🏦 AI Automation · Financial Services
When compliance becomes a machine.
KYC, reporting and customer service for Swiss banks and asset managers. Automate compliance documentation that meets FINMA requirements — and lets your advisors advise again.
4+ hrs.
daily compliance work saved
95%
cleaner client dossiers
Week 8
break-even point
Pain Points
What holds Financial Services companies back every day.
KYC consumes advisor time
Gathering, reviewing, escalating documents — today done by well-paid advisors instead of AI.
Reporting pressure grows
FINMA, MiFID II, ESG reporting: each new regulation costs hours of manual preparation.
Silos between systems
CRM, core banking, email — data must be synchronised manually.
Client communication doesn't scale
Creating personalised reports and letters for hundreds of clients manually is not scalable.
Concrete Use Cases
AI automation for Financial Services.
KYC Automation
Read client documents, calculate risk ratings, create compliance dossiers and archive FINMA-compliant — automatically.
Portfolio Reporting
Automatically generate quarterly reports, annual statements and tax documents for each client and send personalised.
AML Monitoring
Analyse transaction patterns, monitor thresholds and automatically escalate suspicious cases.
Onboarding Acceleration
Onboard new clients in 3 instead of 15 working days — through automated document verification and requests.
Client Query Handling
Answer standard queries on account balance, fees and products via AI — keeping advisors free for advice.
Market Data Digest
Automatically summarise daily reports from Bloomberg, Reuters and internal sources and distribute to sales.
Compliance & Data Protection
All automations are built FINMA-, revDSG- and MiFID-II-compliant. Full audit trails, encrypted data storage on Swiss infrastructure and BAA-compliant data processing.
FAQ
Frequently asked questions.
Are your solutions FINMA-compliant?
Yes. We build with full audit trails, encrypted data storage and the necessary controls for FINMA-regulated environments. Regulatory responsibility remains with the institution.
Can you integrate with core banking systems like Temenos, Avaloq or Finnova?
Yes — via official APIs or, where no API exists, via secure data export interfaces.
How long does a KYC automation project take?
Typically 6–8 weeks for a complete system — including discovery, design, build, testing and go-live with staff training.
Who is responsible if the AI makes a mistake?
The human compliance officer remains accountable. AI is a tool to support, not substitute, decision-making responsibility.
Get started
Automate Financial Services — risk-free.
Free Discovery Call: In 30 minutes we show you which processes can be automated immediately — and what that means in concrete terms.
Book a Discovery CallRelated Industries
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