When small teams
AI for Financial Servicesin Switzerland.
Financial service providers work in a regulated industry with sensitive client data. AI only creates value here when security and data protection are considered from the start.
That is why every one of our AI employees follows the same rule: a human approves every result before it leaves your firm.
Two industries, two specialized solutions
No generic platform: each solution is tailored to the processes and requirements of your industry.
Taskstreams
Wealth Managers
AI employees for the operations of your wealth management: documented, traceable and approved by your team.
- KYC dossiers
- Client reporting
- FIDLEG documentation
Leadstreams
Insurance Brokers
AI employees for your sales: from the first research to the prepared advisory meeting.
- Lead generation
- Meeting preparation
- Advisory application
Security and regulation
In its supervisory communication 08/2024, FINMA sets clear expectations for governance and risk management in the use of artificial intelligence. Our solutions are designed accordingly.
You keep control over where your data is processed at all times. And every output goes through human approval before it is used.
Trusted by leading companies
Together with innovative partners, we shape how teams in Switzerland work, sell, and share knowledge.
40%
higher productivity in small teams through the combination of human expertise and AI support
"The innovative approach and deep understanding of technology and marketing contributed greatly to the success of our project."
Let us talk about your operations.
In a free initial consultation, we show you where AI can concretely relieve your firm, with no commitment and no preparation needed on your side.