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 Maintaining up to date data from financial institutions for collateral compliance reporting can be time consuming and prone to errors without systems that work together.

  Human miscalculations lead to higher operational risk and time lost due to reviewing and revising incorrect data.

PSI can held you streamline your current processes with our flexible suite of products.

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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 2022, SWIFT message formatting & XML standard messaging

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

Effective Information Management

Effective Information Management

Effective Information Management

  Synergy's Collateral Application will let your business perform all the tasks for effective collateral management.

 

From collecting and tracking to reporting of all data, Synergy's products offer the solution that allows for full control in one location.


  Data in numerous financial instrument types such as DDA, Letters of Credit (LOC), CDs, Money Market accounts, cash holdings and other various securities can all be processed and tracked by Synergy's system.

Effective Information Management

Effective Information Management

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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 2022, SWIFT message formatting & XML standard messaging

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

Intuitive Data Processing & Reporting

Intuitive Data Processing & Reporting

Intuitive Data Processing & Reporting

  All data streams from banks and other financial institutions can be normalized by our software. 

The received data set can then be stored on an online database, allowing for more flexibility.

  

Extensive inquiries and numerous ways of reporting allow for generating and viewing reports from the imported and consolidated data.

 

Create customized reports with filters that suit your needs that can then be modified and finalized using Microsoft products.

Intuitive Data Processing & Reporting

Intuitive Data Processing & Reporting

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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 2022, SWIFT message formatting & XML standard messaging

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

Effective Information Sharing

Effective Information Sharing

Effective Information Sharing

  Our services utilize communication methods such as SFTP & SWIFT, allowing for quick and easy communications.


Synergy products collect the necessary data from linked institutions, which allows for fast and efficient data streams.


Receiving the most up to date information quickly and effectively ensures that your business stays one step ahead.

Effective Information Sharing

Effective Information Sharing

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