AI CONSULTING FOR BANKING & FINANCE
AI as a sustainable competitive advantage in finance.
Our consulting supports companies in the finance and banking sector to strategically implement artificial intelligence, execute the transformation, and secure sustainable competitive advantages.
Specialized in FADP
Legal certainty according to the Swiss FADP.
Independent Consulting
Vendor-neutral technology selection.
End-to-End Support
Process & strategy optimization from a single source.
Our Consulting Services
Strategy & Implementation
We combine strategic foresight with technical process implementation.
Level 1: Strategy & Foundation
"The Brain" Planning & Readiness
Before we install technology, we create clarity.
- AI Readiness Check: Audit of your data quality and IT infrastructure.
- Opportunity Radar: Identification of processes with the highest ROI.
- Roadmap: A clear roadmap from "Quick Wins" to deep integration.
Level 2: Governance & Protection
"The Shield" Compliance & Risk Management
Innovation ohne Risiko. Wir machen Ihre AI „audit-sicher“.
- Regulatory Check: Verification of FADP and EU AI Act compliance.
- Guidelines: Creation of your internal "AI Policy" for employees.
- Data Residency: Consulting on hosting solutions (Swiss Hosting).
Level 3: Process Implementation
"The Muscle" Execution & Automation
Hier entsteht der Wert. Wir integrieren AI tief in Ihre Wertschöpfungskette.
- Automation: End-to-end optimization (e.g., invoice processing, HR).
- RAG-Systeme: AI responds only with your company knowledge – hallucination-free.
- Integration: Seamless connection to your systems (SAP, Abacus, Salesforce).
Our AI Solution Horizons
From Quick Wins to Transformation
We plan the future of your digital business with you.
Short-term
Phase 1: Immediate Leverage
Immediate automation in the front and back office. AI accelerates document verification and supports first-level support.
- Document Analysis: Automated reading of KYC documents and balance sheets.
- Customer Service: Secure chatbots for account inquiries and FAQs.
- Reporting: Fast generation of standardized financial reports.
Medium-term
Phase 2: Process Integration
Integration into core processes. Machine learning optimizes credit scoring and revolutionizes anti-money laundering (AML).
- Credit Scoring: More precise credit risk assessment through alternative data sources.
- Fraud Detection: Real-time identification of transaction anomalies.
- Personalization: Next-best-action recommendations for customer advisors.
Long-term
Phase 3: Transformation
Algorithmic transformation. We implement our own, fully compliant LLMs and predictive models for algorithmic trading and risk hedging.
- Custom AI Models: On-premise LLMs for absolute data security (FADP / FINMA).
- Market Prediction: Analysis of unstructured news for market trends.
- Hyper-Personalization: Fully automated, individual wealth management strategies.
Cooperation
We adapt to your needs
Whether it's a clearly defined project or agile support – you have full cost control.
Project Package
Maximum Planning Security
Ideal when the goal and scope are clearly defined. We agree on a fixed outcome (deliverable) at a fixed price. We bear the project risk.
- Result Guarantee We deliver until the agreed goal is achieved.
- Budget Security You know exactly what it costs. No surprises.
Expert-on-Demand
Agile Support & Interim
Book our AI experts flexibly as needed – whether as a strategic advisor for a few hours or as an integral part of your team.
- Interim Support We work operationally ("hands-on") to bridge bottlenecks.
- No Overhead Full flexibility without long-term staff commitment.
Process
What are the next steps?
Discovery Call (Free of charge)
We discuss your goals and clarify without obligation where AI has the greatest leverage in your company. Together, we define the framework for a possible collaboration.
Deep Dive Audit
We analyze your data and processes to uncover concrete automation potential. We prioritize those use cases that deliver the highest ROI.
Pilot Phase
Instead of pure theory, we implement a functioning pilot project in a selected area. This way, we prove the measurable benefits risk-free before major investments are made.
Scaling
We roll out the solution, empower your team through training, and establish FADP-compliant guidelines for continuous, secure operations.
Künstliche Intelligenz auf Ihren Bereich zugeschnitten
Wir helfen Ihnen gern bei der Beratung Ihrer Geschäftsprozesse und in den von Ihnen gewählten Bereichen der Wertschöpfungskette:
Start your AI journey with us
Book your free Discovery Call now and let's find out together how we can make your processes more efficient.
Request Consultation