New York, 10019-3326, NY,
United States
Synpulse USA
Synpulse USA, a prominent reseller, system integrator, and consulting company, that plays a vital role in numerous system integration and digital transformation initiatives. Synpulse USA collaboration with software players such as NEC Corporation empowers organizations to embrace disruptive technologies and accelerate their journey to the cloud, thus reshaping their business models.
| Reseller and SI | Vendor | Application | Category | Market |
|---|---|---|---|---|
| Synpulse USA | NEC Corporation | Avaloq Wealth Client Service | CRM and Investor Relationship Management | Investment Management |
| Synpulse USA | NEC Corporation | Avaloq Wealth Client Onboarding | Investor Onboarding | Investment Management |
| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Product | Category | When | Insight |
|---|---|---|---|---|---|---|---|---|---|---|
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Royal Bank of Canada | Banking and Financial Services | 96628 | $48.6B | Canada | NEC Corporation | Avaloq Wealth Client Service | CRM and Investor Relationship Management | 2022 |
In 2022, Royal Bank of Canada expanded its partnership with Avaloq and NEC Corporation to move RBC Wealth Management’s Asia wealth platform to Avaloq Wealth Client Service in the CRM and Investor Relationship Management category. The engagement targeted modernization of front-office CRM and advisory workflows including RM Workplace and Investment Advisory, focused on relationship managers and client web and mobile channels across Hong Kong and the wider Asia region.
The deployment used Avaloq Wealth Client Service as a cloud based SaaS public cloud platform, centralizing RM Workplace and Investment Advisory modules within a single front office stack. Configuration work emphasized CRM workflow orchestration, advisory workbench configuration for relationship managers, and client portal exposure for web and mobile channels to support personalized advice delivery and faster advisory interactions.
Synpulse USA served as the supporting technology partner for implementation and integration activities, working alongside Avaloq and RBC to operationalize the front office stack. The engagement scope covered Hong Kong and the wider Asia region, with integrations focused on client facing web and mobile channels and the advisory tooling surface used by RMs.
Governance emphasis was placed on standardizing front office processes and advisory workflows under the Avaloq Wealth Client Service environment, with implementation coordination between RBC Wealth Management teams, Synpulse USA, and Avaloq SaaS operations. The program was presented in 2022 with a live date estimated at roughly one year after announcement, and was designed to increase agility, scalability and personalized advice delivery rather than to declare post go live outcomes.
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Rbc Wealth Management Hong Kong | Banking and Financial Services | 150 | $60M | Hong Kong | NEC Corporation | Avaloq Wealth Client Onboarding | Investor Onboarding | 2022 |
In 2022, Rbc Wealth Management Hong Kong adopted Avaloq Wealth Client Onboarding as part of a broader initiative to provision its Asia wealth platform on Avaloq SaaS and to modernize front-office capabilities. The deployment used Avaloq SaaS public cloud as the operational backbone for front-office and client lifecycle functions across the region.
Implementation focused on front-office modules including RM Workplace and Investment Advisory alongside the Avaloq Wealth Client Onboarding capability, aligning customer intake, Know Your Client workflows, and advisor orchestration within the Investor Onboarding category. Configuration emphasized workflow orchestration, digital client touchpoints, and role-based access controls for relationship managers and advisory teams to operationalize client lifecycle management.
Synpulse USA served as a supporting implementation partner coordinating configuration, testing, and rollout activities across Hong Kong and regional operations. The program targeted front-office business functions and client digital channels to improve relationship manager efficiency and client engagement, with governance and process design aligned to Avaloq SaaS operational controls and standard onboarding process workflows.
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Buyer Intent: Companies Evaluating Synpulse USA Services
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