Synpulse and BetterTradeOff partner to transform financial planning in Asia

The partnership brings Synpulse’s deep knowledge and expertise in financial services to BTO

Hong Kong and Singapore, 29 October 2020 | Synpulse and BetterTradeOff (BTO) have announced a strategic partnership, combining Synpulse’s global management consultancy expertise in the financial services space with BTO’s digital solutions that simplify and demystify financial planning.

As consumer behaviour continues to shift, financial institutions recognise the need to accelerate the development and adoption of digital solutions to make financial planning accessible to customers across all segments. The Synpulse-BTO partnership brings together Synpulse’s knowhow in digital transformation, data analytics, and its regulatory and advisory capabilities, with BTO’s innovative financial planning platform that allows financial institutions to build a unique sales channel and deeper customer engagement through a seamlessly integrated financial planning journey from start to end.

«The needs and expectations of wealth clients have shifted with the democratisation of wealth and accelerating disruptive forces. The next generation of investors prefers digital solutions, demands convenience, and desires transparency and control over their finances,» said Salomon Wettstein, Managing Director and Partner of Synpulse Hong Kong. «Our partnership with BTO will provide leading-edge solutions to both traditional and challenger banks, and insurance companies, enabling them to address the under-served segments and gain customer trust, while shifting away from product push towards holistic financial planning.»

«Making sound financial planning a reality for everyone means building a solution that is available in more countries and to millions of more people,» said Laurent Bertrand, Co-Founder and CEO of BTO. «Partnering with Synpulse brings deep industry understanding and exceptional tech support capabilities that are critical to this mission.»

This partnership reiterates BTO’s global expansion plans, where most recently the Singapore FinTech announced the addition of veteran international entrepreneur Jeremie Bonnin to its Board.

The collaboration also emphasises Synpulse’s commitment to innovating and shaping the future of wealth management in Asia. It is one of the many ways Synpulse is supporting financial institutions in reinventing their customer experience and support models through digitisation.

BTO will join the Synpulse ecosystem of over 100 partnerships that offer access to technologies and delivery capabilities that help Synpulse teams deliver transformative results. The connection of Synpulse’s 500 experts globally with BTO’s white-label enterprise solutions represents a step-change in the way both organisations revolutionise and address the evolving needs of the market.


About Synpulse
Synpulse is an internationally established management consulting company and valued partner of many of the world’s largest financial services providers. Since its founding in 1996, Synpulse has been supporting banks and insurers along the entire value chain; from the development of strategies and their operative realisation, to technical implementation and hand-over. Synpulse is characterised by in-depth industry knowledge and the passion and commitment of its more than 500 employees, who come from more than 20 countries. Synpulse is represented with locations in Zurich, Geneva, Frankfurt, Dusseldorf, Singapore, New York, Hong Kong, London, Sydney, Bratislava, Manila and Jakarta.

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