Financial Services

We’ll transform your business, so you can transform the Financial Services market

Founded in 2013, Synergi is more than just a cloud solutions provider, we’re your business transformation partner. Our mission is to provide you, wherever you are on your process excellence journey, with the opportunity to minimise risk, drive compliance, increase customer & employee satisfaction, and boost productivity. Providing solutions that best suit your needs and budget, quite simply we want to empower you to thrive as a modern financial services business – it’s what we live and breathe for at Synergi

Processes are at the heart of your organisation, providing structure and consistency to activities and performance and many of them are governed by
regulations, particularly with regards to onboarding, managing and offboarding clients and looking after their data. It’s essential therefore to ensure that your business processes are well thought out, fit for purpose, and well communicated to reduce risk, increase compliance and demonstrate to auditors that everyone knows what they should be doing, how and when.

In addition, where possible, intelligently automating your processes contributes greatly to eliminating human error and delays both of which in the worst can cause significant reputational damage. Paperwork or processes that normally take hours or days can happen in minutes and your teams will all do things the same way, without wasting time chasing signatures, emails or lost forms.

Our Financial Services Digital Brochure

Empowering the Financial Services sector to be fit for the future.

Take a look at our Financial Services brochure to see how we can help you

See how we could help transform your business

Digital automation video

Watch now

How we help businesses like you

Our mission is to provide you with with the opportunity to create business effectiveness, deliver process excellence, increase employee satisfaction & boost productivity.

Arrange your free consultation

Some of our recent in-sector engagements

What can we do?

Cloud Solutions - Transform your processes with Synergi's team of cloud solution experts
Managed Services - Synergi offers a fully outsourced model or a co-managed approch
Business Applications - Supporting you with integration & utilisation of Microsoft Dynamics 365

How can automation help you?

Mobile apps and forms

Digital forms and mobile app capabilities eliminate the need for paper-based processes allowing easy data capture from just about anywhere.

Workflow automation and RPA

Workflow automation can automate repetitive, boring tasks, transforming processes to work for you and opening time up for users to spend more productively.

Document Generation and e-signature

Document generation allows you to build rich, detailed and informative documents, with data collated from multiple sources into your choice of formats: Word, Excel, PowerPoint and PDF.