For Commercial Banks
Your best customers live in six systems. Synopsis makes them one.
Your core, commercial loan origination, digital and treasury banking, card processor, and BSA/AML platform each hold a piece of the customer, and none of them share a key. Relationship profitability and exam prep pile up for weeks on a single analyst with a spreadsheet.
The join, made visible
Every system you run — and the answers you can't get today.
One shared key across every system. No exports, no VLOOKUP — the tools you already run, finally answering the questions that matter.
Good morning, Morgan.
Q3 Revenue Review
Renewal due in 71 days. Usage down 12% QoQ and two support escalations open — flagged at risk by the renewal model.
Questions
Answers before you ask.
Do we need a data team to use this?
No. Synopsis does the joining centrally, so your existing analyst or controller asks questions in plain English instead of building exports. There's no data-engineering hire and no multi-quarter project.
How is our regulated customer data handled?
Your data lands in your own warehouse, and Synopsis reasons over it in place by writing SQL against it rather than copying raw records around, so sensitive account and BSA data stays where you control it.
We're going through a core conversion or merger. Does that help or hurt?
It helps. A merger or conversion is exactly when two cores, two loan-origination systems, and two monitoring platforms need to be reconciled onto one customer key — which is the join Synopsis is built to do.
Will this replace our core or reporting systems?
No. Synopsis sits on top of the systems you already run and unifies their data; it doesn't replace your core, LOS, or accounting platform.
Do we need a data team or anyone who knows SQL?
No. We configure your warehouse with you and connect the systems you already run; your team just asks questions in plain English. Nobody has to write SQL or babysit pipelines unless they want to.
Does Synopsis replace the software we already use?
No. Your systems of record — ERP, CRM, accounting, and the rest — stay exactly where they are. Synopsis sits on top and joins them into one place you can query, so you report across everything instead of exporting from each tool.
Where does our data live, and is it secure?
Your data stays in your own warehouse — we don't keep a copy. Access is governed per user and every query is audit-logged. Synopsis is SOC 2 Type II, and you can review our live security posture in the Trust Center.
How is this different from a BI tool or a stack of dashboards?
BI tools chart data that something else already had to clean and join. Synopsis does that upstream work — connecting your systems, resolving entities, and enforcing your metric definitions — then answers in plain English, builds the dashboards, and traces every number back to its source.
Get started
See it on your own data.
Most demos take about 30 minutes. Bring a question you've been waiting months to answer — we'll reply within 24 hours.
Book a 30-minute demo
See Synopsis run against commercial banks data.
We'll be in touch within 24 hours.
