Synpulse - Management Consulting for Banking & Insurance

我们可以如何帮到您？

开始咨询

我们是星普思

我们是一家全球管理咨询公司，也是金融服务业值得信赖的合作伙伴，我们帮助您解决难题，协助您实现业务转型，帮助您抓住新经济下的种种机遇。

了解我们

我们改造金融服务业

从战略到实施，我们用一站式解决方案帮助客户实现全面提升。

从概念到成型

我们汇集了来自全球各地的战略专家、创新伙伴、技术专家等等，他们将与您紧密合作，帮助您发现尚未察觉的机遇，为您带来切实的成果和行之有效的解决方案。

了解我们的服务

了解我们的最新洞见

浏览我们的最新想法、项目以及新闻动态。

The Move to Engagement Banking & How to Make it Successful – Part 5/5

Part 5: Takeaway No. 3 for your Digital Transformation Program: It’s never too early to build up your own skills. We look at the third of three valuable lessons learned from our real-life experience with helping a client set […]

Going Live with Instant Messaging Client Engagement Solutions

In our earlier article, Bottling the Instant Messaging Genie, we highlighted eight key questions to consider when shaping your bank’s instant messaging strategy. Now we explore how you can do that by leveraging on the following three of our most popular instant messaging […]

Pushing your Performance by Providing Access to the New Asset Class of Cryptoassets

Within only 12 years of its first release, a new technology has attracted a market capitalisation of around 10% of all the physical gold available on earth. Synpulse reveals why it will be inevitable that banks include cryptocurrencies […]

Bottling the Instant Messaging Genie

The 2010s saw the meteoric rise of instant messaging on social media platforms. The active user base on channels globally such as WhatsApp and WeChat are massive – data company Statista reported that WhatsApp has more than 2 billion monthly active users as of June 2021. […]

Are Your Robots out to Get You?

How to identify and avoid the most common pitfalls in intelligent automation.

Reinvigorating the Talent Pool Can Be Tricky. But It Doesn’t Have to Be Costly.

You don’t attract and retain the right talent by chance. A state-of-the-art learning and development approach is a sure route to success – but you need a savvy guide.

Expert Talk «API Standardization for Wealth Management»

Synpulse Expert Talk on OpenWealth

How Automation Technologies Can Give Your Underwriters Superpowers

Part 1: What’s Available? Insurance underwriters with superpowers make quicker, better-informed decisions. There’s nothing supernatural about it: automation technologies already exist to make the magic happen.

精实：发掘它的真正潜力!

在其最初的日本起源中，这种哲学无论在结论上还是在有效性方面都是无可匹敌的。其西方版本虽然一经推出便受到了极大的追捧，但由于它的各个组成部分被硬塞进了各种方法论之中，因而变得无效，这更令人们对于精实这种方法产生了[...] 。

Remote Inspections Series Part 1: Insurtech to the Rescue

Property underwriters are under pressure to generate renewals and new business with limited resources – and the coronavirus isn’t making life any easier. How can technology help?

数字化再保险公司的高级客户关系管理（CRM）

再保险公司应如何将CRM解决方案，转化为促进其业务发展的决策支持系统。

OpenWealth and SFTI Common API Develop Swiss API Standard for Wealth Management

The OpenWealth Community will be responsible for for the wealth management component of the SFTI Common API.

Best Practices for Scrum in Remote Projects

Remote Agile Work Webinar Series Part 1. Struggling with working remotely on your agile projects? At Synpulse we have years of experience in delivering remote agile projects! Find out more in our webinar!

简化反洗钱（AML）流程——创新技术的理想试验场

鉴于亚洲银行面临的风险因素和复杂挑战，反洗钱/打击恐怖主义是新技术的理想试验场。

The Charm and Challenge of Sustainable Investing for the ILS Market

Sustainable investing has gained a lot of traction in the financial world recently. What does this mean specifically for the ILS market, and how can an ILS investment be made in line with ESG considerations?

The Move to Engagement Banking & How to Make it Successful – Part 5/5

Part 5: Takeaway No. 3 for your Digital Transformation Program: It’s never too early to build up your own skills. We look at the third of three valuable lessons learned from our real-life experience with helping a client set […]

Pushing your Performance by Providing Access to the New Asset Class of Cryptoassets

Within only 12 years of its first release, a new technology has attracted a market capitalisation of around 10% of all the physical gold available on earth. Synpulse reveals why it will be inevitable that banks include cryptocurrencies […]

Are Your Robots out to Get You?

How to identify and avoid the most common pitfalls in intelligent automation.

Bottling the Instant Messaging Genie

The 2010s saw the meteoric rise of instant messaging on social media platforms. The active user base on channels globally such as WhatsApp and WeChat are massive – data company Statista reported that WhatsApp has more than 2 billion monthly active users as of June 2021. […]

Translating Theoretical Data Science into Tangible Business Value: A Benchmark Study among Actuaries in Switzerland

Advanced data science is a powerful asset for addressing significant changes in the actuarial function. To find out how insurance companies in Switzerland are harnessing its benefits, we at Synpulse joined forces with Dupro to do […]

Targeted Sourcing Evaluation

A Multitalent for more rational trading and settlement of securities.

Attention All Insurers

Why you shouldn't leave your finance function out of the agile equation

Do Players in The Risk Transfer Market Really Want to Risk a Damaging Credibility Gap?

Why players in the risk transfer market need to re-examine how ESG-friendly their policies and products really are.

How Automation Technologies Can Give Your Underwriters Superpowers

Part 1: What’s Available? Insurance underwriters with superpowers make quicker, better-informed decisions. There’s nothing supernatural about it: automation technologies already exist to make the magic happen.

Agile Success Case Study: There is Only One Way to Eat an Elephant: One Bite at a Time

How a step-by-step approach leads to a successful agile transformation

Why Most Banks Struggle to Become Agile

The harder they try, the more they fail

The Case for Deploying Enterprise Architecture in ILS

ILS managers interested in embracing innovation and technology as a competitive advantage should consider enterprise architecture.

