Bank & Insurance Consulting - Synpulse Business Consultants

我们可以如何帮到您？

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我们的咨询对象

我们对金融服务行业的专注意味着我们知道您真正需要什么—有时甚至先您一步。凭借25年深厚的行业经验，我们的团队能为您的整个价值链提供高质量、低成本的咨询和技术类服务以及解决方案。

银行业

银行业从未像现在这样充满挑战。一起探讨我们如何通过数字化、深刻的行业洞察及正确的思维方式帮助您在这个快速发展的环境中取得成功。

我们的咨询对象

我们与全球金融市场的各大银行及其他金融机构紧密合作，通过我们的服务，帮助他们充分发掘自身的潜力。

业务创新与增长: 运用技术提升您的客户体验。
卓越运营 : 优化运营效率，以提高可扩展性及实现利润最大化。
监管合规与风险: 确保您在瞬息万变的监管环境中保持充分合规。

点击了解更多

我们如何塑造行业

我们与领先的银行及金融科技公司一道创立了OpenWealth协会（访问OpenWealth中心），为全球财富管理行业圈定义、维护和运营开放API（Open API）标准。星普思负责策划和协调该协会的各项工作及促进社区的发展。

查看OpenWealth的行业洞见

我们客户所面临的挑战

如何实现IT领域的数字化转型和敏捷开发。
如何提高数据透明度和数据及时性，以实现业务增长及优化盈利能力。
如何应对不断增加的精益运营压力。
新的数据驱动型商业模式及新兴生态系统带来的挑战。
如何提高创新速度，以跟上新兴市场的步伐。

我们客户所面临的挑战

Handling Data analytics / AI-driven digital CRM and Sales.
Overseeing Agile organization and advanced lean transformation.
如何应对数据驱动型商业模式和新兴生态系统。
Establishing intelligent automation and Straight-Through Processing.
Enforcing cost-efficient and effective Regulatory Compliance.

我们客户所面临的挑战

Adapting to structural changes in the Swiss market and facing ongoing pressure on margins.
Clarifying required level of investments in digital transformation and automation.
Meeting rising customer expectations and competing with new challengers in the ecosystem.
Analyzing and knowing customers better, to provide them relevant, efficient and beneficial advice.
Seizing opportunities in an environment of negative interests.
Leveraging new regulations to strengthen the customer relationship.

我们客户所面临的挑战

Meeting customer expectation with a competitive advisory proposition and an innovative, transparent pricing model.
Building a data-driven organisation and fully-virtual customer journeys to make informed decisions and gain competitive advantage.
Dealing with the lack of adoption of innovative, digital solutions and poor front-to-back understanding and vigilant supervision of key risks.
Addressing regulatory expectations and scrutiny by continuously reviewing existing controls, processes and operating models.
Coping with high-cost operating models with fragmented, inefficient processes and outdated, complex legacy systems.

我们客户所面临的挑战

Meeting customer expectation with a competitive advisory proposition and an innovative, transparent pricing model.
Building a data-driven organisation and fully-virtual customer journeys to make informed decisions and gain competitive advantage.
Creating a neo/virtual bank and defining the right client-value proposition and operating model.
Addressing regulatory expectations and scrutiny by continuously reviewing existing controls, processes and operating models.
Revisiting high-cost operating models with fragmented, inefficient processes and outdated, complex legacy systems.
Replacing a legacy platform or introducing new capabilities in order to provide better Client and Relationship Manager (RM) experiences and increase effectiveness.

我们客户所面临的挑战

Revising and energizing the Digital Transformation in UK Private Wealth, which is late and incomplete.
Scaling RPA (Robotic Process Automation), after early adoption, and also moving it to Intelligent Automation to maximise the ROI.
Modernising IT and Operations cost vs revenue, which currently varies wildly across firms, a sign of inefficiency.
Facing up to the Neobanks’ rapid advancement, which poses competitive challenges to incumbents and to the challengers themselves.
Offering a structured approach to deliver value beyond sheer compliance, as required by ESG regulations and client demands.

我们客户所面临的挑战

Mastering Digital Transformation and Agile development of IT landscape.
Confronting continually increasing regulatory pressure.
Accepting the challenges of process automation and straight-through processing.
Adjusting product shelf and practice management to meet the demand of changing client demographics.
Responding to the fact that industry M&A activity spurs the integration of new financial platforms.

我们客户所面临的挑战

如何建立一个数据驱动型组织及全虚拟化客户旅程地图，以做出明智的决策并获得竞争优势。
如何应对数据驱动型商业模式和新兴生态系统。
如何通过不断审视现有的控制措施、流程和运营模式来应对监管和审查的要求。
如何处理分散、低效的流程以及遗留下来的过时、复杂且高成本的运营模式。
如何创建一个新型银行或虚拟银行，如何定义有利于提升客户价值的提议及运营模式。
在早期采用RPA（机器人流程自动化）后，如何实现RPA的全面普及，并将其转向智能自动化，以实现投资回报率最大化。

如何帮助您应对挑战，并实现业务转型

我们为您提供从战略到实施的全方位支持。

了解我们提供的服务

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.

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, […]

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.

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.

Cross-boundary Wealth Management Connect (WMC): What you need to know

The new WMC scheme is expected to create a new channel for Chinese and Hong Kong financial institutions to seek growth with the expansions of cross-border trading and broader capital markets.

OpenWealth Association founded in Switzerland

Leading companies from the financial and wealth management industry work together on standardized API-interfaces

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.

Robotic Process Automation: An efficient solution to better trade surveillance

Several news stories of insider trading that surfaced during the COVID-19 crisis have once again shone the spotlight on the topic of trade surveillance.

KYC: Solving a Major Data Challenge Through Natural Language Processing

Know-your-customer (KYC) and anti-money laundering (AML) are common processes across most Financial Services (FS) institutions. The goal of these processes are to identify and flag data anomalies. Originating from an individual or an institution, the ability to ingest and assess a […]

Expert Talk «Why Digital Client Journeys Are Complementary to Inclusive Wealth Management»

Synpulse Expert Talk on Client Journeys

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.

