insight to enhance your business with insurance distribution compliance and process transformation.
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Next Generation Operating Model
Increase your company’s organisational efficacy by reshaping essential organisation areas through an operating model transformation.
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Omnichannel Strategy
Align your client journeys, interactions as well as internal operations in a holistic approach.
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Ecosystem and Platform Banking Strategy
Define an Open Banking strategy and related ecosystem business models for your services and products.
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Operational Risk Management and Resilience
Operational risks are categorized into four key areas: Risks originating from failed internal processes, people, systems, and external events. To maintain stability, banks must build resilience by proactively managing and mitigating these risks, ensuring they can withstand disruptions and continue operating smoothly. Assess how effective your operational risk management is and identify potential gaps and their impact.
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Pricing Risk Framework
Design and implement a robust pricing transparency and sales disclosure framework to ensure compliance and mitigate costly oversights.
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Pricing Risk Operating Model Review
Avoid costly regulatory gaps in your pricing practices and identify hotspots along your entire value chain with our operating model review.
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Private Banking Credit Target Operating Model
Optimise your Credit Target Operating Model to unlock potential revenue gains and reduce underlying risk exposures.
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Process Assessment & Improvement
Increase your team’s productivity and boost the soft-factors – while lowering your costs with our holistic approach to operational excellence.
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Process Management with HEALTHINABOX
Get ready for digital transformation with our best practice framework for health insurance.
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Process Mining
Mine the gold in your data with process mining: Discover, document, enhance, and audit your processes and their execution based on data traces in the systems.
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Project Health Check
Gain an independent assessment of how well your project is performing in accordance with its objectives to receive tangible recommendations for the road ahead.
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Regulatory Gap Assessment and Industry Benchmarking
Re-design your suitability framework in generating more client value instead of allowing regulations to be a painful hindrance and a tick in the box exercise.
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Review of Pricing Process along the entire Value Chain
Support as well as enhance your pricing process along the entire value chain and revamp your pricing strategy.
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Risk Culture and Conduct
Promote an effective risk culture and conduct in line with regulation as a highly effective measure to reduce risk in your organisation.
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RPA / Intelligent Automation Enablement
Increase efficiency and effectivity of RPA measures by putting your people at the center of intelligent automation enablement.
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RPA in Hospitals
Boost your productivity in the clinical and administrative operation of your healthcare facilities by delegating high frequency tasks to intelligent robotic process automation.
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RPA Intelligent Automation Delivery
Accelerate your automation agenda with targeted support on the delivery of intelligent automation.
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RPA Intelligent Automation Operating Model
Establish a well-defined RPA Target Operating Model (TOM) to maximise business value by making the best use of your virtual workforce – without operational risks and security concerns.
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Intelligent Automation and RPA (CoE)
Implement RPA in a safe and scalable manner, ensuring a reliable automation solution in your organisation.
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SARON Fast-Track Implementation on Avaloq
Kick-start your LIBOR transition with our best-practice fast-track implementation for SARON products on Avaloq.
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Scrum Coaching Program
Master the complexities of agile project management and improve the output of your projects with on-the-job Scrum coaching.
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Scrum Management Workshop
Understand and experience basic Scrum principles and guidelines for agile project management.
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Sourcing Navigator
Become a zero fixed cost organisation: A well-conceived sourcing strategy allows for the diversification of operational fixed costs for maximum scalability.
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SPEEDmethod®: A Linear Project Management Approach
Enable your project management to drive more efficient, structured, and goal-oriented projects with our practice-proven SPEEDmethod®.
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Strategy Assessment
Challenge yourself by assessing your current strategy. Does it leverage the full potential of your core competences and capabilities?
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Strategy Development
Become a market leader and enhance your competitive advantage with a resilient strategy tailored to your core competences.
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Strategy Implementation
Ensure your strategy translates to the desired business outcomes with our implementation guidance.
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Strategy Refinement
Refine your current strategy to build a resilient and sustainable approach that exploits your full potential.
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Target Operating Model (TOM)
Build a future-ready business with a strong Target Operating Model (TOM).
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Target Operating Model for Finance
Ensure your finance target operating model is resilient against technological disruption.
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Touch and Feel Kaizen
Experience the power of Kaizen and improve your value chain of choice in a week.
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Trade and Market Communication Surveillance
Boost the quality and scope of your communication surveillance while reducing manual labour with AI-enabled technology.
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Value-Based Healthcare
Improve the quality of care at a given level of costs. Develop and pilot innovative, outcome-based payment models and strategic roadmaps towards value-based healthcare systems.
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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.