Thailand’s KBank deploys Synpulse8’s digital platform

GlobalData

Mon, Jul 7, 2025, 4:16 AM 2 min read

Kasikornbank (KBank) Private Banking in Thailand has deployed a customised front-end relationship manager tool, developed by Synpulse8, the technology division of Synpulse.

The platform, based on Synpulse8’s Wealth Cockpit, was introduced to modernise wealth management operations, equipping relationship managers and financial advisors with an advanced digital interface to improve client interactions.

The initiative, launched in April 2024 and completed by December 2024, forms part of KBank Private Banking’s strategy to digitise its services.

The platform consolidates the client investment process into a single system, addressing previous inefficiencies caused by multiple front-end tools that limited the ability of relationship managers to deliver prompt, personalised client support.

KBank’s private banking’s business strategy and enablement head Sujai Hanchaowong said: “The implementation of Wealth Cockpit enables our relationship managers to access insights more quickly and make better-informed investment decisions—ultimately elevating the client experience.”

The platform’s rollout is now extending beyond private banking to KBank’s retail banking operations, broadening its influence across the bank’s wealth management framework.

The Wealth Cockpit platform simplifies workflows by integrating essential tools into a unified system, replacing the need for relationship managers to navigate multiple platforms for tasks such as client onboarding, advisory services, and transaction execution.

It supports a wide array of investment assets and financial instruments, offering a comprehensive solution for wealth managers.

The platform incorporates up-to-date local regulations, pension schemes, and tax considerations, alongside tools for portfolio, product, and risk simulations to aid decision-making.

Both advisors and clients can access the platform online, inputting data that can be used to enhance future interactions.

Additionally, the platform facilitates portfolio allocation, the creation of tailored investment proposals, and continuous monitoring of risk exposures and portfolio performance. It triggers alerts to both clients and relationship managers to maintain portfolio health.

An integrated AI assistant supports users by providing product information, document searches, and interaction with platform features, with plans for future enhancements to include external data sources such as market insights, according to the company.

Synpulse8 co-CEO Salomon Wettstein said: “Wealth Cockpit is a game-changer for the wealth management space, providing a smarter, more efficient way for RMs to serve their clients.”