Connecting expertise, driving results

AI for Banking

From strategy and governance to platforms, accelerators, and implementation, we help banks design, build, and scale AI safely across Retail and Wealth banking.

1. Why Synpulse

A specialist partner for Agentic AI in regulated banking

Synpulse: 30+ Years in Financial Services

  • 30+ years’ focused track record in financial institutions, supporting leading banks across change initiatives and multiple functions.
  • Globally integrated firm with strong scale and reach, operating across 21 locations with 1,100+ employees and delivering from strategy to implementation.

We don’t just advise on AI, we built it ourselves

  • With PULSE8.ai, Synpulse has developed its own enterprise-grade, banking-ready AI platform — not a theoretical concept.
  • Because we designed, built, and operate PULSE8.ai, we know where AI initiatives fail in practice: from data quality to governance, integration, and adoption.
  • This gives our clients a de-risked shortcut from idea to production, avoiding costly pilots that never scale.

Deep process & domain understanding, not generic AI

  • Synpulse combines financial services process expertise with Data & AI engineering.
  • We understand how client processes actually work end-to-end, allowing us to embed AI where decisions are made, not as a bolt-on analytics layer.
  • Our AI solutions are designed around real operational workflows, regulatory constraints, and trust requirements.

Consulting-led AI: value first, technology second

  • Synpulse’s Data & AI approach starts from business value and decisions, not models or tools.
  • We apply a value-driven AI discovery and readiness methodology, bridging the gap between strategy and execution.
  • This ensures that our clients invest in AI use cases that are feasible, trusted, and scalable — not experimental tech showcases.

Built for production, governance, and scale from Day 1

  • Our architectures are production-first, with governance, security, and human‑in‑the‑loop controls embedded into data and AI pipelines.
  • PULSE8.ai is LLM-agnostic, cloud‑native, and designed for regulated, mission‑critical environments.
  • We leverage best‑of‑breed hyperscaler technologies where they make sense, without reinventing the wheel.

End-to-end partner

  • Synpulse delivers strategy, data foundations, AI design, and implementation as one integrated journey.
  • Our clients benefit from accelerated POCs, reusable patterns, and proven operating models, backed by global engineering capabilities.
  • Result: AI that gets adopted, delivers impact, and evolves with the business.
2. Our AI Offering

An end‑to‑end agentic AI offering, from strategy and governance to industrialised delivery

Three integrated building blocks that take you from first ideas to scaled, governed delivery.

01
Foundation
Establishing decision clarity, governance, and operating foundations for safe, scalable Agentic AI in banking

Education & Enablement and Advisory Services tailored to regulated banking.

Education & Enablement
Executive AI Training Lab

Hands‑on training enabling senior leaders to understand, challenge, and steer agentic AI initiatives.

GenAI & Agentic AI in Banking Training

Practical, banking‑specific training covering agentic patterns, risks, governance, and adoption.

AI Strategy & Value Discovery
AI Strategy Sprint

Decision‑driven engagement defining AI ambition, boundaries, priorities, and explicit trade‑offs across the AI transformation roadmap.

AI Value Discovery

Structured identification and prioritisation of agentic AI use cases across the banking value chain.

AI‑Centric / AI‑Native TOM Design

Redesigning organisation, processes, governance, and technology with AI as a core capability.

AI Governance & Risk
AI Governance & Risk Framework

Defining autonomy boundaries, Human‑in‑the‑Loop controls, and audit‑ready AI governance.

AI Agent Assessment
Synpulse AI Agent Assessment Framework

The framework evaluates AI agents beyond technology, assessing business logic, policy fidelity, risk controls, and operational readiness in regulated environments. It is modular and can be applied as a standalone assessment or as an entry point into broader AI transformation programs, structured across six assessment pillars:

  • Business Domain & Policy Benchmarking: Validate that business rules and policies are correct, current, and aligned with regulatory and industry standards.
  • Prompt Engineering & Knowledge Codification: Check that policies, exceptions, and escalation logic are explicitly and robustly encoded into prompts and reasoning.
  • Model & Agent Configuration: Assess model choice, key parameters, and the agent’s autonomy level (assistive vs decision‑support vs execution).
  • Testing & Evaluation Strategy: Review test design, edge‑case coverage, synthetic data usage, and validation against real‑world scenarios.
  • Risk, Security & Control Framework: Evaluate logging, access controls, safety mechanisms, and alignment with internal model risk and compliance expectations.
  • Monitoring, Feedback & Incident Management: Define live monitoring, error handling, escalation paths, and continuous improvement loops.
Technology & Architecture Advisory
AI Technology & Architecture Advisory

Independent guidance on platforms, data foundations, vendors, and ecosystem choices.

02
Accelerators
Proprietary banking assets, agentic use cases, and technology accelerators to move from strategy to execution

Agentic AI use cases, accelerators, and knowledge assets, powered by PULSE8.ai.

