Simon Alioth

Examiner
DISC Type : sc

Managing Director & Head Open Finance at Synpulse8

Zurich, Zurich, Switzerland

Overview

As the Managing Director at Synpulse8, Simon Alioth leads the Swiss technology advisory team with a focus on open finance solutions for the wealth management industry. He holds a Ph. D. from ETH Zürich and is recognized for his expertise in API management and creating innovative, technology-driven products.

Colleagues and collaborators describe him as an approachable, thorough, and uncomplicated person who is a very good listener and excels at getting things done effectively.

He serves as the Vice President of the OpenWealth Association, playing a key role in driving industry-wide standardization for financial data exchange.

Personality Overview

Tough To Convince

Process Oriented

Unexpressive

They are quite aware of their needs and limitations, so they are unlikely to over-promise.  Being observant comes to them naturally. They are heavily focused on quality and prefer doing things the right way, even if it takes time.

Topics They Care About

Open Finance APIs
As VP of the OpenWealth Association, he actively promotes API standardization for KYC and enabling AI-driven financial services, frequently speaking on the topic.
Customer-Centric Banking
His recent speaking session, "Beyond Interfaces – Designing Digital Banking for Customer Needs, " underscores his focus on building financial products around the end user.
AI in Wealth Management
He is focused on how "Agentic AI" can create future AI companions for customers and financial advisors, powered by open and accessible data.

Media Appearances

Simon has no verified media appearances

Work History

7-2022
Managing Director & Head Open Finance at Synpulse8
1-2022 - 7-2022
Head Synpulse8 CH at Synpulse8
7-2022
Managing Director Synpulse8 | Member ExCo Synpulse CH at Synpulse
7-2016 - 6-2022
Head Ecosystem and Platform Banking | Associate Partner at Synpulse
7-2013 - 6-2016
Manager at Synpulse

Education

2003 - 2006
Doctor of Philosophy (Ph.D.) from ETH Zürich
1998 - 2003
Dipl. natw. ETH from ETH Zürich

More Information

Social Presence :

Prographics :

Exp : 15 Location : Zurich, Zurich, Switzerland Job Level : Mid-senior Designation : Managing Director & Head Open Finance at Synpulse8
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Insights For Selling To Simon

During A Call Or A Meeting

DO's

  • First of all, focus on building their confidence by sharing examples, case studies etc.
  • Spend time addressing concerns around risk and change, they will have them even if they don't express them
  • Ask them which other stakeholders would be important for this purchase decision

DONT's

  • Don't be very accepting if that is your natural style, stay firm
  • Avoid getting into storytelling mode, especially when they ask specific questions
  • Don't rely on relationship building even if they act pleasantly

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Simon is

  • Low-risk, adoption by others are very important to them, followed by confidence in ROI.
  • Will you ever get a clear answer from Simon

  • They are unlikely to say no, it's better to stop yourself once you have exhausted all the options.

Insights For Deal Planning

    How fast (or slow) will Simon move?

  • They do not like to rush and therefore can be quite slow in their decision-making.
  • Can Simon take some risk or not?

  • They have little risk-appetite and prefer to take measured decisions.

You And Simon

Personality Compatibility


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