Loading Solution...
Digital Onboarding Solution
AI-empowered onboarding for complex financial services journeys
Digital Onboarding helps financial institutions design and implement onboarding journeys that go beyond standard digital retail flows. Combining deep business and process expertise with seamless system integration and AI-powered automation, Synpulse8 enables onboarding for private clients, corporate clients, trusts, external asset managers, brokers, and other complex financial services scenarios.
CHALLENGE
Why complex onboarding needs a different approach
Standard onboarding does not cover complex business needs
Disconnected systems slow down onboarding
Manual document handling limits scalability
Compliance and customer experience must work together
OUR SOLUTION
A business-specific, AI-empowered onboarding solution
Key Capabilities
Seamless integration
Business-specific onboarding
AI-powered automation
Use Case from the
Banking Industry
Data capture
Document intake and AI-supported extraction
Identification and KYC
Workflow and approval
Contract creation and signing
System integration and opening
BENEFITS AT A GLANCE
Business Impact
Handle complex onboarding scenarios
Accelerate onboarding through AI automation
Integrate seamlessly with existing ecosystems
Improve data quality and process transparency
Strengthen compliance without slowing down the journey
Build a scalable onboarding architecture
Powered by PULSE8 and PULSE8.ai
Speak with an expert
Salomon Wettstein
Managing Partner, CEO Synpulse8
Salomon leads Synpulse’s North Asia market and serves as Co-CEO of Synpulse8, driving growth strategies, business transformation, and digital innovation across APAC, Greater China, and global markets. As sponsor of PULSE8.ai, he champions agentic AI to accelerate digital transformation and deliver next-generation solutions.
Marco Fell
Partner and Global Head of Health Insurance
Marco leads Synpulse’s health insurance team, driving transformation across strategy and operations in response to regulatory and technological change. He specialises in operational excellence, claims management, and target operating models, with a strong focus on digitalisation, AI, and agentic AI to enhance efficiency and effectiveness in core health insurance processes.
Philipp Mächler
Partner
Philipp, Founder of Synpulse’s engagement banking practice and currently involved in the creation of a new bank in Switzerland, advises leading financial institutions on digital propositions and platform transformations from strategy to implementation. With expertise in the creation of Swiss booking centres and operating models, mobile banking, open APIs, and core banking systems, he leverages his consulting and technology background to connect best-in-class financial services.
Salomon Wettstein
Managing Partner, CEO Synpulse8
Salomon leads Synpulse’s North Asia market and serves as Co-CEO of Synpulse8, driving growth strategies, business transformation, and digital innovation across APAC, Greater China, and global markets. As sponsor of PULSE8.ai, he champions agentic AI to accelerate digital transformation and deliver next-generation solutions.
Marco Fell
Partner and Global Head of Health Insurance
Marco leads Synpulse’s health insurance team, driving transformation across strategy and operations in response to regulatory and technological change. He specialises in operational excellence, claims management, and target operating models, with a strong focus on digitalisation, AI, and agentic AI to enhance efficiency and effectiveness in core health insurance processes.
Philipp Mächler
Partner
Philipp, Founder of Synpulse’s engagement banking practice and currently involved in the creation of a new bank in Switzerland, advises leading financial institutions on digital propositions and platform transformations from strategy to implementation. With expertise in the creation of Swiss booking centres and operating models, mobile banking, open APIs, and core banking systems, he leverages his consulting and technology background to connect best-in-class financial services.
Jieke Pan
Chief Technology Officer
Jieke, CTO at Synpulse8, leads the global technology vision and engineering strategy. With over 20 years of experience in digital transformation and enterprise architecture, he drives the PULSE8 platform's evolution, delivering scalable, AI-enabled solutions that accelerate innovation and create transformative, client-centric digital experiences.
Ready to rethink complex onboarding?
Speak with our experts to explore how Synpulse8 can help you build AI-empowered onboarding journeys that combine deep business expertise, seamless integration, and scalable automation.
