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We developed Wealth Tech Accelerators to provide innovative solutions to current challenges in the Wealth Management Domain.

Synechron’s proprietary FinLabs serve as innovation hubs. We invest the time and conduct the research necessary to understand clients’ most pressing business challenges. Our experts then strategize cutting-edge technologies to solve these challenges.

We promote innovative ways to drive business efficiencies, support enhanced operations and accelerate their digital transformation. We ideate, engineer, and implement operational platforms, digital applications, and data science tools to empower the businesses we work with.

Key Benefits of WealthTech

Stay ahead of the game in your Wealth Management division

Advanced data
analytics

Develop potent new solutions and produce well-informed investment plans by combining Artificial Intelligence, sentiment analysis, client behavioral targeting, historical data analysis, predictive analytics, and other strategies.

Increase client
engagement

Offer new digital experiences to clients through gamification, augmented reality (AR) and virtual reality (VR), smart investor portals, engaging dashboards, transparent and personalized solutions, and enhanced automation.

Discover untapped potential by optimizing pricing

Establish a transaction-generated fee structure and improve advisor incentivization. Evaluate the potential impact of fee changes vs. the likelihood of a positive or negative client relationship outcome. Offer transparency, benchmarking, and insight on advisory fees.

Enhance regulatory compliance

Closely monitor explicit and implicit client behavior and capture variations as regulations and company-specific rules evolve. Reduce compliance costs and prevent costly legal/compliance errors which lead to lawsuits.

Client Prospecting

Client Prospecting

Our accelerator for Client Prospecting takes a data-driven approach by using internal and external data sources to identify prospective clients, thereby enhancing the quantity and quality of leads. Enhance your ability to perform client prospecting by leveraging Artificial Intelligence and Data Science analytics to automate the process of identifying high-value leads.
  • Intuitive, user-friendly dashboard, customizable attributes and prospect tracking
  • Self-learning and auto-adjusted models based on underlying data
  • Increased efficiency by focusing on high-quality leads
  • Derive maximum benefits from existing paid data sources
Client Onboarding

Client Onboarding

A streamlined, straight through processing (STP) experience where Natural Language Processing (NLP) and Optical Character Recognition (OCR) automatically process the application for a seamless customer experience. This tool uses Artificial Intelligence to assist in determining a document's intent, thereby reducing complexity and increasing efficiency.
  • Capability to process both structured and unstructured documents
  • Reduce manual work required to gather, assess, and validate documents
  • Establish an easy, frictionless client experience
  • KYC, AML and fraud reduction solutions
Efficient Suitability

Efficient Suitability

Our accelerator for Efficient Suitability builds a complex Rules Engine backed by data analytics, Artificial Intelligence and Machine Learning by leveraging current client profiles, securities characteristics, and internal wealth management rules for adaptive suitability controls.
  • Provides suggestions for suitable investments and historical data store based on client data patterns, and behavior
  • Enhances client experience and satisfaction
  • Reduce risk of litigation and improves near-real time regulatory compliance
  • Establishes a credible and documented audit trail
Pricing Insights

Pricing Insights

Our Pricing Insights solution utilizes a data analytics-driven engine to extract the knowledge required to optimize client fee pricing across an organization. This accelerator provides intelligence, benchmarking, and transparency regarding advising fees to support customer protection laws while optimizing returns.
  • Intelligent data on fee tolerance limits, drop-off points, and historical client acquisition statistics
  • Easy-to-understand graphical, multi-user dashboards, and real-time analytics
  • Advisory pricing decisions driven by logical clustering
  • Improve business economics by identifying hidden pricing inefficiencies
Asset Tokenization Part 1

Asset Tokenization Part 1

Synechron’s Tokenized Assets Management Platform is a clickable Invision prototype demonstrating the asset management dashboard and the way smart contracts would function in instances such as compliance and asset transfer.
  • A futuristic view of asset management
  • Explores digital tokens to fractionalize ownership of ‘real’ assets (property, jewelry, art)
  • A clickable prototype as well as a video prototype pioneering business and technology
  • Expertise of our business analysts, blockchain experts and user experience designers
Asset Tokenization Part 2

Asset Tokenization Part 2

Synechron's modular Asset-backed Coin Offerings platform enables public token issuances with traditional fundraising features not yet accessible in Asset-backed Coin Offerings. It allows issuance for a percentage of coins or tokens in exchange for cryptocurrencies on a permissionless global blockchain.
  • Supports new ways of capital raising while maintaining compliance
  • Decentralized exchanges offer peer-to-peer marketplace on the blockchain
  • Complete interoperability with Ethereum wallets and smart contracts
  • Lower cost issuance and corporate actions
Smart Statements

Smart Statements

Our Smart Statements solution gives customers and advisers access to highly customized and interactive statement views, along with an integrated portfolio management toolkit. Deep investment analysis, interactive graphical statements, and personalized insights come together to create a modern and engaging client experience.
  • Achieve greater transparency and heightened insights
  • Elevate client engagement, and enable client benchmark configuration
  • Enhance advisory services with automation and customized portfolio viewing
  • Increase profitability through new revenue opportunities
VR Wealth Journey

VR Wealth Journey

Gamify the investment experience between advisors and clients via dynamic portfolio visualization to encourage investors to understand the advantages of disciplined investing. Create a financial journey by answering yes/no questions on financial scenarios, risk analysis, and objectives through integrated analytics. Embark on a personalized, VR-simulated voyage to witness the financial future.
  • Dive into an immersive experience and determine goals based on insights
  • Introduce Wealth Management to a new audience/demographic
  • Analyze current monetary goals in conjunction with client lifestyle goals
  • Enhanced portfolio visualization and greater involvement with retirement planning outcomes
Relationship Management Dashboard

Relationship Management Dashboard

The Relationship Management Dashboard Accelerator is powered by Conversational UI that allows for complete integration across systems and data sources related to key operational interactions with clients. Artificial Intelligence enables investment recommendations via bot. Embrace the future of investment management.
  • Natural Language Generation used to produce a portfolio summary
  • Virtual assistance for managing meetings and enhanced automated processes
  • Intelligent concierge wizard that allows client-related operations
  • Analyze high-risks, spot high-opportunity clients and offer personalized experiences

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