Let tailored AI Agents handle repetitive, manual processes in minutes – so that your financial experts can dedicate their time to portfolio management, client relationships, and strategic decision-making.
Your experts lead the process – Agents optimise what slows it down
Your financial experts are the driving force of your company. The AI Agents don’t replace them – they handle repetitive, non-core tasks, freeing your specialists to focus on what truly adds value to your financial services: advising clients, structuring deals, managing portfolios, and delivering actionable insights.
Each Agent is designed to integrate seamlessly with your existing tools, processes, and workflows – becoming effective partners in streamlining your day-to-day operations.
Repetitive processes like client onboarding, document collection, KYC/AML verifications, and routine compliance checks.
The initial phases of complex work such as preparing tax report drafts, analysing preliminary credit risk data, or summarising insurance claims.
Get solutions designed specifically for your firm’s financial workflows, challenges, and goals.
Ensure smooth data flow across your CRM, ERP, accounting, and other software, without manual transfers or interruptions.
Save time on KYC/AML verifications,
onboarding, and compliance tasks with accurate, automated client assessments.
Stay informed of potential compliance, credit, or operational risks in real time, so you can act promptly.
Receive pre-prepared tax reports, credit assessments, insurance claim summaries, and other documents, ready for your expert validation.
Maintain seamless, timely communication with your clients – guiding them through document submission, onboarding, claims, or policy updates without manual follow-ups.
Quickly evaluate each client for risks and ensure regulatory adherence throughout your collaboration.
The KYC/AML Compliance Agent automates the complex and time-consuming tasks of conducting advanced verifications and organising all client-related documents for quick access.
Instantly searches and verifies client information across public registers and trusted online sources. It matches findings against your internal records to identify potential money-laundering risks and sends all flagged cases to you for professional assessment.
Collects and processes all required information and documents from multiple sources – emails, scanned mail, cloud links, and even call transcripts – then centralises everything in one place. The Agent archives each file using consistent naming rules and structured metadata for instant search.
Enables smooth communication through a chatbot that guides clients to provide all necessary documents and information, including signing forms and AML compliance declarations, centralising data collection and reducing friction.
Continuously monitors client data for potential risks. Once any suspicious activity is identified, it immediately flags the case and sends it for your professional assessment.
The Agent integrates with your existing ERP and CRM, automatically creating client profiles and secure folders for document exchange. It also connects with your accounting and billing software, eliminating manual data entry.
Take the lengthy manual steps out of tax work – and focus fully on delivering strategic insights to your clients. ts.
The Tax Management Agent handles all aspects of tax administration in-depth, providing real-time, accurate information on each client’s unique situation.
Creates and maintains a live digital overview of each portfolio’s tax situation, tracking taxes on investments and financial positions such as dividends and interest. It also provides a dashboard for compliance obligations, deferred tax liabilities, and potential risks.
Collects and processes all data required for tax reporting. It handles complex calculations such as currency conversions, deduction of bank fees based on the client’s canton of residence, and capital gains on real estate funds.
Thoroughly analyses how different scenarios – for example, restructuring or combining a mortgage with third-pillar pension contributions – would affect taxes, and equips your financial advisors with the insights they need to provide strategic guidance.
Scans external official resources for upcoming tax reforms, automatically assessing their financial and administrative impact on your clients. All findings are delivered to your specialists for use in proactive expert consulting.
The Agent integrates with your existing systems such as CRM, ERP and cloud storage to extract and load data.
Ensure fast and precise identification of potential lending risks.
The Credit Risk Assessment Agent conducts a comprehensive analysis and supplies you with a complete credit risk picture – ready for your validation and well-grounded decision-making.
Gathers all relevant financial documents and information – including bank statements, income records, and credit reports – from multiple digital sources.
Processes the data to identify key financial metrics, such as debt-to-income ratio, cash flow, and asset liquidity.
Provides a preliminary credit risk evaluation and automatically flags potential issues, such as high debt levels or unstable income, sending alerts for your expert review.
The Agent integrates with your existing credit management system and CRM to provide real-time analysis and reporting.
Accelerate communication with potential clients – ensuring they receive a tailored experience and fully understand their policy.
The Client Onboarding Agent eliminates the need for countless phone calls and emails, guiding clients seamlessly, answering their questions, offering precise recommendations, and even identifying opportunities for additional sales.
Engages in a conversation with potential clients to understand their needs and presents a clear overview of associated risks, timelines, and expected costs – ensuring they fully understand their policy before making a decision.
Analyses client profiles and needs to propose additional or more suitable insurance policies, driving higher policy sales.
Gathers and verifies client data from initial communications and public sources, then prepares all required onboarding documents using your firm’s templates.
Streamline the process of working with insurance claims.
The Claims Pre-Assessment Agent automates the initial steps of the process, enabling clients to submit their requests effortlessly and delivering a concise, pre-analysed overview directly to your specialists.
Clients can file insurance claims through an integrated chatbot, which guides them on the documents and information needed for a smooth, accurate process.
Collects all provided documents, organises them, and generates a clear, structured summary of the claim to your insurance specialists.
Compares submitted information against internal policies to give an initial assessment of coverage and expected compensation. It also flags high-risk or possibly fraudulent claims and sends them for expert review
The Agent fully integrates with your existing claims software, ERP, CRM, and other tools, ensuring all information is entered correctly from the start, eliminating manual entry.
Each Agent is developed at the intersection of advanced technology and deep financial industry knowledge, leveraging years of hands-on experience with banks, wealth managers, and insurance companies. With financial and IT specialists on our team, we have a deep understanding of your unique operational context as well as how to automate repetitive tasks – ensuring seamless integration, reduced manual workload and measurable efficiency gains.
We build each Agent specifically for your company – making it the exact solution for your workflows and operations. The Agents seamlessly integrate with the tools you already use – ERP, CRM, billing, accounting software, credit management systems, claims management software, and more – so you avoid manual data transfers and prevent any disruptions to your work.
The repetitive nature of some tasks can slow operations and consume your specialists’ valuable time. Our solution automates these processes, allowing your team to focus on high-value work that directly drives profitability – advising clients, structuring deals, ensuring compliance, and delivering strategic insights.
The processing takes place within a secure, closed environment hosted on your own servers or private cloud – never on public infrastructure. All information is stored in Switzerland.
You retain complete control and oversight over every file, record, and communication your firm handles.
No third parties can access your data – all information stays within your infrastructure, ensuring absolute confidentiality.
We do not use your data to train AI Agents. Your information is processed only to support your workflow and remains fully private.
Our setup aligns with Swiss and international privacy regulations, safeguarding sensitive information at every stage.
The AI Agents are designed to grow alongside your company, continuously adapting and evolving to meet your changing needs.
We start by working closely with your company to understand your unique operations, current systems, and specific challenges. Together, we uncover inefficiencies and pinpoint areas for meaningful improvement.
Once key inefficiencies are identified, our financial and IT experts collaborate to design and implement tailored AI Agents. They ensure smooth integration with your existing tools and systems.
After deployment, we guide your team through practical, interactive training sessions. Every feature is demonstrated in context, so your staff quickly gains confidence and can leverage the AI Agents effectively in their daily work.
Our dedicated support team is always available to resolve any issues promptly. As your company expands and priorities shift, we work alongside you to refine and enhance the AI Agents, ensuring they continue to deliver maximum value and adapt to your evolving needs.
See how custom AI Agents can work for your company.