OpenWealth and SFTI Common API Develop Swiss API Standard for Wealth Management

The OpenWealth Community will be responsible for for the wealth management component of the SFTI Common API.

Is the Risk Transfer Market Really Ready for ESG?

In this article we take a brief look at how ESG is perceived and practiced in terms of organizations’ strategies, cultures, and principles – and ask whether there is still a gap between perceived importance and practice.

The Charm and Challenge of Sustainable Investing for the ILS Market

Sustainable investing has gained a lot of traction in the financial world recently. What does this mean specifically for the ILS market, and how can an ILS investment be made in line with ESG considerations?

The Future of Banking as it Happens

Neobanks, Challenger Banks, Virtual/Digital/Mobile Banks are everywhere

星普思专家讲座：Billte——使用单一连接发送和管理发票

Raphael Bianchi（Synpulse瑞士区主管）和Andrea Girasole（Billte行政总裁）在讲座中一同探讨了Billte如何帮助中大型企业实现整个计费流程数字化和自动化的议题。

The Advantages of a Strategic Partnership in the Cybersecurity Environment

A dramatic increase in cyber-attacks on financial institutions was recorded during the COVID-19 pandemic. It’s important to be aware of the threat and the urgent necessity of preparing for it.

The Move to Engagement Banking & How to Make it Successful – Part 5/5

Part 5: Takeaway No. 3 for your Digital Transformation Program: It’s never too early to build up your own skills. We look at the third of three valuable lessons learned from our real-life experience with helping a client set […]

Pushing your Performance by Providing Access to the New Asset Class of Cryptoassets

Within only 12 years of its first release, a new technology has attracted a market capitalisation of around 10% of all the physical gold available on earth. Synpulse reveals why it will be inevitable that banks include cryptocurrencies […]

Are Your Robots out to Get You?

How to identify and avoid the most common pitfalls in intelligent automation.

Bottling the Instant Messaging Genie

The 2010s saw the meteoric rise of instant messaging on social media platforms. The active user base on channels globally such as WhatsApp and WeChat are massive – data company Statista reported that WhatsApp has more than 2 billion monthly active users as of June 2021. […]

Translating Theoretical Data Science into Tangible Business Value: A Benchmark Study among Actuaries in Switzerland

Advanced data science is a powerful asset for addressing significant changes in the actuarial function. To find out how insurance companies in Switzerland are harnessing its benefits, we at Synpulse joined forces with Dupro to do […]

Targeted Sourcing Evaluation

A Multitalent for more rational trading and settlement of securities.

Attention All Insurers

Why you shouldn't leave your finance function out of the agile equation

Do Players in The Risk Transfer Market Really Want to Risk a Damaging Credibility Gap?

Why players in the risk transfer market need to re-examine how ESG-friendly their policies and products really are.

How Automation Technologies Can Give Your Underwriters Superpowers

Part 1: What’s Available? Insurance underwriters with superpowers make quicker, better-informed decisions. There’s nothing supernatural about it: automation technologies already exist to make the magic happen.

Agile Success Case Study: There is Only One Way to Eat an Elephant: One Bite at a Time

How a step-by-step approach leads to a successful agile transformation

Why Most Banks Struggle to Become Agile

The harder they try, the more they fail

The Case for Deploying Enterprise Architecture in ILS

ILS managers interested in embracing innovation and technology as a competitive advantage should consider enterprise architecture.

OpenWealth and SFTI Common API Develop Swiss API Standard for Wealth Management

The OpenWealth Community will be responsible for for the wealth management component of the SFTI Common API.

Is the Risk Transfer Market Really Ready for ESG?

In this article we take a brief look at how ESG is perceived and practiced in terms of organizations’ strategies, cultures, and principles – and ask whether there is still a gap between perceived importance and practice.

The Charm and Challenge of Sustainable Investing for the ILS Market

Sustainable investing has gained a lot of traction in the financial world recently. What does this mean specifically for the ILS market, and how can an ILS investment be made in line with ESG considerations?

The Future of Banking as it Happens

Neobanks, Challenger Banks, Virtual/Digital/Mobile Banks are everywhere

星普思专家讲座：Billte——使用单一连接发送和管理发票

Raphael Bianchi（Synpulse瑞士区主管）和Andrea Girasole（Billte行政总裁）在讲座中一同探讨了Billte如何帮助中大型企业实现整个计费流程数字化和自动化的议题。

The Advantages of a Strategic Partnership in the Cybersecurity Environment

A dramatic increase in cyber-attacks on financial institutions was recorded during the COVID-19 pandemic. It’s important to be aware of the threat and the urgent necessity of preparing for it.

The Move to Engagement Banking & How to Make it Successful – Part 5/5

Part 5: Takeaway No. 3 for your Digital Transformation Program: It’s never too early to build up your own skills. We look at the third of three valuable lessons learned from our real-life experience with helping a client set […]

Pushing your Performance by Providing Access to the New Asset Class of Cryptoassets

Within only 12 years of its first release, a new technology has attracted a market capitalisation of around 10% of all the physical gold available on earth. Synpulse reveals why it will be inevitable that banks include cryptocurrencies […]

Are Your Robots out to Get You?

How to identify and avoid the most common pitfalls in intelligent automation.

Bottling the Instant Messaging Genie

The 2010s saw the meteoric rise of instant messaging on social media platforms. The active user base on channels globally such as WhatsApp and WeChat are massive – data company Statista reported that WhatsApp has more than 2 billion monthly active users as of June 2021. […]

Translating Theoretical Data Science into Tangible Business Value: A Benchmark Study among Actuaries in Switzerland

Advanced data science is a powerful asset for addressing significant changes in the actuarial function. To find out how insurance companies in Switzerland are harnessing its benefits, we at Synpulse joined forces with Dupro to do […]

Targeted Sourcing Evaluation

A Multitalent for more rational trading and settlement of securities.

Attention All Insurers

Why you shouldn't leave your finance function out of the agile equation

Do Players in The Risk Transfer Market Really Want to Risk a Damaging Credibility Gap?

Why players in the risk transfer market need to re-examine how ESG-friendly their policies and products really are.

