Engaging with Synfinii

Asset Managers as Partners

Data and technology are more critical than ever to the success of your business. However, they alone hold no intrinsic value—their true worth lies in helping you achieve your desired outcomes. That’s why our team of professionals, combining technical and operational expertise—including first-hand experience in asset management—prioritizes listening and collaboration. From the moment we engage with you, we see you as a partner, not just a client. We are committed to configuring solutions that enable you to better understand your data and seamlessly integrate best-of-breed solutions essential to your success. This philosophy sets Synfinii apart from other partners and forms the foundation for long-term success.

To achieve the results we envision together, we’ve developed a proven approach to partnership. We invite you to join us on this journey by reflecting on these key questions before we begin.

What outcomes are you seeking?

We take this question seriously. Over 100 asset managers have realized valuable outcomes through Synfinii, and we are confident we can help your firm. However, that confidence depends on a clear understanding of your unique challenges and goals. Once we grasp your objectives, we’ll determine whether a Synfinii solution aligns with your desired outcomes. If we’re not the right fit or the projected ROI doesn’t align with your goals, we’ll point you toward alternative solutions—because we’d rather contribute to your success than add to the stories of underperforming technology investments.

What are your success metrics?

What drives your need for change? When the project is complete, how will you measure its success?

Too often, technology and data transformation projects fall short of their goals. At Synfinii, we believe our success is directly tied to yours. By understanding your success metrics upfront, we can tailor our recommendations to ensure they deliver the return on investment you expect.

Are we set up for a successful outcome?

Unsuccessful projects often fail before they begin due to misaligned resources or unclear expectations. To avoid this, Synfinii emphasizes mutual agreement on the key factors that drive success:

• Time: What is your timeline? Are you planning for long-term strategic transformation, or do you need immediate results? Synfinii helps firms achieve ambitious goals through manageable, phased steps.
• People: Who from your firm should be involved to best inform and execute the project plan? In turn, Synfinii ensures we have the right personnel to guide and deliver a solution that achieves your desired outcome. Collaboration begins with assembling the right team to define the vision, refine requirements, and execute the plan.
• Money: What level of investment is appropriate for the results you’re seeking? Does the scope of the project justify the desired return on investment? Every client engagement is unique. We work with you to assess the impact of your transformation and ensure the investment delivers measurable value.

How do we move forward?

Our process may differ from other partners, but we believe it fosters better outcomes. To ensure success, we ask key stakeholders to align with us in building a strong business case for moving forward with a digital transformation—or, if necessary, recognizing when it’s best to pause or adjust the project.

Let’s drive better outcomes together.