Our Services
Our guiding principle is “Efficient implementation of tailored solutions for our clients.
This credo reflects both our clients’ expectations and the breadth of our service offering.
We specialise in process and organisational consulting, as well as digital transformation in asset management.
Organisational, process and strategy consulting in asset management
Holistic management consultancy for the digital era
We offer comprehensive consulting services to make your company fit for the future:
Organisational consulting
Design and implementation of complex organisational and process management projects (agile and waterfall).
Process consulting
Design, introduction and implementation of new, innovative business processes and optimisation of existing business processes. Development and implementation of new business models.
System consulting (IT)
Automation of processes by evaluating, selecting or designing customised software systems and services in asset management. Responsibility for assuming product ownership roles or the function of Scrum Master for the efficient management of agile teams.
Digitalisation of process chains
The digitalisation of process chains requires in-depth process and market knowledge in order to increase efficiency in a targeted manner. We develop future-proof strategies, utilise the latest technologies and focus on AI strategies, data analysis and data management.
-management.
Our focus is clearly on operational issues, for example:
- Selection and implementation of front and back office solutions
- In- and outsourcing
- Process implementation and optimisation (front, middle and back office)
- Development of AI solutions and use cases
- Implementation of AI in business processes
- Waterfall and agile project management methods
- Development of customised concepts for software solutions and project management, implementation
- Review and development of risk management concepts and performance measurement
- Securities conception and issuance (e.g. fund issuance, securities issues, IPO)
- German Securities Trading Act (WpHG)-Compliance, KYC, AML
- Trading systems in banks
- Fund trading and distribution
- Data management and analysis, big data concepts, market data management
- Implementation of regulatory requirements at organisational and IT level
- Information security (ISB)
- Sustainable Finance (ESG)
Fund establishment
Our extensive experience supporting capital management companies across Europe has led institutional investors to approach us for assistance in launching funds in Luxembourg. We exclusively support reputable projects, subjecting each investor to thorough due diligence. This rigorous approach ensures that we initiate only sustainable and reputable investments.
We guide our clients through the entire structuring process, recommend appropriate investment vehicles, and assist with applications to the national supervisory authority, the CSSF (Commission de Surveillance du Secteur Financier). Where required, we also support the selection of business partners, including legal and tax advisors, directors, management companies, and custodian banks.
Other core services
In addition to the areas mentioned above, we offer a comprehensive range of additional services specifically tailored to the needs of financial service providers:
AI in the banking and finance sector: Our perspective at Syngeon
The evolution of digital customer experiences in other industries has led to continuously rising customer expectations in the banking sector as well. Today’s customers are accustomed to the advantages of digitalisation and expect comparable standards from their banks. To meet these evolving demands,
financial service providers must transform into hybrid banks. This shift unlocks significant growth potential, enhances efficiency, and reduces costs.
At Syngeon, we recognize the exponential advancement of artificial intelligence (AI) as a key driver in establishing new benchmarks within the banking and financial sector, while also enabling efficient compliance with increasing regulatory requirements. AI empowers us to strengthen customer loyalty through exceptional service and to automate compliance processes, thereby increasing both reliability and efficiency.
Strategic use of AI for sustainable success
In a constantly changing regulatory environment, banks and financial service providers are increasingly required to remain compliant without losing their competitiveness. At Syngeon, we are convinced that the strategic integration of AI, such as through the use of chatbots and RegTech solutions, is crucial in order to fully exploit optimisation and innovation potential while ensuring compliance with legal requirements.
Compliance and automation: efficiency through AI
Compliance departments are faced with the challenge of managing a variety of complex tasks, from IT security and sanctions screening to ESG requirements. Traditionally, these requirements lead to an increase in bureaucracy and rising costs. Our AI solutions offer a way to automate recurring and time-consuming tasks. This allows employees to focus on critical areas while AI processes large amounts of data in real time to identify compliance risks faster and more accurately. One example of this is AI-supported sanction screening, where systems automatically flag conspicuous transactions and inform employees for further review.
Challenges and transparency in the use of AI
Despite the many advantages, the use of AI also brings challenges, such as a lack of expertise and a lack of transparency in so-called ‘black box’ processes. At Syngeon, we rely on state-of-the-art algorithms that make it possible to open these ‘black boxes’ and thus ensure explainability and transparency. This approach not only helps to fulfil regulatory requirements, but also strengthens trust in AI-based systems.
AI Regulation: Framework conditions for the use of AI in the financial sector
The European AI Regulation (AI Regulation) further specifies the legal framework for the use of artificial intelligence in the financial sector. The AI Regulation is intended to ensure that AI systems are used transparently, safely and fairly. It places special requirements on high-risk AI applications, which include many systems in the financial sector. At Syngeon, we take these developments very seriously and design our AI solutions in such a way that they not only comply with current legal requirements, but are also future-proof. Our technologies enable financial service providers to fulfil the new regulatory requirements while taking full advantage of AI without jeopardising compliance.
Our partners
