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Outdated procedures and duplicative processes take up more time and can produce a litany of errors.

Manual processes can lead to increased human miscalculations as well as higher operational risk.

PSI's specialized software will eliminate the need for excessive steps to get the job done and in doing so reduce errors.

With PSI, you receive proven technology that is implemented in 26 countries throughout Europe, Asia and North America.

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Synergy Collateral

Receive and consolidate account data from any bank

• Daily processing/tracking

• Handles deposit balances, collateral, FDIC coverage, investment value securities, LoCs and more

• Compatible with and without SWIFT connectivity


• Fully integrated with Windows & other Microsoft products (e.g. Excel, Outlook, Word, Acrobat, Crystal reporting)

• Design is completely scalable and Internet enabled

• Compliant with ISO 20022, SWIFT message formatting & XML standard messaging

• Securely exchange data/documents with financial institutions and correspondent banks

Handle data from multiple banks in one system

Handle data from multiple banks in one system

Handle data from multiple banks in one system


Synergy's Collateral Application allows for electronic collecting, tracking and reporting of all collateral data held across multiple banks and custodial institutions. 


 Process data for collateral held in financial instrument types including DDA, Letters of Credit (LOC), CDs, Money Market accounts, cash holdings and other various securities. 



Handle data from multiple banks in one system

Handle data from multiple banks in one system

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Synergy Account Management

Effectively Manage your Banking Relationships

• Banking solutions with or without SWIFT connectivity

• Daily processing/tracking for bank account tracking & organization

• Analyze & reconcile bank fees

• Identify variances to assist in comparing and optimizing your institutions banking costs


• Fully integrated with Windows & other Microsoft products (e.g. Excel, Outlook, Word, Acrobat, Crystal reporting)

• Design is completely scalable and Internet enabled

• Compliant with ISO 20022, SWIFT message formatting & XML standard messaging

• Securely exchange data/documents with financial institutions and correspondent banks

File Transfers Made Simple

File Transfers Made Simple

File Transfers Made Simple

Utilizing standard communication methods such as SFTP & SWIFT, Synergy will collect the appropriate files from your financial institutions, allowing for quick and effective transfers of data.


Synergy can translate multiple files such as PDF, CSV, BAI, Excel, txt and many other data formats as well as standard statements and SWIFT messages.

File Transfers Made Simple

File Transfers Made Simple

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Synergy Trade Services

Trade Finances with a Single Platform

• Supports data streams from multiple banks & financial institutions

• Process standby, import & export LoCs, guarantees, open accounts & documentary collections

• Repetitive data is stored for further use

• Manage & finalize relevant documents/data such as templates, counter parties, goods descriptions, & terms and conditions.


• Fully integrated with Windows & other Microsoft products (e.g. Excel, Outlook, Word, Acrobat, Crystal reporting)

• Design is completely scalable and Internet enabled

• Compliant with ISO 20022, SWIFT message formatting & XML standard messaging

• Securely exchange data/documents with financial institutions and correspondent banks

Generate and Maintain a Complete Historic Corporate Database

Generate and Maintain a Complete Historic Corporate Database

Generate and Maintain a Complete Historic Corporate Database

Synergy will accept data streams from banks, normalize the received data set and automatically store the current information online.

 

Our software's robust inquiries and reporting functions give users the ability to view and generate reports from consolidated data.


From the generated data set, create customized reporting with user defined filters that are compatible with Microsoft Excel, Word, or Adobe PDFs.

Generate and Maintain a Complete Historic Corporate Database

Generate and Maintain a Complete Historic Corporate Database

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