Digital transformation has long been a hot topic in the financial services industry. However, before any action is taken, we must answer the question about what changes banks should make. In the scope of #PBWM client life cycle management, the evolving challenges such as increasing regulatory compliance, changing client expectations, and disintegrated data and document management, complicate the question. Do the changes with the highest degree of digital adoption yield the greatest impact? The answer is not that straightforward. Read our analysis and insights in the second article in the series: https://lnkd.in/eWuVG_is #ClientRetention #PrivateBanking #WealthManagement #CLM
Synpulse
Business Consulting and Services
We turn our clients’ strategy into value-creating reality. With expertise.
About us
Synpulse is an international management consulting and technology company, and valued partner of many of the world’s largest financial services providers.
- Website
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https://www.synpulse.com
External link for Synpulse
- Industry
- Business Consulting and Services
- Company size
- 1,001-5,000 employees
- Headquarters
- Zurich
- Type
- Partnership
- Founded
- 1996
- Specialties
- Tailor-made Core Banking Packages, Premium Pricing, Risk Optimization, Industrialization & Sourcing, Revenue-based Sales Controlling, Sustainable Process Management, Health Value Chain, Lean Client Relationship Management, Integrated Compliance, Insurance, Banking, Technology, Bespoke Engineering, Tech Advisory, and Ecosystem Partners Implementation
Locations
Employees at Synpulse
Updates
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Is there a market for the tokenisation of trade finance? In our paper jointly produced with Standard Chartered, it’s revealed that trade finance assets could be one of the top three tokenised assets globally. By 2034, the market for tokenised real-world assets is estimated to reach an astonishing USD 30.1 trillion. Download our paper to learn how tokenisation can revolutionise trade finance, close the trade gap, and unlock new opportunities for innovation and growth: https://ow.ly/n07r50SxBvm #Synpulse #StanChart #Tokenisation #Blockchain #DigitalAssets
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In case you missed it, episode 1 of the #PULSECheck podcast is up now! Dive into the future of an optimised wealth sector with our host Salomon Wettstein and special guest Yves Roesti. 🎧 Catch up on the first episode: Spotify https://lnkd.in/edhvqw6P YouTube https://lnkd.in/eej7Pp5f Vimeo https://lnkd.in/eU789jyF #Fintech #WealthTech #WealthManagement #FinancialServices #Podcast
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LinkedIn Live Event Recap: Unboxing #OutwardsReinsurance Transformation One week ago, Synpulse’s outwards reinsurance leaders embarked on an exciting journey with special guests from system provider Cenata to explore the dynamic world of outwards reinsurance.🚀 Here’s a snapshot of what we uncovered: ✨ Outwards reinsurance is a growing transformation topic for insurers and reinsurers. Triggers for change include: · Buying more reinsurance and needing to reduce risk from managing increased volumes · Opportunity for efficiency gains to improve performance · More ceded reinsurance technology options available today than 3-5 years ago ✨ Transformation is often driven by a cedent’s desire to shorten their close processes and make reporting more automated ✨ Getting the data right and embracing the new process are fundamental to a successful ceded reinsurance system replacement Missed the live event? No worries! You can catch up by watching the recording on the event page: https://lnkd.in/dD_pjBme Ottilie Hancock, Marc Bliesener, Matt B., Andrew Luckett, Nick Freer #InsuranceTransformation #Cededre #Cenata #Reinsurance #InsuranceTech #IndustryInsights
Join our next #LinkedInLive event as we delve into outwards reinsurance with special guests from #OutwardsReinsurance system provider Cenata. Discover our latest insights from the London Market and beyond, explore future insurer and reinsurer-ceded re needs, and learn from our real-world transformation experience. Don’t miss this opportunity to learn more about this critical topic. Save the date and get your questions ready for our experts! Ottilie Hancock, Marc Bliesener, Matt Baker, Andrew Luckett, Nick Freer
Unboxing Outwards Reinsurance Transformation
www.linkedin.com
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How can #ArtificialIntelligence (AI) enhance insurance advisors to both improve customers’ experience and the quality and comprehensiveness of their coverage? Synpulse’s article, co-written by a former agent, discusses how #AI can support and enhance advisors in their role: https://bit.ly/4bT8Ver Author and contacts: Jason Amayun, Director, Topic Expert of NEOINSURANCE® Matthias Blum, Associate Partner and Global Lead of NEOINSURANCE® Contact: Silvan Stuessi, Managing Partner and Global Head of Insurance #Neoinsurance #GenerativeAI #AIinInsurance #InsuranceInnovation #FinancialAdvisors #InsuranceAdvisors
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Banks need to recognise the future of #CLM in accelerating their digital journeys, not only to meet evolving regulations and the changing market needs, but to create seamless client experiences and unlock operational efficiency. Next-generation CLM unifies disparate systems and manual processes across business lines and geographies, driving global consistency and transforming how banks manage client lifecycles. This enhancement leads to improved operating models, deeper insights, and stronger client relationships. Our latest article series delves into the obstacles, trends, and opportunities we observe, offering actionable insights that help private banks mature their CLM journey. Read the first article: https://ow.ly/1Cr450SGS3J #PrivateBanking #WealthManagement #ClientLifecycleManagement
Maturing the CLM Journey: Challenges and Insights in PBWM
synpulse.com
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Did you know that 64% of consumers would switch to a different brand if their experience isn't personalised? This underscores the critical importance of delivering tailored digital banking experiences. As digital transformation reshapes the financial sector, adopting cutting-edge strategies is essential. Dive into our latest eBook, "Frictionless Future: Harnessing Data to Deliver a Personalised Customer Experience," created in collaboration with iSky Research. In this comprehensive benchmarking study, you'll discover: ✅ The digital transformation imperative: Why adopting a customer-centric approach is crucial for staying competitive. ✅ Success stories from leading banks: Learn from industry leaders like Trust Bank, Discovery Bank, BBVA, and Nubank on how they enhance customer satisfaction and engagement. ✅ Key areas for improvement: Identify opportunities for further enhancement in digital self-service channels, financial management, communication, and account services. ✅ Strategies for building a winning digital experience: Gain insights into best practices and golden rules for digital customer engagement. Get access to the full eBook here: https://lnkd.in/e684Ywag #DigitalTransformation #Banking #CustomerExperience #Innovation #FinTech
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The first episode of the #PULSECheck podcast is out now! Join our host Salomon Wettstein and special guest Yves Roesti, Managing Partner & CEO at Synpulse Group, as they talk about the democratisation of wealth in APAC. 🎧 Tune in to the full episode on: Spotify https://lnkd.in/esMJyad8 YouTube https://lnkd.in/eej7Pp5f Vimeo https://lnkd.in/eU789jyF #Fintech #WealthTech #WealthManagement #FinancialServices #Podcast
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Join our next #LinkedInLive event as we delve into outwards reinsurance with special guests from #OutwardsReinsurance system provider Cenata. Discover our latest insights from the London Market and beyond, explore future insurer and reinsurer-ceded re needs, and learn from our real-world transformation experience. Don’t miss this opportunity to learn more about this critical topic. Save the date and get your questions ready for our experts! Ottilie Hancock, Marc Bliesener, Matt Baker, Andrew Luckett, Nick Freer
Unboxing Outwards Reinsurance Transformation
www.linkedin.com
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📊 Help shape our upcoming LinkedIn Live event! We want your input on the biggest operational pain point in outwards reinsurance. Join us for "Unboxing Outwards Reinsurance Transformation" on 16th July at 4pm UK time to explore these challenges and their solutions! 🚀
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