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.

Targeted Sourcing Evaluation

A Multitalent for more rational trading and settlement of securities.

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

How to Manage the (L)IBOR Transition

The (L)IBOR transition is taking shape. In this article we take a look at what’s happened in the last few months, give a quick introduction to Synpulse’s approach, and show what the core banking vendor Avaloq is doing to assure the operational readiness of its […]

The Move to Engagement Banking & How to Make it Successful – Part 1/5

Part 1: Why the Need for State-of-the-Art Engagement Banking? We look at why digital will be the dominant channel for banking clients going forward and why institutions should be responding with a new engagement banking platform.

OpenWealth Association founded in Switzerland

Leading companies from the financial and wealth management industry work together on standardized API-interfaces

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.

Synpulse is the Avaloq Project Partner of the Year 2020

Synpulse was named Avaloq’s Project Partner of the Year at the Avaloq Community Experience.

OpenWealth社区正在持续发展

OpenWealth社区自豪地宣布四位新加入的财富技术成员

Expert Talk «How Banks Can Deliver Great Client Journeys despite Legacy IT Infrastructure»

Synpulse Expert Talk on Client Journeys

The Future of Banking as it Happens

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

Synpulse携手圣加仑州立银行与财富技术公司社区展开合作

Synpulse正帮助圣加仑州立银行（SGKB）设计标准化应用编程界面（APIs），以将其托管银行服务与外部资产管理公司（EAM）连接起来。

Expert Talk «API Standardization for Wealth Management»

Synpulse Expert Talk on OpenWealth

Intelligent Automation for Financial Intermediaries

This article examines the challenges they face and illustrates how automation can support them in dedicating more time to their clients based on the example of client reporting automation.

KYC: Solving a Major Data Challenge Through Natural Language Processing

Know-your-customer (KYC) and anti-money laundering (AML) are common processes across most Financial Services (FS) institutions. The goal of these processes are to identify and flag data anomalies. Originating from an individual or an institution, the ability to ingest and assess a […]

Intelligent Automation (RPA)

Robotic process automation (RPA) is a reliable and straightforward technology that allows the rule-based automation of business processes across any application. The fact that it’s non-invasive and can be quickly implemented in any IT architecture makes it very attractive in terms of costs and benefits and time to […]

Expert Talk «Why Digital Client Journeys Are Complementary to Inclusive Wealth Management»

Synpulse Expert Talk on Client Journeys

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.

Targeted Sourcing Evaluation

A Multitalent for more rational trading and settlement of securities.

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

How to Manage the (L)IBOR Transition

The (L)IBOR transition is taking shape. In this article we take a look at what’s happened in the last few months, give a quick introduction to Synpulse’s approach, and show what the core banking vendor Avaloq is doing to assure the operational readiness of its […]

The Move to Engagement Banking & How to Make it Successful – Part 1/5

Part 1: Why the Need for State-of-the-Art Engagement Banking? We look at why digital will be the dominant channel for banking clients going forward and why institutions should be responding with a new engagement banking platform.

OpenWealth Association founded in Switzerland

Leading companies from the financial and wealth management industry work together on standardized API-interfaces

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.

Synpulse is the Avaloq Project Partner of the Year 2020

Synpulse was named Avaloq’s Project Partner of the Year at the Avaloq Community Experience.

OpenWealth社区正在持续发展

OpenWealth社区自豪地宣布四位新加入的财富技术成员

Expert Talk «How Banks Can Deliver Great Client Journeys despite Legacy IT Infrastructure»

Synpulse Expert Talk on Client Journeys

The Future of Banking as it Happens

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

Synpulse携手圣加仑州立银行与财富技术公司社区展开合作

Synpulse正帮助圣加仑州立银行（SGKB）设计标准化应用编程界面（APIs），以将其托管银行服务与外部资产管理公司（EAM）连接起来。

Expert Talk «API Standardization for Wealth Management»

Synpulse Expert Talk on OpenWealth

Intelligent Automation for Financial Intermediaries

This article examines the challenges they face and illustrates how automation can support them in dedicating more time to their clients based on the example of client reporting automation.

KYC: Solving a Major Data Challenge Through Natural Language Processing

Know-your-customer (KYC) and anti-money laundering (AML) are common processes across most Financial Services (FS) institutions. The goal of these processes are to identify and flag data anomalies. Originating from an individual or an institution, the ability to ingest and assess a […]

Intelligent Automation (RPA)

Robotic process automation (RPA) is a reliable and straightforward technology that allows the rule-based automation of business processes across any application. The fact that it’s non-invasive and can be quickly implemented in any IT architecture makes it very attractive in terms of costs and benefits and time to […]

Expert Talk «Why Digital Client Journeys Are Complementary to Inclusive Wealth Management»

Synpulse Expert Talk on Client Journeys

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.

Targeted Sourcing Evaluation

A Multitalent for more rational trading and settlement of securities.

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

How to Manage the (L)IBOR Transition

The (L)IBOR transition is taking shape. In this article we take a look at what’s happened in the last few months, give a quick introduction to Synpulse’s approach, and show what the core banking vendor Avaloq is doing to assure the operational readiness of its […]

The Move to Engagement Banking & How to Make it Successful – Part 1/5

Part 1: Why the Need for State-of-the-Art Engagement Banking? We look at why digital will be the dominant channel for banking clients going forward and why institutions should be responding with a new engagement banking platform.

OpenWealth Association founded in Switzerland

Leading companies from the financial and wealth management industry work together on standardized API-interfaces

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.

Synpulse is the Avaloq Project Partner of the Year 2020

Synpulse was named Avaloq’s Project Partner of the Year at the Avaloq Community Experience.