How Automation Technologies Can Give Your Underwriters Superpowers

Part 1: What’s Available? Insurance underwriters with superpowers make quicker, better-informed decisions. There’s nothing supernatural about it: automation technologies already exist to make the magic happen.

Agile Success Case Study: There is Only One Way to Eat an Elephant: One Bite at a Time

How a step-by-step approach leads to a successful agile transformation

Why Most Banks Struggle to Become Agile

The harder they try, the more they fail

The Case for Deploying Enterprise Architecture in ILS

ILS managers interested in embracing innovation and technology as a competitive advantage should consider enterprise architecture.

OpenWealth and SFTI Common API Develop Swiss API Standard for Wealth Management

The OpenWealth Community will be responsible for for the wealth management component of the SFTI Common API.

Is the Risk Transfer Market Really Ready for ESG?

In this article we take a brief look at how ESG is perceived and practiced in terms of organizations’ strategies, cultures, and principles – and ask whether there is still a gap between perceived importance and practice.

The Charm and Challenge of Sustainable Investing for the ILS Market

Sustainable investing has gained a lot of traction in the financial world recently. What does this mean specifically for the ILS market, and how can an ILS investment be made in line with ESG considerations?

The Future of Banking as it Happens

Neobanks, Challenger Banks, Virtual/Digital/Mobile Banks are everywhere

星普思专家讲座：Billte——使用单一连接发送和管理发票

Raphael Bianchi（Synpulse瑞士区主管）和Andrea Girasole（Billte行政总裁）在讲座中一同探讨了Billte如何帮助中大型企业实现整个计费流程数字化和自动化的议题。

The Advantages of a Strategic Partnership in the Cybersecurity Environment

A dramatic increase in cyber-attacks on financial institutions was recorded during the COVID-19 pandemic. It’s important to be aware of the threat and the urgent necessity of preparing for it.

The Move to Engagement Banking & How to Make it Successful – Part 5/5

Part 5: Takeaway No. 3 for your Digital Transformation Program: It’s never too early to build up your own skills. We look at the third of three valuable lessons learned from our real-life experience with helping a client set […]

Pushing your Performance by Providing Access to the New Asset Class of Cryptoassets

Within only 12 years of its first release, a new technology has attracted a market capitalisation of around 10% of all the physical gold available on earth. Synpulse reveals why it will be inevitable that banks include cryptocurrencies […]

Are Your Robots out to Get You?

How to identify and avoid the most common pitfalls in intelligent automation.

Bottling the Instant Messaging Genie

The 2010s saw the meteoric rise of instant messaging on social media platforms. The active user base on channels globally such as WhatsApp and WeChat are massive – data company Statista reported that WhatsApp has more than 2 billion monthly active users as of June 2021. […]

Translating Theoretical Data Science into Tangible Business Value: A Benchmark Study among Actuaries in Switzerland

Advanced data science is a powerful asset for addressing significant changes in the actuarial function. To find out how insurance companies in Switzerland are harnessing its benefits, we at Synpulse joined forces with Dupro to do […]

Targeted Sourcing Evaluation

A Multitalent for more rational trading and settlement of securities.

Attention All Insurers

Why you shouldn't leave your finance function out of the agile equation

Do Players in The Risk Transfer Market Really Want to Risk a Damaging Credibility Gap?

Why players in the risk transfer market need to re-examine how ESG-friendly their policies and products really are.

How Automation Technologies Can Give Your Underwriters Superpowers

Part 1: What’s Available? Insurance underwriters with superpowers make quicker, better-informed decisions. There’s nothing supernatural about it: automation technologies already exist to make the magic happen.

Agile Success Case Study: There is Only One Way to Eat an Elephant: One Bite at a Time

How a step-by-step approach leads to a successful agile transformation

Why Most Banks Struggle to Become Agile

The harder they try, the more they fail

The Case for Deploying Enterprise Architecture in ILS

ILS managers interested in embracing innovation and technology as a competitive advantage should consider enterprise architecture.

OpenWealth and SFTI Common API Develop Swiss API Standard for Wealth Management

The OpenWealth Community will be responsible for for the wealth management component of the SFTI Common API.

Is the Risk Transfer Market Really Ready for ESG?

In this article we take a brief look at how ESG is perceived and practiced in terms of organizations’ strategies, cultures, and principles – and ask whether there is still a gap between perceived importance and practice.

The Charm and Challenge of Sustainable Investing for the ILS Market

Sustainable investing has gained a lot of traction in the financial world recently. What does this mean specifically for the ILS market, and how can an ILS investment be made in line with ESG considerations?

The Future of Banking as it Happens

Neobanks, Challenger Banks, Virtual/Digital/Mobile Banks are everywhere

星普思专家讲座：Billte——使用单一连接发送和管理发票

Raphael Bianchi（Synpulse瑞士区主管）和Andrea Girasole（Billte行政总裁）在讲座中一同探讨了Billte如何帮助中大型企业实现整个计费流程数字化和自动化的议题。

The Advantages of a Strategic Partnership in the Cybersecurity Environment

A dramatic increase in cyber-attacks on financial institutions was recorded during the COVID-19 pandemic. It’s important to be aware of the threat and the urgent necessity of preparing for it.

Environmental, Social & Corporate Governance in Asset Management: Are you there yet?

With the increasing attention paid to ESG concerns, it has become a focal point for regulators in Asia. More recently, the Monetary Authority of Singapore (MAS) and the Hong Kong Securities and Futures Commission (SFC) have published guidelines and […]

Environmental, Social & Corporate Governance in Banking: How ready is your bank for ESG

Environmental, Social and Corporate Governance (ESG) sustainability issues have been receiving increasing attention across different industries globally, and the financial sector in Asia-Pacific (APAC) region is no exception. ESG concerns such as biodiversity loss, animal testing, nuclear […]

Virtual Banking: Why Thinking Ahead Will Help Banks to Stay Ahead

Transitioning from “building the bank” to “running the bank” requires a complete shift in mindset, skillset and culture. It is not a project, but an ongoing, relentless grind to win the hearts and minds of customers.

Environmental, Social & Corporate Governance in Insurance: Are you doing it right?