Agentic AI Use Cases (PULSE8.ai‑based)
Agentic AI Use Cases Library (PULSE8.ai)
  • K8 – A cloud‑native, governance‑first AI advisory platform for financial services that embeds directly into banking systems to deliver real‑time insights, next‑best actions, dynamic UI generation, and compliant client engagement across the full wealth lifecycle.
  • Source of Wealth Assistant – Guided agentic workflow supporting SoW creation, consolidation across sources, and automated quality checks.
  • Policy & Compliance Assistant – Assistant providing instant, policy‑aligned answers to regulatory and procedural questions with traceability.
  • Voluntary Corporate Actions – Automated generation of events from prospectuses and SWIFT messages with guided human verification.
  • Asset Transfer (Free of Payment) – Agentic automation extracting, validating, and posting transfer instructions into Avaloq, including asset creation.
Agentic AI Technical Accelerators
Content Retrieval Toolkit

Agent‑focused retrieval combining web search, intelligent crawling, and vector‑based document retrieval.

Next‑Generation Agentic IDP Toolkit

LLM‑powered extraction of high‑specificity information from complex, multi‑format, unstructured documents.

Quality Assurance (QA) Module

Self‑healing mechanism detecting malformed outputs and guiding models with corrective feedback.

Knowledge & Design Assets
Agentic AI Use‑Case Portfolio

Curated banking use cases across Retail, Wealth, Compliance, and Operations.

AI Value Discovery Canvases

Standardised frameworks covering business value, feasibility, risk, and time‑to‑value.

AI‑Native TOM Blueprints

Reusable operating‑model patterns tailored to regulated banking environments.

03
Implementation
Co‑developing and industrialising agentic AI solutions in regulated, mission‑critical banking environments

Platforms, products, sandbox environments, and delivery capabilities to take use cases into production.

PULSE8.ai Platform & Core Components
PULSE8.ai – Enterprise‑grade Agentic AI Platform

A modular, LLM‑agnostic platform purpose‑built for regulated banking.

  • Keystone (Agent Orchestration Core) – Orchestrates end‑to‑end agentic workflows across systems, processes, and decisions.
  • SwissKnife (Enterprise Agent Tools Layer) – Secure toolset enabling agents to interact with banking systems, data, and workflows.
  • Cortex (Knowledge & Context Layer) – Governed vector and knowledge layer providing contextual intelligence to agents.
  • Nexus (Agent Prototyping Environment) – Lightweight environment for rapid design, testing, and validation of agentic use cases.
  • Boundra (Safety & Governance Layer) – Enforces autonomy limits, HITL checkpoints, and policy compliance.
  • Lucid (Observability & Audit Layer) – Provides traceability, logging, and explainability for regulatory and audit review.
Secure Experimentation Environment
PLAIGROUND – Secure Agentic AI Sandbox

Governed environment for prototyping and co‑creating agentic AI use cases, deployable as Synpulse‑hosted or client‑managed (cloud / on‑prem) and designed to accelerate experimentation while preventing shadow AI.

Delivery & Industrialisation
Delivery & Industrialisation
  • End‑to‑End AI Project Management: Guide agentic AI projects from PoC through pilots to production and enterprise‑scale rollout, including integration into core banking, CRM, data, and operational systems.
  • Agentic AI Platform & Data Infrastructure: Design and deploy a central, scalable platform for agentic AI use cases across domains, supported by data engineering and AI pipelines for structured and unstructured data consumption.
  • Governance & Quality Assurance: Establish an AI Delivery Excellence Office for governance of delivery quality, backlog management, KPI tracking, and value realization, alongside comprehensive testing, validation, and audit support to ensure performance, compliance, and audit‑readiness.
3. Our Project References

Selected Agentic AI & Automation Credentials

Global Universal Bank (APAC)

Independent AI Agent Assessment Framework for Source of Wealth

Independent assessment of an AI‑enabled SoW agent embedded in the client's CLM platform, covering policy benchmarking, prompt engineering, testing strategy, security controls, monitoring, and incident management to elevate the solution to enterprise‑grade standards.

Global Universal Bank (Europe)

GenAI‑powered corporate actions notifications

Successful PoC automating and improving the accuracy of corporate‑actions notifications to clients and relationship managers, significantly reducing manual workload and regulatory risk.

Global Financial Institution (Americas)

Agentic document ingestion and structuring

GenAI‑driven ingestion and normalization of unstructured client documents, enabling automated generation of structured data with up to 90% efficiency gains.

Global Financial Institution (Europe)

AI‑based data lineage automation

Use of LLMs to map attributes across complex datasets, shortening data‑model update cycles and improving accuracy through semantic mapping.

Tier‑3 Private Bank (Europe)

Time‑critical KYC data extraction

Rapid extraction and structuring of legacy client documents using Intelligent Document Processing (IDP), enabling compliance teams to meet regulatory deadlines.

Global Private Bank (APAC)

COO‑level Executive AI Training Lab (Agentic AI)

Design and delivery of a hands‑on, COO‑level AI Training Lab focused on agentic AI concepts, governance, and practical application, including live agent‑building exercises in a secure sandbox environment.