OpenWealth社区正在持续发展

OpenWealth社区自豪地宣布四位新加入的财富技术成员

Expert Talk «How Banks Can Deliver Great Client Journeys despite Legacy IT Infrastructure»

Synpulse Expert Talk on Client Journeys

The Future of Banking as it Happens

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

Synpulse携手圣加仑州立银行与财富技术公司社区展开合作

Synpulse正帮助圣加仑州立银行（SGKB）设计标准化应用编程界面（APIs），以将其托管银行服务与外部资产管理公司（EAM）连接起来。

Expert Talk «API Standardization for Wealth Management»

Synpulse Expert Talk on OpenWealth

Intelligent Automation for Financial Intermediaries

This article examines the challenges they face and illustrates how automation can support them in dedicating more time to their clients based on the example of client reporting automation.

KYC: Solving a Major Data Challenge Through Natural Language Processing

Know-your-customer (KYC) and anti-money laundering (AML) are common processes across most Financial Services (FS) institutions. The goal of these processes are to identify and flag data anomalies. Originating from an individual or an institution, the ability to ingest and assess a […]

Intelligent Automation (RPA)

Robotic process automation (RPA) is a reliable and straightforward technology that allows the rule-based automation of business processes across any application. The fact that it’s non-invasive and can be quickly implemented in any IT architecture makes it very attractive in terms of costs and benefits and time to […]

Expert Talk «Why Digital Client Journeys Are Complementary to Inclusive Wealth Management»

Synpulse Expert Talk on Client Journeys

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.

Targeted Sourcing Evaluation

A Multitalent for more rational trading and settlement of securities.

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

How to Manage the (L)IBOR Transition

The (L)IBOR transition is taking shape. In this article we take a look at what’s happened in the last few months, give a quick introduction to Synpulse’s approach, and show what the core banking vendor Avaloq is doing to assure the operational readiness of its […]

The Move to Engagement Banking & How to Make it Successful – Part 1/5

Part 1: Why the Need for State-of-the-Art Engagement Banking? We look at why digital will be the dominant channel for banking clients going forward and why institutions should be responding with a new engagement banking platform.

OpenWealth Association founded in Switzerland

Leading companies from the financial and wealth management industry work together on standardized API-interfaces

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.

Synpulse is the Avaloq Project Partner of the Year 2020

Synpulse was named Avaloq’s Project Partner of the Year at the Avaloq Community Experience.

OpenWealth社区正在持续发展

OpenWealth社区自豪地宣布四位新加入的财富技术成员

Expert Talk «How Banks Can Deliver Great Client Journeys despite Legacy IT Infrastructure»

Synpulse Expert Talk on Client Journeys

The Future of Banking as it Happens

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

Synpulse携手圣加仑州立银行与财富技术公司社区展开合作

Synpulse正帮助圣加仑州立银行（SGKB）设计标准化应用编程界面（APIs），以将其托管银行服务与外部资产管理公司（EAM）连接起来。

Expert Talk «API Standardization for Wealth Management»

Synpulse Expert Talk on OpenWealth

Intelligent Automation for Financial Intermediaries

This article examines the challenges they face and illustrates how automation can support them in dedicating more time to their clients based on the example of client reporting automation.

KYC: Solving a Major Data Challenge Through Natural Language Processing

Know-your-customer (KYC) and anti-money laundering (AML) are common processes across most Financial Services (FS) institutions. The goal of these processes are to identify and flag data anomalies. Originating from an individual or an institution, the ability to ingest and assess a […]

Intelligent Automation (RPA)

Robotic process automation (RPA) is a reliable and straightforward technology that allows the rule-based automation of business processes across any application. The fact that it’s non-invasive and can be quickly implemented in any IT architecture makes it very attractive in terms of costs and benefits and time to […]

Expert Talk «Why Digital Client Journeys Are Complementary to Inclusive Wealth Management»

Synpulse Expert Talk on Client Journeys

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 […]

Are Your Robots out to Get You?

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

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.

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.

Scrum Terms

Remote Agile Work Webinar Series Part 3. Learn how to use clearly defined scrum concepts to ensure successful product delivery and reduce the risk of unexpected outcome. Find out more in our webinar!

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.

How to Launch an Agile Project Remotely and Measure Impact

Remote Agile Work Webinar Series Part 2. How do you kick-off new projects in a remote work environment? We’re sharing tips & tricks that helped us a lot in our daily work. Find out more in our webinar!

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.

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!

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 […]

Environmental, Social & Corporate Governance in Asset Management

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

Data Quality Management: The key to unleash business potential with big impact

In an effort to engage with clients in the wave of digital transformation, financial institutions have been establishing omni-channels that collect a vast quantity of new market and customer data. The information is contained in the form of trillions […]

Addressing vulnerabilities on Anti-Money Laundering and Counter Financing Terrorism

With the increased regulatory scrutiny and enforcement actions taken by SFC in 2020 against financial institutions (FIs) and individuals on AML/CFT deficiencies and breaches, it underscores the urgency for FIs to identify and rectify deficiencies via the different avenues such as RegTech […]

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.

Virtual Banks: Understanding Lifetime Value and Customer Acquisition Cost

To help banks define their customer acquisition strategy to maximise the return in investment, Synpulse has conducted a research and will publish its findings. In this first article, we introduce a key metric with two data sets – Lifetime Value (LTV) and […]

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 […]

Wealth Management Connect MoU signed: How to realise the potential of the Greater Bay Area financial hub

The WMC Scheme aims to build up the Greater Bay Area (GBA) financial hub by facilitating cross-boundary investments for GBA residents.

Synpulse receives «Best Integration Advisor» and «Tech Consultant of the Year» accolades at the Asian Private Banker’s 6th Technology Awards

Leading digital transformation: How to future-proof your bank by prioritising key transformation decisions

Future-proofing your bank is a matter of making the right digital transformation choices. Here’s what our experts say.