In the last five years, Environmental, Social and Corporate Governance (ESG) issues have garnered significant attention across the financial services industry and amongst Financial Institutions (FIs) around the world.

Going Live with Instant Messaging Client Engagement Solutions

In our earlier article, Bottling the Instant Messaging Genie, we highlighted eight key questions to consider when shaping your bank’s instant messaging strategy. Now we explore how you can do that by leveraging on the following three of our most popular instant messaging […]

Pushing your Performance by Providing Access to the New Asset Class of Cryptoassets

Within only 12 years of its first release, a new technology has attracted a market capitalisation of around 10% of all the physical gold available on earth. Synpulse reveals why it will be inevitable that banks include cryptocurrencies […]

Achieving a Sustainable KYC Programme through Network Analytics and Continuous KYC

We explore how banks can leverage both network analytics and continuous KYC to increase risk detection capabilities and boost operational efficiency in KYC reviews.

Discretionary Portfolio Management: Why you need the right solution

In a rapidly evolving and highly competitive market, a best-in-class platform is the need of the hour in the thriving Discretionary Portfolio Management (DPM) industry.

Bottling the Instant Messaging Genie

The 2010s saw the meteoric rise of instant messaging on social media platforms. The active user base on channels globally such as WhatsApp and WeChat are massive – data company Statista reported that WhatsApp has more than 2 billion monthly active users as of June 2021. […]

Data Standards Management: How to enhance the reusability of your data

The growing importance of data has placed an increased emphasis and awareness on data management in financial institutions. With the vast volume of customer and market data collected every day, financial institutions need to ensure a high reusability across the […]

Wealth Management Connect: Understanding the Draft Rules from Regulators

On 6 May 2021, The People's Bank of China (PBOC) published a consultation paper1 with the detailed rules for the launch of the cross-boundary Wealth Management Connect (WMC) Scheme within the Greater Bay Area (GBA). This draft guideline is a follow-up action […]

Leveraging RPA in the Treasury Function: Are we there yet?

RPA is the automation of routine and time-consuming tasks freeing practitioners up to focus on more strategic value-adds while mitigating risks and boosting efficiency and reliability in a time-sensitive environment. We explore three core banking treasury activities as the use cases […]

OTC Multi-Regimes Reporting for APAC Financial Institutions: What are the challenges and how to address them

Despite being quite widely implemented across Asia-Pacific (APAC) jurisdictions for derivatives products, Over-the-Counter (OTC) trade reporting obligations remain at the top of the agenda of both regulators and financial institutions (FIs).

Building Holistic Market Surveillance: How mature is your model?

This highlights a pressing need for a holistic surveillance framework to address the current gaps and market challenges. The Hong Kong Monetary Authority (HKMA) has also encouraged FIs to adopt RegTech solutions, for example incorporating enablers such as advanced analytics, Machine Learning, […]

On-demand webinar: Building the next gen engine to win millennials

In this Synpulse x Thought Machine executive roundtable, we discuss with industry thought leaders as they voice their views on the latest market trends in the Indonesian banking sector. Our panel of industry players share the lessons learned from the digital […]

Lessons Learnt Globally: An External View of the High-Net-Worth Proposition in Australia

Wealth, while viewed with a different lens in Australia, is on the same trajectory globally and stands to gain from a revitalised High-Net-Worth strategy.

Keeping Your Organisation Slim: A Lean Approach to Creating Client Value

With any good diet, the first step is to ensure that the goal is clearly defined. FIs should clearly define their goals by analysing the client journey and understanding their clients’ emotional expectations and needs that can be met by […]

Environmental, Social & Corporate Governance in Asset Management: Are you there yet?

With the increasing attention paid to ESG concerns, it has become a focal point for regulators in Asia. More recently, the Monetary Authority of Singapore (MAS) and the Hong Kong Securities and Futures Commission (SFC) have published guidelines and […]

Environmental, Social & Corporate Governance in Banking: How ready is your bank for ESG

Environmental, Social and Corporate Governance (ESG) sustainability issues have been receiving increasing attention across different industries globally, and the financial sector in Asia-Pacific (APAC) region is no exception. ESG concerns such as biodiversity loss, animal testing, nuclear […]

Virtual Banking: Why Thinking Ahead Will Help Banks to Stay Ahead

Transitioning from “building the bank” to “running the bank” requires a complete shift in mindset, skillset and culture. It is not a project, but an ongoing, relentless grind to win the hearts and minds of customers.

Environmental, Social & Corporate Governance in Insurance: Are you doing it right?

In the last five years, Environmental, Social and Corporate Governance (ESG) issues have garnered significant attention across the financial services industry and amongst Financial Institutions (FIs) around the world.

Going Live with Instant Messaging Client Engagement Solutions

In our earlier article, Bottling the Instant Messaging Genie, we highlighted eight key questions to consider when shaping your bank’s instant messaging strategy. Now we explore how you can do that by leveraging on the following three of our most popular instant messaging […]

Pushing your Performance by Providing Access to the New Asset Class of Cryptoassets

Within only 12 years of its first release, a new technology has attracted a market capitalisation of around 10% of all the physical gold available on earth. Synpulse reveals why it will be inevitable that banks include cryptocurrencies […]

Achieving a Sustainable KYC Programme through Network Analytics and Continuous KYC

We explore how banks can leverage both network analytics and continuous KYC to increase risk detection capabilities and boost operational efficiency in KYC reviews.

Discretionary Portfolio Management: Why you need the right solution

In a rapidly evolving and highly competitive market, a best-in-class platform is the need of the hour in the thriving Discretionary Portfolio Management (DPM) industry.

Bottling the Instant Messaging Genie

The 2010s saw the meteoric rise of instant messaging on social media platforms. The active user base on channels globally such as WhatsApp and WeChat are massive – data company Statista reported that WhatsApp has more than 2 billion monthly active users as of June 2021. […]

Data Standards Management: How to enhance the reusability of your data

The growing importance of data has placed an increased emphasis and awareness on data management in financial institutions. With the vast volume of customer and market data collected every day, financial institutions need to ensure a high reusability across the […]

Wealth Management Connect: Understanding the Draft Rules from Regulators

On 6 May 2021, The People's Bank of China (PBOC) published a consultation paper1 with the detailed rules for the launch of the cross-boundary Wealth Management Connect (WMC) Scheme within the Greater Bay Area (GBA). This draft guideline is a follow-up action […]

Leveraging RPA in the Treasury Function: Are we there yet?

