Our Focus, Your Business! Financial Software since 1992 Call us! 973-884-1020
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 help you streamline your current processes with our flexible suite of products.
Synergy Collateral
Receive and consolidate account data from any bank
• Daily processing and 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 cloud based
• 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 allows users to perform any and all
necessary tasks for effective collateral management.
From collecting and tracking to reporting on all data, our products
allow for full control in one location.
Our system can manage and process information from numerous financial instruments such as DDAs, Letters of Credit (LOC), CDs, Money Market accounts, cash holdings and other various securities.
Effective Information Management
Effective Information Management
Synergy Account Management
Effectively Manage your Banking Relationships
• Banking solutions with or without SWIFT connectivity
• Daily processing/tracking for bank account monitoring & organization
• Analyze & reconcile bank fees
• Easily identify variances to analyze and optimize your banking costs
• Fully integrated with Windows & other Microsoft products
(e.g. Excel, Outlook, Word, Acrobat, Crystal reporting)
• Design is scalable and cloud based
• 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
Incoming data streams from banks and other financial institutions can be normalized by our software.
The data set can then be stored online, allowing for easier access.
Detailed inquiries and multiple summary methods allow for in depth and detailed reports from any imported and normalized data.
Create customized reports that can be
modified and finalized using Microsoft products.
Intuitive Data Processing & Reporting
Intuitive Data Processing & Reporting
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
• Consistently used 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)
• Scalable design and cloud based
• 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
We will be presenting at AFP in San Diego this year!
We can't wait to see you all! Visit us at Booth 206