Cross-boundary Wealth Management Connect (WMC): What you need to know

The new WMC scheme is expected to create a new channel for Chinese and Hong Kong financial institutions to seek growth with the expansions of cross-border trading and broader capital markets.

Robotic Process Automation: An efficient solution to better trade surveillance

Several news stories of insider trading that surfaced during the COVID-19 crisis have once again shone the spotlight on the topic of trade surveillance.

成功推出高效数据管理解决方案

了解星普思如何帮助一家全球领先的金融机构通过推广Temenos DataSource（TDS）来提高其市场及参考数据的质量，从而降低管理不断增长的数据过程中产生的成本和风险。

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 […]

Environmental, Social & Corporate Governance in Asset Management

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

Data Quality Management: The key to unleash business potential with big impact

In an effort to engage with clients in the wave of digital transformation, financial institutions have been establishing omni-channels that collect a vast quantity of new market and customer data. The information is contained in the form of trillions […]

Addressing vulnerabilities on Anti-Money Laundering and Counter Financing Terrorism

With the increased regulatory scrutiny and enforcement actions taken by SFC in 2020 against financial institutions (FIs) and individuals on AML/CFT deficiencies and breaches, it underscores the urgency for FIs to identify and rectify deficiencies via the different avenues such as RegTech […]

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.

Virtual Banks: Understanding Lifetime Value and Customer Acquisition Cost

To help banks define their customer acquisition strategy to maximise the return in investment, Synpulse has conducted a research and will publish its findings. In this first article, we introduce a key metric with two data sets – Lifetime Value (LTV) and […]

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 […]

Wealth Management Connect MoU signed: How to realise the potential of the Greater Bay Area financial hub

The WMC Scheme aims to build up the Greater Bay Area (GBA) financial hub by facilitating cross-boundary investments for GBA residents.

Synpulse receives «Best Integration Advisor» and «Tech Consultant of the Year» accolades at the Asian Private Banker’s 6th Technology Awards

Leading digital transformation: How to future-proof your bank by prioritising key transformation decisions

Future-proofing your bank is a matter of making the right digital transformation choices. Here’s what our experts say.

Cross-boundary Wealth Management Connect (WMC): What you need to know

The new WMC scheme is expected to create a new channel for Chinese and Hong Kong financial institutions to seek growth with the expansions of cross-border trading and broader capital markets.

Robotic Process Automation: An efficient solution to better trade surveillance

Several news stories of insider trading that surfaced during the COVID-19 crisis have once again shone the spotlight on the topic of trade surveillance.

成功推出高效数据管理解决方案

了解星普思如何帮助一家全球领先的金融机构通过推广Temenos DataSource（TDS）来提高其市场及参考数据的质量，从而降低管理不断增长的数据过程中产生的成本和风险。

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 […]

Environmental, Social & Corporate Governance in Asset Management

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

Data Quality Management: The key to unleash business potential with big impact

In an effort to engage with clients in the wave of digital transformation, financial institutions have been establishing omni-channels that collect a vast quantity of new market and customer data. The information is contained in the form of trillions […]

Addressing vulnerabilities on Anti-Money Laundering and Counter Financing Terrorism

With the increased regulatory scrutiny and enforcement actions taken by SFC in 2020 against financial institutions (FIs) and individuals on AML/CFT deficiencies and breaches, it underscores the urgency for FIs to identify and rectify deficiencies via the different avenues such as RegTech […]

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.

Virtual Banks: Understanding Lifetime Value and Customer Acquisition Cost

To help banks define their customer acquisition strategy to maximise the return in investment, Synpulse has conducted a research and will publish its findings. In this first article, we introduce a key metric with two data sets – Lifetime Value (LTV) and […]

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 […]

Wealth Management Connect MoU signed: How to realise the potential of the Greater Bay Area financial hub

The WMC Scheme aims to build up the Greater Bay Area (GBA) financial hub by facilitating cross-boundary investments for GBA residents.

Synpulse receives «Best Integration Advisor» and «Tech Consultant of the Year» accolades at the Asian Private Banker’s 6th Technology Awards

Leading digital transformation: How to future-proof your bank by prioritising key transformation decisions

Future-proofing your bank is a matter of making the right digital transformation choices. Here’s what our experts say.

Cross-boundary Wealth Management Connect (WMC): What you need to know

The new WMC scheme is expected to create a new channel for Chinese and Hong Kong financial institutions to seek growth with the expansions of cross-border trading and broader capital markets.

Robotic Process Automation: An efficient solution to better trade surveillance

Several news stories of insider trading that surfaced during the COVID-19 crisis have once again shone the spotlight on the topic of trade surveillance.

成功推出高效数据管理解决方案

了解星普思如何帮助一家全球领先的金融机构通过推广Temenos DataSource（TDS）来提高其市场及参考数据的质量，从而降低管理不断增长的数据过程中产生的成本和风险。

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 […]

Environmental, Social & Corporate Governance in Asset Management

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

Data Quality Management: The key to unleash business potential with big impact

In an effort to engage with clients in the wave of digital transformation, financial institutions have been establishing omni-channels that collect a vast quantity of new market and customer data. The information is contained in the form of trillions […]

Addressing vulnerabilities on Anti-Money Laundering and Counter Financing Terrorism

With the increased regulatory scrutiny and enforcement actions taken by SFC in 2020 against financial institutions (FIs) and individuals on AML/CFT deficiencies and breaches, it underscores the urgency for FIs to identify and rectify deficiencies via the different avenues such as RegTech […]

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.

Virtual Banks: Understanding Lifetime Value and Customer Acquisition Cost

To help banks define their customer acquisition strategy to maximise the return in investment, Synpulse has conducted a research and will publish its findings. In this first article, we introduce a key metric with two data sets – Lifetime Value (LTV) and […]

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 […]

Wealth Management Connect MoU signed: How to realise the potential of the Greater Bay Area financial hub

The WMC Scheme aims to build up the Greater Bay Area (GBA) financial hub by facilitating cross-boundary investments for GBA residents.