RPA is the automation of routine and time-consuming tasks freeing practitioners up to focus on more strategic value-adds while mitigating risks and boosting efficiency and reliability in a time-sensitive environment. We explore three core banking treasury activities as the use cases […]

OTC Multi-Regimes Reporting for APAC Financial Institutions: What are the challenges and how to address them

Despite being quite widely implemented across Asia-Pacific (APAC) jurisdictions for derivatives products, Over-the-Counter (OTC) trade reporting obligations remain at the top of the agenda of both regulators and financial institutions (FIs).

Building Holistic Market Surveillance: How mature is your model?

This highlights a pressing need for a holistic surveillance framework to address the current gaps and market challenges. The Hong Kong Monetary Authority (HKMA) has also encouraged FIs to adopt RegTech solutions, for example incorporating enablers such as advanced analytics, Machine Learning, […]

On-demand webinar: Building the next gen engine to win millennials

In this Synpulse x Thought Machine executive roundtable, we discuss with industry thought leaders as they voice their views on the latest market trends in the Indonesian banking sector. Our panel of industry players share the lessons learned from the digital […]

Lessons Learnt Globally: An External View of the High-Net-Worth Proposition in Australia

Wealth, while viewed with a different lens in Australia, is on the same trajectory globally and stands to gain from a revitalised High-Net-Worth strategy.

Keeping Your Organisation Slim: A Lean Approach to Creating Client Value

With any good diet, the first step is to ensure that the goal is clearly defined. FIs should clearly define their goals by analysing the client journey and understanding their clients’ emotional expectations and needs that can be met by […]

Environmental, Social & Corporate Governance in Asset Management: Are you there yet?

With the increasing attention paid to ESG concerns, it has become a focal point for regulators in Asia. More recently, the Monetary Authority of Singapore (MAS) and the Hong Kong Securities and Futures Commission (SFC) have published guidelines and […]

Environmental, Social & Corporate Governance in Banking: How ready is your bank for ESG

Environmental, Social and Corporate Governance (ESG) sustainability issues have been receiving increasing attention across different industries globally, and the financial sector in Asia-Pacific (APAC) region is no exception. ESG concerns such as biodiversity loss, animal testing, nuclear […]

Virtual Banking: Why Thinking Ahead Will Help Banks to Stay Ahead

Transitioning from “building the bank” to “running the bank” requires a complete shift in mindset, skillset and culture. It is not a project, but an ongoing, relentless grind to win the hearts and minds of customers.

Environmental, Social & Corporate Governance in Insurance: Are you doing it right?

In the last five years, Environmental, Social and Corporate Governance (ESG) issues have garnered significant attention across the financial services industry and amongst Financial Institutions (FIs) around the world.

Going Live with Instant Messaging Client Engagement Solutions

In our earlier article, Bottling the Instant Messaging Genie, we highlighted eight key questions to consider when shaping your bank’s instant messaging strategy. Now we explore how you can do that by leveraging on the following three of our most popular instant messaging […]

Pushing your Performance by Providing Access to the New Asset Class of Cryptoassets

Within only 12 years of its first release, a new technology has attracted a market capitalisation of around 10% of all the physical gold available on earth. Synpulse reveals why it will be inevitable that banks include cryptocurrencies […]

Achieving a Sustainable KYC Programme through Network Analytics and Continuous KYC

We explore how banks can leverage both network analytics and continuous KYC to increase risk detection capabilities and boost operational efficiency in KYC reviews.

Discretionary Portfolio Management: Why you need the right solution

In a rapidly evolving and highly competitive market, a best-in-class platform is the need of the hour in the thriving Discretionary Portfolio Management (DPM) industry.

Bottling the Instant Messaging Genie

The 2010s saw the meteoric rise of instant messaging on social media platforms. The active user base on channels globally such as WhatsApp and WeChat are massive – data company Statista reported that WhatsApp has more than 2 billion monthly active users as of June 2021. […]

Data Standards Management: How to enhance the reusability of your data

The growing importance of data has placed an increased emphasis and awareness on data management in financial institutions. With the vast volume of customer and market data collected every day, financial institutions need to ensure a high reusability across the […]

Wealth Management Connect: Understanding the Draft Rules from Regulators

On 6 May 2021, The People's Bank of China (PBOC) published a consultation paper1 with the detailed rules for the launch of the cross-boundary Wealth Management Connect (WMC) Scheme within the Greater Bay Area (GBA). This draft guideline is a follow-up action […]

Leveraging RPA in the Treasury Function: Are we there yet?

RPA is the automation of routine and time-consuming tasks freeing practitioners up to focus on more strategic value-adds while mitigating risks and boosting efficiency and reliability in a time-sensitive environment. We explore three core banking treasury activities as the use cases […]

OTC Multi-Regimes Reporting for APAC Financial Institutions: What are the challenges and how to address them

Despite being quite widely implemented across Asia-Pacific (APAC) jurisdictions for derivatives products, Over-the-Counter (OTC) trade reporting obligations remain at the top of the agenda of both regulators and financial institutions (FIs).

Building Holistic Market Surveillance: How mature is your model?

This highlights a pressing need for a holistic surveillance framework to address the current gaps and market challenges. The Hong Kong Monetary Authority (HKMA) has also encouraged FIs to adopt RegTech solutions, for example incorporating enablers such as advanced analytics, Machine Learning, […]

On-demand webinar: Building the next gen engine to win millennials

In this Synpulse x Thought Machine executive roundtable, we discuss with industry thought leaders as they voice their views on the latest market trends in the Indonesian banking sector. Our panel of industry players share the lessons learned from the digital […]

Lessons Learnt Globally: An External View of the High-Net-Worth Proposition in Australia

Wealth, while viewed with a different lens in Australia, is on the same trajectory globally and stands to gain from a revitalised High-Net-Worth strategy.

