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We support our clients with over 25 years of profound industry expertise.

Insurance

Insurance is more challenging now than ever. Explore how we can support you to foster digital transformation and meet your customer’s changing needs.

Who we consult:

Click to learn more

25+

Years of Experience
500+

Projects Completed
200+

Consultants

Challenges our customers are facing:

Mastering Digital Transformation and Agile development of IT landscape.
Heightening demand for transparent and timely data to grow the business and to optimise profitability.
Rising pressure for lean operations.
Data-driven new business models and emerging ecosystems
Increasing speed of innovation to keep up with new incumbents.

We provide holistic support: from strategy to implementation.

Our cross-functional teams leave not only slides, but tangible results and working solutions.

Discover what we offer

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 […]

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?

COVID-19 Pulse Check for the Insurance Industry

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 […]

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?

COVID-19 Pulse Check for the Insurance Industry

Why Operational Excellence Matters for the ILS Market

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

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

Communicating with Customers in a Crisis: Be Helpful and Proactive

Business Continuity Management and Digital Roadmaps

Assuring Productivity When Your Team Is Working from Home

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?

COVID-19 Pulse Check for the Insurance Industry

Why Operational Excellence Matters for the ILS Market

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

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

Communicating with Customers in a Crisis: Be Helpful and Proactive

Business Continuity Management and Digital Roadmaps

Assuring Productivity When Your Team Is Working from Home

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?

COVID-19 Pulse Check for the Insurance Industry

Why Operational Excellence Matters for the ILS Market

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

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

Communicating with Customers in a Crisis: Be Helpful and Proactive

Business Continuity Management and Digital Roadmaps

Assuring Productivity When Your Team Is Working from Home

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。

What Clients Expect from the Insurer When Filing a Claim

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

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.

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。

What Clients Expect from the Insurer When Filing a Claim

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

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»

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

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.

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。

What Clients Expect from the Insurer When Filing a Claim

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

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»

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

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.

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?

保险业创新的挑战：如何驯服这头公牛

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.

The Relevance of Genomics for Insurers

Health and life insurance will never be the same again. Find out how insurers worldwide expect widespread genetic sequencing and therapy to transform the industry.

核保见解：通过自动化加速进程

高风险的核保过程是非常复杂的。通过自动化技术，（再）保险公司可通过数据获得洞察，并极大地提高自身的风险评估能力。而有关技术的最大优势之一，在于能在正确的时间向正确的核保人员智能传递相关信息。

人工智能在人寿保险中的应用

保险行业可以借助人工智能（AI）)实现跨越式发展。这是企业在未来智能保险时代的关键性竞争优势。然而，人工智能不是万能的。它的一系列危险信号是企业在实施之前必须正确理解的。

Over ten offices around the globe

Insurance Management Team

Banking

Banking has never been more challenging. Explore how we can support you to foster digital transformation and meet the changing need of your customers.

Who we consult:

Private Banks
Asset Management
Wealth Management
Retail Banks

25+

Years of Experience
1000+

Projects Completed
300+

Consultants

Challenges our customers are facing:

Promoting Digital transformation and Agile development of IT landscapes.
Having digitally-empowered distribution and omnichannel functionality.
Incorporating Process Automation and Straight-Through Processing.
Building a data-driven organization and fully-virtual customer journeys to make informed decisions and gain competitive advantage.
Dealing with high-cost operating models with fragmented, inefficient processes and outdated, complex legacy systems.

Challenges our customers are facing:

Handling increasing demands in regulatory and compliance standards and procedures.
Addressing increasing cost pressure with cost management and state-of-the art industry benchmarking.
Reinventing business models and shaping company and sector strategies.
“Going Digital” in automating legacy bank and insurance processes to fully digital.

Challenges our customers are facing:

Handling Data analytics / AI-driven digital CRM and Sales.
Overseeing Agile organization and advanced lean transformation.
Introducing data-driven new business models and emerging ecosystems.
Establishing intelligent automation and Straight-Through Processing.
Enforcing cost-efficient and effective Regulatory Compliance.

