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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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Client Identification & KYC
Boost efficiency and customer experience with a comprehensive approach to client identification throughout the client lifecycle and across all channels.
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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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CRM Evaluation
Choose the CRM system that best matches your needs, unlocking a superior customer experience and maximising business benefits.
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CRM Implementation
Maximise the benefits from a new or existing Client Relationship Management (CRM) system.
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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 customer’s 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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ESG Compliance
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 Management
Reduce internal and external Fraud risks and improve Fraud detection efficiency by optimising processes and using Artificial Intelligence to reduce manual processes and fixed rule-based monitoring.
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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
Establish an effective and highly automated fraud protection management system with our fraud detection health check and strategic options.
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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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KYC Automation for Swiss AML Revision 2020
Simplify your daily business with KYC automation and ensure compliance with the Swiss AML Revision 2020.
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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 Impact Assessment
Mitigate the impact of LIBOR transition by assessing and addressing the affected processes and products to minimise risk exposures.
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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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New Risk-Free Rate (RFR) Based Product Implementation in Avaloq (LIBOR Transition)
Master the LIBOR transition with our holistic approach to new RFR-based products - from product definition to Avaloq implementation.
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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 Control Framework Definition
Assess how effective your operational risk management is and discover how automation can boost efficiency and provide deeper insights.
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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.
