Documents
Review and assign onboarding documents, contracts and notifications.
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AI for finance: review and document client dossiers, correspondence and directives.
AI for financial firms, insurers and asset managers: review documents, draft letters, find directives – admin only, no automated investment or credit decisions.
In short: At financial service providers, we use AI where documents, correspondence and internal guidelines take up time: reviewing onboarding documents, sorting the inbox, making directives and regulations easy to find, preparing reporting. Decisions on investments, credit or benefits stay with your experts.
Starting point
Every dossier is complete – after three follow-ups.
Onboarding documents, powers of attorney, insurance notifications and correspondence arrive in many formats, often incomplete. Directives and regulations change, and the people who know them are not always available.
On top of that, every step must remain traceable.
Processes
The key processes – and where AI comes in.
| Process | Today | With AI |
|---|---|---|
| Dossier review | Checking documents for completeness by hand | Document AI recognises the type and missing details, an expert decides |
| Inbox | Distributing emails and notifications manually | classified, assigned to the dossier, reply prepared |
| Directives and regulations | Searching network drives and asking around | Knowledge system answers with source and version |
| Reporting | Figures gathered from several systems | prepared and checked, approved by you |
| Meetings | Notes and follow-up | Minutes, tasks and decisions (Meeting Intelligence) |
Use cases
Specific tasks AI takes on in finance.
Email & inbox
Sort correspondence and prepare replies.
View detailsCompany knowledge
Find directives, regulations and processes, with sources.
View detailsReporting & BI
Combine and check key figures.
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Products & solutions
What we offer for this.
Only existing products are labelled as products; everything else is a solution.
Knowledge Assistant
Directives and regulations, just by asking.
View detailsMeeting Intelligence
Document client meetings and internal meetings.
View detailsDocument AI
Review and assign dossiers.
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Technical foundations
What the Labs add.
Case studies
AI in practice, used by Swiss companies.
Our case studies page shows which companies already use our solutions.
Data protection & special requirements
What applies specifically in this industry.
- No automated investment, credit or benefit decisions. AI prepares; experts decide and approve.
- Banking secrecy, Switzerland’s Federal Act on Data Protection (FADP) and supervisory requirements still apply. Before the start, you and your compliance team define where data is stored, which models process it and how access is logged.
- Outsourcing arrangements are reviewed with your compliance team before the project starts; we supply the documents you need for this.
Pioneer partners
Develop an industry solution together.
Finance is a target industry for pioneer partnerships. Your business contributes processes and feedback; we contribute development and the platform.
Frequently asked questions
Frequently asked questions: AI in finance
Does the AI make investment or credit decisions?
No. It checks, sorts and prepares. Decisions and approvals stay with your experts.
Does client data leave Switzerland?
You decide. The platform can run in-house or in a Swiss private cloud. Before the start, you define in writing which models see which data.
How is traceability ensured?
The platform logs source, model, result and approval for the defined steps. Which steps these are is agreed with you.
Next step
The workflow that takes up your time today.
Describe it briefly. We assess it in the AI potential assessment – with industry knowledge. Or you co-develop the industry solution as a pioneer partner.