Keeping Your Organisation Slim: A Lean Approach to Creating Client Value

With any good diet, the first step is to ensure that the goal is clearly defined. FIs should clearly define their goals by analysing the client journey and understanding their clients’ emotional expectations and needs that can be met by […]

Environmental, Social & Corporate Governance in Asset Management: Are you there yet?

With the increasing attention paid to ESG concerns, it has become a focal point for regulators in Asia. More recently, the Monetary Authority of Singapore (MAS) and the Hong Kong Securities and Futures Commission (SFC) have published guidelines and […]

Environmental, Social & Corporate Governance in Banking: How ready is your bank for ESG

Environmental, Social and Corporate Governance (ESG) sustainability issues have been receiving increasing attention across different industries globally, and the financial sector in Asia-Pacific (APAC) region is no exception. ESG concerns such as biodiversity loss, animal testing, nuclear […]

Virtual Banking: Why Thinking Ahead Will Help Banks to Stay Ahead

Transitioning from “building the bank” to “running the bank” requires a complete shift in mindset, skillset and culture. It is not a project, but an ongoing, relentless grind to win the hearts and minds of customers.

Environmental, Social & Corporate Governance in Insurance: Are you doing it right?

In the last five years, Environmental, Social and Corporate Governance (ESG) issues have garnered significant attention across the financial services industry and amongst Financial Institutions (FIs) around the world.

Going Live with Instant Messaging Client Engagement Solutions

In our earlier article, Bottling the Instant Messaging Genie, we highlighted eight key questions to consider when shaping your bank’s instant messaging strategy. Now we explore how you can do that by leveraging on the following three of our most popular instant messaging […]

Pushing your Performance by Providing Access to the New Asset Class of Cryptoassets

Within only 12 years of its first release, a new technology has attracted a market capitalisation of around 10% of all the physical gold available on earth. Synpulse reveals why it will be inevitable that banks include cryptocurrencies […]

Achieving a Sustainable KYC Programme through Network Analytics and Continuous KYC

We explore how banks can leverage both network analytics and continuous KYC to increase risk detection capabilities and boost operational efficiency in KYC reviews.

Discretionary Portfolio Management: Why you need the right solution

In a rapidly evolving and highly competitive market, a best-in-class platform is the need of the hour in the thriving Discretionary Portfolio Management (DPM) industry.

Bottling the Instant Messaging Genie

The 2010s saw the meteoric rise of instant messaging on social media platforms. The active user base on channels globally such as WhatsApp and WeChat are massive – data company Statista reported that WhatsApp has more than 2 billion monthly active users as of June 2021. […]

Data Standards Management: How to enhance the reusability of your data

The growing importance of data has placed an increased emphasis and awareness on data management in financial institutions. With the vast volume of customer and market data collected every day, financial institutions need to ensure a high reusability across the […]

Wealth Management Connect: Understanding the Draft Rules from Regulators

On 6 May 2021, The People's Bank of China (PBOC) published a consultation paper1 with the detailed rules for the launch of the cross-boundary Wealth Management Connect (WMC) Scheme within the Greater Bay Area (GBA). This draft guideline is a follow-up action […]

Leveraging RPA in the Treasury Function: Are we there yet?

RPA is the automation of routine and time-consuming tasks freeing practitioners up to focus on more strategic value-adds while mitigating risks and boosting efficiency and reliability in a time-sensitive environment. We explore three core banking treasury activities as the use cases […]

OTC Multi-Regimes Reporting for APAC Financial Institutions: What are the challenges and how to address them

Despite being quite widely implemented across Asia-Pacific (APAC) jurisdictions for derivatives products, Over-the-Counter (OTC) trade reporting obligations remain at the top of the agenda of both regulators and financial institutions (FIs).

Building Holistic Market Surveillance: How mature is your model?

This highlights a pressing need for a holistic surveillance framework to address the current gaps and market challenges. The Hong Kong Monetary Authority (HKMA) has also encouraged FIs to adopt RegTech solutions, for example incorporating enablers such as advanced analytics, Machine Learning, […]

On-demand webinar: Building the next gen engine to win millennials

In this Synpulse x Thought Machine executive roundtable, we discuss with industry thought leaders as they voice their views on the latest market trends in the Indonesian banking sector. Our panel of industry players share the lessons learned from the digital […]

Lessons Learnt Globally: An External View of the High-Net-Worth Proposition in Australia

Wealth, while viewed with a different lens in Australia, is on the same trajectory globally and stands to gain from a revitalised High-Net-Worth strategy.

Keeping Your Organisation Slim: A Lean Approach to Creating Client Value

With any good diet, the first step is to ensure that the goal is clearly defined. FIs should clearly define their goals by analysing the client journey and understanding their clients’ emotional expectations and needs that can be met by […]

Environmental, Social & Corporate Governance in Asset Management: Are you there yet?

With the increasing attention paid to ESG concerns, it has become a focal point for regulators in Asia. More recently, the Monetary Authority of Singapore (MAS) and the Hong Kong Securities and Futures Commission (SFC) have published guidelines and […]

Environmental, Social & Corporate Governance in Banking: How ready is your bank for ESG

Environmental, Social and Corporate Governance (ESG) sustainability issues have been receiving increasing attention across different industries globally, and the financial sector in Asia-Pacific (APAC) region is no exception. ESG concerns such as biodiversity loss, animal testing, nuclear […]

Virtual Banking: Why Thinking Ahead Will Help Banks to Stay Ahead

Transitioning from “building the bank” to “running the bank” requires a complete shift in mindset, skillset and culture. It is not a project, but an ongoing, relentless grind to win the hearts and minds of customers.

Environmental, Social & Corporate Governance in Insurance: Are you doing it right?

In the last five years, Environmental, Social and Corporate Governance (ESG) issues have garnered significant attention across the financial services industry and amongst Financial Institutions (FIs) around the world.