Synpulse receives «Best Integration Advisor» and «Tech Consultant of the Year» accolades at the Asian Private Banker’s 6th Technology Awards

Leading digital transformation: How to future-proof your bank by prioritising key transformation decisions

Future-proofing your bank is a matter of making the right digital transformation choices. Here’s what our experts say.

Cross-boundary Wealth Management Connect (WMC): What you need to know

The new WMC scheme is expected to create a new channel for Chinese and Hong Kong financial institutions to seek growth with the expansions of cross-border trading and broader capital markets.

Robotic Process Automation: An efficient solution to better trade surveillance

Several news stories of insider trading that surfaced during the COVID-19 crisis have once again shone the spotlight on the topic of trade surveillance.

成功推出高效数据管理解决方案

了解星普思如何帮助一家全球领先的金融机构通过推广Temenos DataSource（TDS）来提高其市场及参考数据的质量，从而降低管理不断增长的数据过程中产生的成本和风险。

了解我们提供的服务

保险业

保险公司今天面临着前所未有的挑战。探索我们如何帮助您促进数字化转型，以满足您的客户不断变化的需求。

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如何实现IT领域的数字化转型和敏捷开发。
如何提高数据透明度和数据及时性，以实现业务增长及优化盈利能力。
如何应对不断增加的精益运营压力。
新的数据驱动型商业模式及新兴生态系统带来的挑战。
如何提高创新速度，以跟上新兴市场的步伐。

如何帮助您应对挑战，并实现业务转型

我们为您提供从战略到实施的全方位支持。

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Data Quality Management: The key to unleash business potential with big impact

In an effort to engage with clients in the wave of digital transformation, financial institutions have been establishing omni-channels that collect a vast quantity of new market and customer data. The information is contained in the form of trillions […]

Attention All Insurers

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

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.

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.

Getting Customers Out of the Queue

How a financial services provider used a desgin sprint to reinvent its IVR system in just five days

COVID-19 Pulse Check for the Insurance Industry

Read our report which focuses on the Life and Health Insurance businesses across South East Asia analyzing the results of our COVID-19 Pulse Check survey and identifying areas where the Insurance Industry needs to «walk the talk» after the reality of the 2020 tipping […]

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。

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?

What Clients Expect from the Insurer When Filing a Claim

Good accessibility via several media and human interaction is expected and appreciated by clients

Data Analytics and Business Process Mining

Insurers in Asia Pacific – in both life and non-life – are keen to harness digital innovation to improve their customer centricity.

Synpulse Training Solutions

Training Solutions is the Synpulse’s approach to plan, develop and execute trainings for our clients. Training concepts are developed, and tailor made to our clients’ needs.

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[…]

Know the 6 Components of Blended Learning to Enhance Your End-to-End User Training

Statistics show that businesses could lose USD13.5 million per year due to ineffective training, yet the majority of employees are not very satisfied with job-specific training.

Non-Life Core Transformation: Are Insurance Carriers in Emerging Asia Ready?

Emerging Asia for the purposes of this article include the countries of Malaysia, Thailand and Vietnam. In these countries many insurance carriers are starting to face the strategic consideration around modernizing their core systems. Other strategies can also include extending the […]

Data Quality Management: The key to unleash business potential with big impact

In an effort to engage with clients in the wave of digital transformation, financial institutions have been establishing omni-channels that collect a vast quantity of new market and customer data. The information is contained in the form of trillions […]

Synpulse Training Solutions

Training Solutions is the Synpulse’s approach to plan, develop and execute trainings for our clients. Training concepts are developed, and tailor made to our clients’ needs.

Non-Life Core Transformation: Are Insurance Carriers in Emerging Asia Ready?

Emerging Asia for the purposes of this article include the countries of Malaysia, Thailand and Vietnam. In these countries many insurance carriers are starting to face the strategic consideration around modernizing their core systems. Other strategies can also include extending the […]

COVID-19 Pulse Check for the Insurance Industry

Read our report which focuses on the Life and Health Insurance businesses across South East Asia analyzing the results of our COVID-19 Pulse Check survey and identifying areas where the Insurance Industry needs to «walk the talk» after the reality of the 2020 tipping […]

Why Operational Excellence Matters for the ILS Market

«Excellence is never an accident. It is always the result of high intention, sincere effort, and intelligent execution; it represents the wise choice of many alternatives – choice, not chance, determines your destiny.»(Aristotle)

Know the 6 Components of Blended Learning to Enhance Your End-to-End User Training

Statistics show that businesses could lose USD13.5 million per year due to ineffective training, yet the majority of employees are not very satisfied with job-specific training.

How to Get Customer Services Fit for Crisis

Covid-19 is severely limiting personal contact with customers and raising new questions and fears. Given the technical challenges and the lack of resources, increased phone and email contact means that customer service centers are overwhelmed.

How You Can Provide Advice and Close Contracts Digitally at Short Notice

Most field sales still happen by way of physical face-to-face, thanks to the coronavirus however, this is hardly likely to happen at the moment. Closures are typically the biggest lever in salespeople’s remuneration. Many are seeing a sharp decline […]

Communicating with Customers in a Crisis: Be Helpful and Proactive

A crisis on the scale of the one we presently find ourselves in is always unique. Its sheer intensity has taken many of us by surprise. So it’s all the more important to communicate clearly and proactively, not just with your […]

Business Continuity Management and Digital Roadmaps

Many insurance companies, if not all, already have a digital roadmap. Not leaving the field to the insurtechs, meetings customers’ need for speed and communication, not getting left behind, being modern and contemporary, and operating cost-efficiently: These are just some of the reasons why companies have adopted […]

Assuring Productivity When Your Team Is Working from Home

The Covid-19 virus has disrupted and rearranged the workplace with unprecedented speed. Within a week, organizations across the insurance industry sent staggering numbers of employees home to work remotely. In many cases, managers have been thrust into the position of leading virtual […]

Succeeding in the Millenial Insurance Market

Competing with insurtech disruptors and catering to the millennial generation requires speed, while increasing oversight and compliance demands stability. By deploying a two-speed architecture, traditional insurance companies can improve both and more effectively respond to new age market dynamics.