Challenges our customers are facing:

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

Challenges our customers are facing:

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.

Challenges our customers are facing:

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.

Challenges our customers are facing:

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.

Challenges our customers are facing:

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.

Challenges our customers are facing

Building a data-driven organization and fully-virtual customer journeys to make informed decisions and gain competitive advantage.
Introducing data-driven new business models and emerging ecosystems.
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.
Creating a neo/virtual bank and defining the right client-value proposition and operating model.
Scaling RPA (Robotic Process Automation), after early adoption, and also moving it to Intelligent Automation to maximise the ROI.

We provide holistic support: from strategy to implementation.

Our cross-functional teams leave not only slides, but tangible results and working solutions.

Discover what we offer

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.

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.

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.

KYC: Solving a Major Data Challenge Through Natural Language Processing

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

Synpulse Expert Talk on Client Journeys

敏捷组织——公司治理新原则

虽然“敏捷组织”一词没有确切的定义，但诸如Spotify和Netflix之类的公司依然被看作敏捷组织的榜样及业界标杆。然而对这些公司进行一对一地模仿并不一定对所有公司都有效。 [...]

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!

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.

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 […]

An API Story: How Smart Tech Saved the Fortunes of a Geneva Private Bank

Chapter 3: Read how Hong-Kong-born DevOps engineer Melissa Chao steps in to save the day – and uses API magic to stop the glaciers in her adopted home of Switzerland from melting.

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.

KYC: Solving a Major Data Challenge Through Natural Language Processing

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

Synpulse Expert Talk on Client Journeys

敏捷组织——公司治理新原则

Best Practices for Scrum in Remote Projects

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.

Intelligent Automation (RPA)

An API Story: How Smart Tech Saved the Fortunes of a Geneva Private Bank

Chapter 3: Read how Hong-Kong-born DevOps engineer Melissa Chao steps in to save the day – and uses API magic to stop the glaciers in her adopted home of Switzerland from melting.

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.

KYC: Solving a Major Data Challenge Through Natural Language Processing

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

Synpulse Expert Talk on Client Journeys

敏捷组织——公司治理新原则

Best Practices for Scrum in Remote Projects

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.

Intelligent Automation (RPA)

An API Story: How Smart Tech Saved the Fortunes of a Geneva Private Bank

Chapter 3: Read how Hong-Kong-born DevOps engineer Melissa Chao steps in to save the day – and uses API magic to stop the glaciers in her adopted home of Switzerland from melting.

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.

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.

Best Practices for Scrum in Remote Projects

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。

Recent Implementation of Banking Exposure Limit Rules

After the HKMA put Banking Exposure Limit Rules (BELR) in place, Hong Kong banks are now becoming an early indicator of the changes global financial institutions will have to implement to be compliant with this part of the Basel III Framework. Synpulse explores the […]

亚太地区数字化银行格局

在过去几年里，数字化银行已在亚洲找到立足点，并将在未来几个月内继续发展。这里有来自不同市场的参与者，他们产品和服务也各式各样。但这一切究竟是如何开始的呢？ [.....]

Cloud Trends 2020

Most banks and insurance companies have been slow to exploit the potential of cloud technology − overestimating the risks and failing to recognize the opportunities. In this article we look at how visionary companies are seizing the potential to develop a cloud strategy encompassing new trends in multi-cloud […]

亚洲咨询业的未来——有效管理新型咨询模式的实施

随着欧洲逐渐转向基于咨询的私人银行，许多私人银行也为亚洲市场提供了类似的服务，尽管成熟的咨询模式给银行与客户带来了多重优势，但它们取得的成功却参差不齐[…]

The Rise of Fully Digitized Customer Onboarding

Banks are still playing catch-up when it comes to offering a quick and convenient account opening experience. With increasing competition and the looming threat of new virtual banks in Asia, traditional retail banks are being forced to step up their game when it comes […]

Over ten offices around the globe

Banking Management Team

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Stephanie Elo Chukwuma

Senior Consultant