Client Success: Synovus Financial Group

Synovus manages a significant volume of regulatory, investment, and account administration reviews across its trust and wealth platforms. Historically, these review processes were dispersed across multiple systems—account administration reviews resided in the trust accounting system, while investment and compliance oversight were managed within Portfolio Suite through ComplianceEdge.

This fragmented approach created operational friction, inconsistent review experiences across teams, and limited visibility for leadership seeking a unified, enterprise-wide view of oversight.

Synovus made the strategic decision to bring all account administration reviews into Portfolio Suite, aligning them with the investment and ComplianceEdge workflows already in place. This move supports Synovus’ broader objective of strengthening oversight, improving consistency, and establishing a unified, enterprise-wide review process.

By consolidating these workflows into a single, integrated platform, Synovus expanded its use of Portfolio Suite to drive an internal transformation—promoting standardization, transparency, and collaboration across trust operations, compliance, and portfolio management teams.

• One Platform, One Process: All reviews are now managed in Portfolio Suite and supported by ComplianceEdge’s continuous monitoring, creating a single source of truth for audit readiness.
• Stronger Oversight Across Teams: Trust operations, compliance, and portfolio management teams now work from a single, centralized view of review activity, enabling more consistent review standards and clearer accountability.
• Improved Operational Efficiency: Synovus eliminated duplicate tasks and reduced manual handoffs by unifying investment and administrative reviews in one process.
• Enhanced Leadership Insight: Leaders gain clearer visibility into review status, exceptions, and resolution workflows across the entire book of business.
• Streamlined Regulatory Reporting: With reviews consolidated, Synovus strengthened audit readiness and simplified the ability to demonstrate compliance across diverse business lines.

The shift to a unified platform represents more than just a software consolidation—it is a cornerstone of Synovus’ commitment to operational excellence. By bridging the gap between investment, compliance, and administration, Synovus has built a scalable review model that improves control and reduces operational friction. This transformation not only strengthens enterprise-wide collaboration but reinforces the bank’s commitment to consistent, high-quality oversight.