Data Quality Management: The key to unleash business potential with big impact

In an effort to engage with clients in the wave of digital transformation, financial institutions have been establishing omni-channels that collect a vast quantity of new market and customer data. The information is contained in the form of trillions […]

Synpulse Training Solutions

Training Solutions is the Synpulse’s approach to plan, develop and execute trainings for our clients. Training concepts are developed, and tailor made to our clients’ needs.

Non-Life Core Transformation: Are Insurance Carriers in Emerging Asia Ready?

Emerging Asia for the purposes of this article include the countries of Malaysia, Thailand and Vietnam. In these countries many insurance carriers are starting to face the strategic consideration around modernizing their core systems. Other strategies can also include extending the […]

COVID-19 Pulse Check for the Insurance Industry

Read our report which focuses on the Life and Health Insurance businesses across South East Asia analyzing the results of our COVID-19 Pulse Check survey and identifying areas where the Insurance Industry needs to «walk the talk» after the reality of the 2020 tipping […]

Why Operational Excellence Matters for the ILS Market

«Excellence is never an accident. It is always the result of high intention, sincere effort, and intelligent execution; it represents the wise choice of many alternatives – choice, not chance, determines your destiny.»(Aristotle)

Know the 6 Components of Blended Learning to Enhance Your End-to-End User Training

Statistics show that businesses could lose USD13.5 million per year due to ineffective training, yet the majority of employees are not very satisfied with job-specific training.

How to Get Customer Services Fit for Crisis

Covid-19 is severely limiting personal contact with customers and raising new questions and fears. Given the technical challenges and the lack of resources, increased phone and email contact means that customer service centers are overwhelmed.

How You Can Provide Advice and Close Contracts Digitally at Short Notice

Most field sales still happen by way of physical face-to-face, thanks to the coronavirus however, this is hardly likely to happen at the moment. Closures are typically the biggest lever in salespeople’s remuneration. Many are seeing a sharp decline […]

Communicating with Customers in a Crisis: Be Helpful and Proactive

A crisis on the scale of the one we presently find ourselves in is always unique. Its sheer intensity has taken many of us by surprise. So it’s all the more important to communicate clearly and proactively, not just with your […]

Business Continuity Management and Digital Roadmaps

Many insurance companies, if not all, already have a digital roadmap. Not leaving the field to the insurtechs, meetings customers’ need for speed and communication, not getting left behind, being modern and contemporary, and operating cost-efficiently: These are just some of the reasons why companies have adopted […]

Assuring Productivity When Your Team Is Working from Home

The Covid-19 virus has disrupted and rearranged the workplace with unprecedented speed. Within a week, organizations across the insurance industry sent staggering numbers of employees home to work remotely. In many cases, managers have been thrust into the position of leading virtual […]

Succeeding in the Millenial Insurance Market

Competing with insurtech disruptors and catering to the millennial generation requires speed, while increasing oversight and compliance demands stability. By deploying a two-speed architecture, traditional insurance companies can improve both and more effectively respond to new age market dynamics.

Data Quality Management: The key to unleash business potential with big impact

In an effort to engage with clients in the wave of digital transformation, financial institutions have been establishing omni-channels that collect a vast quantity of new market and customer data. The information is contained in the form of trillions […]

Synpulse Training Solutions

Training Solutions is the Synpulse’s approach to plan, develop and execute trainings for our clients. Training concepts are developed, and tailor made to our clients’ needs.

Non-Life Core Transformation: Are Insurance Carriers in Emerging Asia Ready?

Emerging Asia for the purposes of this article include the countries of Malaysia, Thailand and Vietnam. In these countries many insurance carriers are starting to face the strategic consideration around modernizing their core systems. Other strategies can also include extending the […]

COVID-19 Pulse Check for the Insurance Industry

Read our report which focuses on the Life and Health Insurance businesses across South East Asia analyzing the results of our COVID-19 Pulse Check survey and identifying areas where the Insurance Industry needs to «walk the talk» after the reality of the 2020 tipping […]

Why Operational Excellence Matters for the ILS Market

«Excellence is never an accident. It is always the result of high intention, sincere effort, and intelligent execution; it represents the wise choice of many alternatives – choice, not chance, determines your destiny.»(Aristotle)

Know the 6 Components of Blended Learning to Enhance Your End-to-End User Training

Statistics show that businesses could lose USD13.5 million per year due to ineffective training, yet the majority of employees are not very satisfied with job-specific training.

How to Get Customer Services Fit for Crisis

Covid-19 is severely limiting personal contact with customers and raising new questions and fears. Given the technical challenges and the lack of resources, increased phone and email contact means that customer service centers are overwhelmed.

How You Can Provide Advice and Close Contracts Digitally at Short Notice

Most field sales still happen by way of physical face-to-face, thanks to the coronavirus however, this is hardly likely to happen at the moment. Closures are typically the biggest lever in salespeople’s remuneration. Many are seeing a sharp decline […]

Communicating with Customers in a Crisis: Be Helpful and Proactive

A crisis on the scale of the one we presently find ourselves in is always unique. Its sheer intensity has taken many of us by surprise. So it’s all the more important to communicate clearly and proactively, not just with your […]

Business Continuity Management and Digital Roadmaps

Many insurance companies, if not all, already have a digital roadmap. Not leaving the field to the insurtechs, meetings customers’ need for speed and communication, not getting left behind, being modern and contemporary, and operating cost-efficiently: These are just some of the reasons why companies have adopted […]

Assuring Productivity When Your Team Is Working from Home

The Covid-19 virus has disrupted and rearranged the workplace with unprecedented speed. Within a week, organizations across the insurance industry sent staggering numbers of employees home to work remotely. In many cases, managers have been thrust into the position of leading virtual […]

Succeeding in the Millenial Insurance Market

Competing with insurtech disruptors and catering to the millennial generation requires speed, while increasing oversight and compliance demands stability. By deploying a two-speed architecture, traditional insurance companies can improve both and more effectively respond to new age market dynamics.