Going Live with Instant Messaging Client Engagement Solutions

In our earlier article, Bottling the Instant Messaging Genie, we highlighted eight key questions to consider when shaping your bank’s instant messaging strategy. Now we explore how you can do that by leveraging on the following three of our most popular instant messaging […]

Pushing your Performance by Providing Access to the New Asset Class of Cryptoassets

Within only 12 years of its first release, a new technology has attracted a market capitalisation of around 10% of all the physical gold available on earth. Synpulse reveals why it will be inevitable that banks include cryptocurrencies […]

Achieving a Sustainable KYC Programme through Network Analytics and Continuous KYC

We explore how banks can leverage both network analytics and continuous KYC to increase risk detection capabilities and boost operational efficiency in KYC reviews.

Discretionary Portfolio Management: Why you need the right solution

In a rapidly evolving and highly competitive market, a best-in-class platform is the need of the hour in the thriving Discretionary Portfolio Management (DPM) industry.

Bottling the Instant Messaging Genie

The 2010s saw the meteoric rise of instant messaging on social media platforms. The active user base on channels globally such as WhatsApp and WeChat are massive – data company Statista reported that WhatsApp has more than 2 billion monthly active users as of June 2021. […]

Data Standards Management: How to enhance the reusability of your data

The growing importance of data has placed an increased emphasis and awareness on data management in financial institutions. With the vast volume of customer and market data collected every day, financial institutions need to ensure a high reusability across the […]

Wealth Management Connect: Understanding the Draft Rules from Regulators

On 6 May 2021, The People's Bank of China (PBOC) published a consultation paper1 with the detailed rules for the launch of the cross-boundary Wealth Management Connect (WMC) Scheme within the Greater Bay Area (GBA). This draft guideline is a follow-up action […]

Leveraging RPA in the Treasury Function: Are we there yet?

RPA is the automation of routine and time-consuming tasks freeing practitioners up to focus on more strategic value-adds while mitigating risks and boosting efficiency and reliability in a time-sensitive environment. We explore three core banking treasury activities as the use cases […]

OTC Multi-Regimes Reporting for APAC Financial Institutions: What are the challenges and how to address them

Despite being quite widely implemented across Asia-Pacific (APAC) jurisdictions for derivatives products, Over-the-Counter (OTC) trade reporting obligations remain at the top of the agenda of both regulators and financial institutions (FIs).

Building Holistic Market Surveillance: How mature is your model?

This highlights a pressing need for a holistic surveillance framework to address the current gaps and market challenges. The Hong Kong Monetary Authority (HKMA) has also encouraged FIs to adopt RegTech solutions, for example incorporating enablers such as advanced analytics, Machine Learning, […]

On-demand webinar: Building the next gen engine to win millennials

In this Synpulse x Thought Machine executive roundtable, we discuss with industry thought leaders as they voice their views on the latest market trends in the Indonesian banking sector. Our panel of industry players share the lessons learned from the digital […]

Lessons Learnt Globally: An External View of the High-Net-Worth Proposition in Australia

Wealth, while viewed with a different lens in Australia, is on the same trajectory globally and stands to gain from a revitalised High-Net-Worth strategy.

Keeping Your Organisation Slim: A Lean Approach to Creating Client Value

With any good diet, the first step is to ensure that the goal is clearly defined. FIs should clearly define their goals by analysing the client journey and understanding their clients’ emotional expectations and needs that can be met by […]

The Move to Engagement Banking & How to Make it Successful – Part 5/5

Part 5: Takeaway No. 3 for your Digital Transformation Program: It’s never too early to build up your own skills. We look at the third of three valuable lessons learned from our real-life experience with helping a client set […]

The Wind is Shifting for Insurers in the Caribbean and Bermuda. How Do They Change Course?

Insurers in the Caribbean and Bermuda have unique clienteles and unique challenges. But there’s still no reason why they can’t achieve successful core transformation. Read how – and why it’s time to get going.

Bottling the Instant Messaging Genie

The 2010s saw the meteoric rise of instant messaging on social media platforms. The active user base on channels globally such as WhatsApp and WeChat are massive – data company Statista reported that WhatsApp has more than 2 billion monthly active users as of June 2021. […]

Are Your Robots out to Get You?

How to identify and avoid the most common pitfalls in intelligent automation.

How Automation Technologies Can Give Your Underwriters Superpowers

Part 1: What’s Available? Insurance underwriters with superpowers make quicker, better-informed decisions. There’s nothing supernatural about it: automation technologies already exist to make the magic happen.

Why Conventional KYC Processes Are Eroding Client Profits, Credibility & Motivation

Cut the inefficiency and risks of non-compliance: how to reduce costs and create a better client experience by optimizing your KYC process.

数字化再保险公司的高级客户关系管理（CRM）

再保险公司应如何将CRM解决方案，转化为促进其业务发展的决策支持系统。

NYC Service Recognizes Synpulse USA

The NYC Mayor’s office has recognized Synpulse USA for its exceptional engagement of employees in Corporate Social Responsibility (CSR) activities.

How to Convert your Leads into Sales more Efficiently

Large wealth managers find that onboarding a client tends to be disjointed, complex, and time consuming. We can help you deliver a seamless onboarding experience.

Reinvigorating the Talent Pool Can Be Tricky. But It Doesn’t Have to Be Costly.

You don’t attract and retain the right talent by chance. A state-of-the-art learning and development approach is a sure route to success – but you need a savvy guide.

Remote Inspections Series Part 1: Insurtech to the Rescue

Property underwriters are under pressure to generate renewals and new business with limited resources – and the coronavirus isn’t making life any easier. How can technology help?

So Two Boxers Step into the Ring for Wealth Management Dominance…

Who wins when operational efficiency and client demands battle for scarce corporate $$$? Time to place your bets.

Use the Great Lockdown to Unleash the Potential of Remote Working

However the New Normal turns out, you have to master the hard and soft sides of remote working. We explain how.

