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At Pinnacle Solutions, we focus on you, your needs, where you are today, and where you want to be tomorrow.

From custom financial software solutions and IT consulting to integrating our Synergy suite of banking, insurance, medical and corporate applications with existing infrastructures and ERP systems, we believe in working with you to drive results while maximizing your technology investment. 

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Our software can be implemented on our clients systems or by using our state of the art cloud based infrastructure.

 Cloud based solutions are available to clients utilizing our software as well as clients who express interest in PSI's fully managed cloud based services 

Synergy Overview

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  • Enterprise Core Validation ensures that data integrity is constantly maintained


 • Funds transfer platform allows SWIFT integration with auto generated messages


 • Full audit trail/history with automatic archiving and scalable to handle volume changes


 • Dashboard work flow management allows for a full view of all current operations 


Intuitive XML web based interface that is integrated with Word, Excel & Adobe for presentation

 • Allows multiple currencies, multiple languages & settings for multiple branches and users 

 

Integrated Documents Systems for uploading/updating/customizing documents, easy error remediation and tracking of current statuses


• General ledger posting


Customizable interface/presets and the ability to set permissions based on user access levels


Encrypted cloud hosting and password encryption that enforces strict rules on content, history and expiration

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Learn about what we can do for you

Synergy Banking Suite

Synergy Banking Suite

Synergy Banking Suite

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General Features

• Accounts 

• Core Data Management

• Facilities & Limits

• Foreign Exchange

• Funds Transfer

• Loans & Deposits

 • Trade Services  

Corporate Solutions

Synergy Banking Suite

Synergy Banking Suite

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General Features

 • Collections

• Documents

• Financing

 • Guarantees  

• Letters of Credit

• Limits & Facilities 

• Open Accounts

• Presentations & Payments 

• Security

Trade Finance

Synergy Banking Suite

Trade Finance

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General Features

• Collections

• Documents

• Financing

• Guarantees  

• Letters of Credit & Standby

• Limits & Facilities 

• Open Accounts

• Presentations & Payments 

• Security

Trade Finance

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Additional Products

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Synergy Collateral

 • Electronic collecting/tracking/reporting of collateral data & account balances

 • Process collateral held in various financial instrument types

 • Normalize multiple data sources

 • Secure online database storage


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