Financial Services

Facing disruptive technologies, low-interest rates, increasing compliance burdens, and an evolving set of distribution channels, it is challenging for financial institutions to gain a competitive edge in such a rapidly-changing complex global industry.

Synygy provides consulting, technology, and outsourcing services that deliver the expertise, tools, and processes for reducing operational costs, aligning channels, and managing risk that enable financial services companies to shift the focus of their sales operations from maintaining systems and process administration to driving sales force productivity.

Synygy solutions enable financial institutions to:

  • integrate, validate, and manage all data sources throughout channels and lines of business within a single, auditable, and secure repository
  • automate business processes to improve operational efficiency and control costs
  • utilize analytics to identify trends and gain insight into cross-channel sales performance
  • improve sales effectiveness through reports, analytics, dashboards, and trigger-based alerts that provide actionable information to all channels
  • forecast expenses to maximize profitability and ensure adherence to industry and regulatory requirements


Case study: Border Crossing Banking Giant
Case study: Financial Giant Reduces Payment Variance
Download: Financial Services Overview



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