Data Quality Management: The key to unleash business potential with big impact

In an effort to engage with clients in the wave of digital transformation, financial institutions have been establishing omni-channels that collect a vast quantity of new market and customer data. The information is contained in the form of trillions […]

Synpulse Training Solutions

Training Solutions is the Synpulse’s approach to plan, develop and execute trainings for our clients. Training concepts are developed, and tailor made to our clients’ needs.

Non-Life Core Transformation: Are Insurance Carriers in Emerging Asia Ready?

Emerging Asia for the purposes of this article include the countries of Malaysia, Thailand and Vietnam. In these countries many insurance carriers are starting to face the strategic consideration around modernizing their core systems. Other strategies can also include extending the […]

COVID-19 Pulse Check for the Insurance Industry

Read our report which focuses on the Life and Health Insurance businesses across South East Asia analyzing the results of our COVID-19 Pulse Check survey and identifying areas where the Insurance Industry needs to «walk the talk» after the reality of the 2020 tipping […]

Why Operational Excellence Matters for the ILS Market

«Excellence is never an accident. It is always the result of high intention, sincere effort, and intelligent execution; it represents the wise choice of many alternatives – choice, not chance, determines your destiny.»(Aristotle)

Know the 6 Components of Blended Learning to Enhance Your End-to-End User Training

Statistics show that businesses could lose USD13.5 million per year due to ineffective training, yet the majority of employees are not very satisfied with job-specific training.

How to Get Customer Services Fit for Crisis

Covid-19 is severely limiting personal contact with customers and raising new questions and fears. Given the technical challenges and the lack of resources, increased phone and email contact means that customer service centers are overwhelmed.

How You Can Provide Advice and Close Contracts Digitally at Short Notice

Most field sales still happen by way of physical face-to-face, thanks to the coronavirus however, this is hardly likely to happen at the moment. Closures are typically the biggest lever in salespeople’s remuneration. Many are seeing a sharp decline […]

Communicating with Customers in a Crisis: Be Helpful and Proactive

A crisis on the scale of the one we presently find ourselves in is always unique. Its sheer intensity has taken many of us by surprise. So it’s all the more important to communicate clearly and proactively, not just with your […]

Business Continuity Management and Digital Roadmaps

Many insurance companies, if not all, already have a digital roadmap. Not leaving the field to the insurtechs, meetings customers’ need for speed and communication, not getting left behind, being modern and contemporary, and operating cost-efficiently: These are just some of the reasons why companies have adopted […]

Assuring Productivity When Your Team Is Working from Home

The Covid-19 virus has disrupted and rearranged the workplace with unprecedented speed. Within a week, organizations across the insurance industry sent staggering numbers of employees home to work remotely. In many cases, managers have been thrust into the position of leading virtual […]

Succeeding in the Millenial Insurance Market

Competing with insurtech disruptors and catering to the millennial generation requires speed, while increasing oversight and compliance demands stability. By deploying a two-speed architecture, traditional insurance companies can improve both and more effectively respond to new age market dynamics.

Attention All Insurers

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

Getting Customers Out of the Queue

How a financial services provider used a desgin sprint to reinvent its IVR system in just five days

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.

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.

The Case for Deploying Enterprise Architecture in ILS

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

Does the Risk Transfer Market Effectively Incorporate ESG into Strategy, Processes and Operations?

Synpulse market study reveals potential for improvement

Why Operational Excellence Matters for the ILS Market

«Excellence is never an accident. It is always the result of high intention, sincere effort, and intelligent execution; it represents the wise choice of many alternatives – choice, not chance, determines your destiny.»(Aristotle)

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。

Synpulse Launches Insurance Linked Strategies Practice

As a boutique consulting company serving the reinsurance industry for more than 20 years, Synpulse has built up pointed experience and expertise serving clients in the ILS space. In an effort to serve this growing intersection of capital and insurance markets in a more dedicated […]

What Clients Expect from the Insurer When Filing a Claim

Good accessibility via several media and human interaction is expected and appreciated by clients

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?

How to Create a Better Customer Journey for Customers

The traditional approach to attract and retain customers continues to underperform modern proceedings. Insurers have to adopt a digital ecosystem to stay competitive.

Customer Communication in the «Moment of Truth»

What do customers expect when communicating with the insurer in the event of a claim? In a four-part series of articles, we present you with the results of our national survey on customer expectations in the event of a claim. The present report focuses on […]

There's Life in the Old Dog yet … and in Car Insurance!

Car Insurance in the course of time

How to Launch an Agile Project Remotely and Measure Impact

Remote Agile Work Webinar Series Part 2. How do you kick-off new projects in a remote work environment? We’re sharing tips & tricks that helped us a lot in our daily work. Find out more in our webinar!

The Urgency of Penetration Testing in Times of Increasing Cyber Attacks

Regular stress and penetration testing, also known as «wargaming,» is used to assess the potential business impact of cyberattacks.

Attention All Insurers

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

Getting Customers Out of the Queue

How a financial services provider used a desgin sprint to reinvent its IVR system in just five days

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.

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.

The Case for Deploying Enterprise Architecture in ILS

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

Does the Risk Transfer Market Effectively Incorporate ESG into Strategy, Processes and Operations?

