E2E Advisory Product Definition and Implementation

To meet the enhanced clients expectations and similarly to ensure profitability, we want to define and bring to market a new proposition with you. The basis of the offering are your unique capabilities combined with relevant tools and efficient processes.

Are you asking yourself

How to overcome shrinking margins with your advisory offering?
How to answer the uprising competition from non-traditional players (FinTechs, BigTechs, challenger banks and non-banking players) and the fact that customers are moving to players with innovative digital/mobile only products with minimal friction?
How to react on evolving customer behavior and demands in the advisory space?
How to increase your advisory offering share with a unique proposition that attracts customers with your banks strengths?

What you will get from us:

New revenue potential with USP offering
Attract new clients
Increase client satisfaction
Keep and grow existing client relations
Attract employee talents

Our Approach

Analyze

Identify your unique capabilities and your clients’ needs
Design

Define your new advisory strategy
Integrate

Identify third party tool that support your strategy
Implement

Define TOM, target architecture and optimize processes
Impress

Enhance user journey with multi-channel integration

Get inspired by our latest insights

Vom traditionellen Advisory-Geschäft zum strukturierten Angebotsmodell

Neue regulatorische Anforderungen, mangelnde Attraktivität bisheriger Angebote und steigender Konkurrenzdruck machen eine Neustrukturierung im Advisory-Geschäft von Privatbanken notwendig. Viele haben ihr Beratungs- und Dienstleistungsangebot bereits überarbeitet oder sind gerade dabei. Doch wie gelingt eine moderne Angebotsstrukturierung?

Unlocking the Fully Digital Advisory Journey Through Industrialization

This paper illustrates the importance of industrialization from the point of view of providing a fully digital client advisory service. Synpulse has created a market radar of the current state of different industry players and made predictions about optimal operating models of banks […]