保险业创新的挑战：如何驯服这头公牛

现如今，创新对任何组织都至关重要。但它亦给保险行业带来了极大的颠覆和挑战。本文描述了您为何需要通过管理创新来客服这些挑战、这样做的好处以及[…]

从一次性转型项目到持续改善的敏捷式发展

一个可靠的企业架构有助于确定企业未来的运营模式，并且是任何转型得以实现的关键推动因素。

Tackling Information Overload

Emerging technologies place increasing amounts of data at the fingertips of insurance risk professionals but with mixed results. To leverage the right information at the right time, an optimal mix of technologies is needed. It will allow you to analyze and price risk in a profitable manner.

Genomics: What Does the Decoding of Genetic Material Mean for Insurers?

Genomics, personalized medicine, and gene therapy are making rapid progress. What does it mean for insurers?

Discover our e-Magazine

成为星普思家族的一员

我们的员工是富有创新精神的从业者，他们以实际行动改写行业规则，在这个充满变革和颠覆的时代重塑金融服务业。来加入我们。一同成就伟大的事业。

Yingying Zhang, 副合伙人，新加坡

Jelka Calabretti, 副合伙人，苏黎世

Franziska Kruse, 副合伙人，杜塞尔多夫

Prasanna Venkatesan，高级合伙人兼私人银行和财富管理全球主管，新加坡

Pallav Kapur，合伙人兼星普思加拿大负责人

Anu Meha, 副合伙人，新加坡

您!

加入我们

您的转变只需鼠标轻轻一点

与我们联系，我们将为您推荐合适的咨询专家

联系我们

Celebrating 25 Years of #BetterTogether

我们是星普思

我们改造金融服务业

从概念到成型

了解我们的最新洞见

The Move to Engagement Banking & How to Make it Successful – Part 5/5

Going Live with Instant Messaging Client Engagement Solutions

Pushing your Performance by Providing Access to the New Asset Class of Cryptoassets

Bottling the Instant Messaging Genie

Are Your Robots out to Get You?

Reinvigorating the Talent Pool Can Be Tricky. But It Doesn’t Have to Be Costly.

Expert Talk «API Standardization for Wealth Management»

How Automation Technologies Can Give Your Underwriters Superpowers

精实：发掘它的真正潜力!

Remote Inspections Series Part 1: Insurtech to the Rescue

数字化再保险公司的高级客户关系管理（CRM）

OpenWealth and SFTI Common API Develop Swiss API Standard for Wealth Management

Best Practices for Scrum in Remote Projects

简化反洗钱（AML）流程——创新技术的理想试验场

The Charm and Challenge of Sustainable Investing for the ILS Market

The Move to Engagement Banking & How to Make it Successful – Part 5/5

Pushing your Performance by Providing Access to the New Asset Class of Cryptoassets

Are Your Robots out to Get You?

Bottling the Instant Messaging Genie

Translating Theoretical Data Science into Tangible Business Value: A Benchmark Study among Actuaries in Switzerland

Targeted Sourcing Evaluation

Attention All Insurers

Do Players in The Risk Transfer Market Really Want to Risk a Damaging Credibility Gap?

How Automation Technologies Can Give Your Underwriters Superpowers

Agile Success Case Study: There is Only One Way to Eat an Elephant: One Bite at a Time

Why Most Banks Struggle to Become Agile

The Case for Deploying Enterprise Architecture in ILS

OpenWealth and SFTI Common API Develop Swiss API Standard for Wealth Management

Is the Risk Transfer Market Really Ready for ESG?

The Charm and Challenge of Sustainable Investing for the ILS Market

The Future of Banking as it Happens

星普思专家讲座：Billte——使用单一连接发送和管理发票

The Advantages of a Strategic Partnership in the Cybersecurity Environment

The Move to Engagement Banking & How to Make it Successful – Part 5/5

Pushing your Performance by Providing Access to the New Asset Class of Cryptoassets

Are Your Robots out to Get You?

Bottling the Instant Messaging Genie

Translating Theoretical Data Science into Tangible Business Value: A Benchmark Study among Actuaries in Switzerland

Targeted Sourcing Evaluation

Attention All Insurers

Do Players in The Risk Transfer Market Really Want to Risk a Damaging Credibility Gap?

How Automation Technologies Can Give Your Underwriters Superpowers

Agile Success Case Study: There is Only One Way to Eat an Elephant: One Bite at a Time

Why Most Banks Struggle to Become Agile

The Case for Deploying Enterprise Architecture in ILS

OpenWealth and SFTI Common API Develop Swiss API Standard for Wealth Management

Is the Risk Transfer Market Really Ready for ESG?

The Charm and Challenge of Sustainable Investing for the ILS Market

The Future of Banking as it Happens

星普思专家讲座：Billte——使用单一连接发送和管理发票

The Advantages of a Strategic Partnership in the Cybersecurity Environment

The Move to Engagement Banking & How to Make it Successful – Part 5/5

Pushing your Performance by Providing Access to the New Asset Class of Cryptoassets

Are Your Robots out to Get You?

Bottling the Instant Messaging Genie

Translating Theoretical Data Science into Tangible Business Value: A Benchmark Study among Actuaries in Switzerland

Targeted Sourcing Evaluation

Attention All Insurers

Do Players in The Risk Transfer Market Really Want to Risk a Damaging Credibility Gap?

How Automation Technologies Can Give Your Underwriters Superpowers

Agile Success Case Study: There is Only One Way to Eat an Elephant: One Bite at a Time

Why Most Banks Struggle to Become Agile

The Case for Deploying Enterprise Architecture in ILS

OpenWealth and SFTI Common API Develop Swiss API Standard for Wealth Management

Is the Risk Transfer Market Really Ready for ESG?

The Charm and Challenge of Sustainable Investing for the ILS Market

The Future of Banking as it Happens

星普思专家讲座：Billte——使用单一连接发送和管理发票

The Advantages of a Strategic Partnership in the Cybersecurity Environment

The Move to Engagement Banking & How to Make it Successful – Part 5/5

Pushing your Performance by Providing Access to the New Asset Class of Cryptoassets

Are Your Robots out to Get You?

Bottling the Instant Messaging Genie

Translating Theoretical Data Science into Tangible Business Value: A Benchmark Study among Actuaries in Switzerland

Targeted Sourcing Evaluation