Synpulse market study reveals potential for improvement

Why Operational Excellence Matters for the ILS Market

«Excellence is never an accident. It is always the result of high intention, sincere effort, and intelligent execution; it represents the wise choice of many alternatives – choice, not chance, determines your destiny.»(Aristotle)

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。

Synpulse Launches Insurance Linked Strategies Practice

As a boutique consulting company serving the reinsurance industry for more than 20 years, Synpulse has built up pointed experience and expertise serving clients in the ILS space. In an effort to serve this growing intersection of capital and insurance markets in a more dedicated […]

What Clients Expect from the Insurer When Filing a Claim

Good accessibility via several media and human interaction is expected and appreciated by clients

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?

How to Create a Better Customer Journey for Customers

The traditional approach to attract and retain customers continues to underperform modern proceedings. Insurers have to adopt a digital ecosystem to stay competitive.

Customer Communication in the «Moment of Truth»

What do customers expect when communicating with the insurer in the event of a claim? In a four-part series of articles, we present you with the results of our national survey on customer expectations in the event of a claim. The present report focuses on […]

There's Life in the Old Dog yet … and in Car Insurance!

Car Insurance in the course of time

How to Launch an Agile Project Remotely and Measure Impact

Remote Agile Work Webinar Series Part 2. How do you kick-off new projects in a remote work environment? We’re sharing tips & tricks that helped us a lot in our daily work. Find out more in our webinar!

The Urgency of Penetration Testing in Times of Increasing Cyber Attacks

Regular stress and penetration testing, also known as «wargaming,» is used to assess the potential business impact of cyberattacks.

Attention All Insurers

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

Getting Customers Out of the Queue

How a financial services provider used a desgin sprint to reinvent its IVR system in just five days

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.

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.

The Case for Deploying Enterprise Architecture in ILS

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

Does the Risk Transfer Market Effectively Incorporate ESG into Strategy, Processes and Operations?

Synpulse market study reveals potential for improvement

Why Operational Excellence Matters for the ILS Market

«Excellence is never an accident. It is always the result of high intention, sincere effort, and intelligent execution; it represents the wise choice of many alternatives – choice, not chance, determines your destiny.»(Aristotle)

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。

Synpulse Launches Insurance Linked Strategies Practice

As a boutique consulting company serving the reinsurance industry for more than 20 years, Synpulse has built up pointed experience and expertise serving clients in the ILS space. In an effort to serve this growing intersection of capital and insurance markets in a more dedicated […]

What Clients Expect from the Insurer When Filing a Claim

Good accessibility via several media and human interaction is expected and appreciated by clients

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?

How to Create a Better Customer Journey for Customers

The traditional approach to attract and retain customers continues to underperform modern proceedings. Insurers have to adopt a digital ecosystem to stay competitive.

Customer Communication in the «Moment of Truth»

What do customers expect when communicating with the insurer in the event of a claim? In a four-part series of articles, we present you with the results of our national survey on customer expectations in the event of a claim. The present report focuses on […]

There's Life in the Old Dog yet … and in Car Insurance!

Car Insurance in the course of time

How to Launch an Agile Project Remotely and Measure Impact

Remote Agile Work Webinar Series Part 2. How do you kick-off new projects in a remote work environment? We’re sharing tips & tricks that helped us a lot in our daily work. Find out more in our webinar!

The Urgency of Penetration Testing in Times of Increasing Cyber Attacks

Regular stress and penetration testing, also known as «wargaming,» is used to assess the potential business impact of cyberattacks.

Attention All Insurers

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

Getting Customers Out of the Queue

How a financial services provider used a desgin sprint to reinvent its IVR system in just five days

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.

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.

The Case for Deploying Enterprise Architecture in ILS

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

Does the Risk Transfer Market Effectively Incorporate ESG into Strategy, Processes and Operations?

Synpulse market study reveals potential for improvement

Why Operational Excellence Matters for the ILS Market

«Excellence is never an accident. It is always the result of high intention, sincere effort, and intelligent execution; it represents the wise choice of many alternatives – choice, not chance, determines your destiny.»(Aristotle)

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。

Synpulse Launches Insurance Linked Strategies Practice

As a boutique consulting company serving the reinsurance industry for more than 20 years, Synpulse has built up pointed experience and expertise serving clients in the ILS space. In an effort to serve this growing intersection of capital and insurance markets in a more dedicated […]

What Clients Expect from the Insurer When Filing a Claim

Good accessibility via several media and human interaction is expected and appreciated by clients

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?

How to Create a Better Customer Journey for Customers

The traditional approach to attract and retain customers continues to underperform modern proceedings. Insurers have to adopt a digital ecosystem to stay competitive.

Customer Communication in the «Moment of Truth»

What do customers expect when communicating with the insurer in the event of a claim? In a four-part series of articles, we present you with the results of our national survey on customer expectations in the event of a claim. The present report focuses on […]

There's Life in the Old Dog yet … and in Car Insurance!

Car Insurance in the course of time

How to Launch an Agile Project Remotely and Measure Impact

Remote Agile Work Webinar Series Part 2. How do you kick-off new projects in a remote work environment? We’re sharing tips & tricks that helped us a lot in our daily work. Find out more in our webinar!

The Urgency of Penetration Testing in Times of Increasing Cyber Attacks

Regular stress and penetration testing, also known as «wargaming,» is used to assess the potential business impact of cyberattacks.

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.

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.

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。

Remote Inspections Series Part 4: Remote Video & Customer Self-Inspections

The pandemic is a catalyst for video-calling & self-inspection solutions. Find out how property underwriters can capitalize on people’s growing comfort with remote video & self-inspection solutions to gather valuable information without being physically present onsite.

Remote Inspections Series Part 3: 3rd Party Data Assessments

If you’re trying to assess property more efficiently in the pre-binding phase, there are huge pools of data already available. Read more about third-party data assessments.

Remote Inspections Series Part 2: Geospatial Imagery

Geospatial imagery assessments can take the legwork out of assessing properties. Find out more about the strengths and limitations of the technology.

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?

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.

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