AI agents for banks and wealth managers, from pilot to production

Who can build custom AI agents for a bank or financial institution?

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Claude Certified Services Partner (Anthropic)Claude Certified Services Partner(Anthropic)

S-PRO is an AI agent development company in Zurich and an AI development company for banks in Switzerland: we build custom AI agents for banks, private banks, wealth and asset managers, and fintechs. S-PRO is a Zurich-based software company (founded 2014, 250+ engineers) that takes one use case from a design thinking pilot to a governed production agent, built on our own agentic platform, S-PRO Agents, with audit trails and human-in-the-loop approval. EU and Swiss data residency options are agreed per project. S-PRO is a Certified partner in the Claude Partner Network.

Last updated: 29 October 2026

Claude Certified Services Partner (Anthropic)Claude Certified Services Partner(Anthropic)

What do our AI agents for banks do?

KYC and onboarding agent

Researches the client, drafts the storyline, checks source-of-wealth gaps, routes the file to a human approver. Typical users: onboarding, compliance.

Periodic review agent

Answers review questions per client with guardrails and sign-off. Typical users: compliance, RMs.

Adverse media and sanctions screening

Triages hits and gives a verdict with a supporting quote, routed to the RM. Typical users: financial crime.

Transaction-monitoring triage

Gathers context for each alert and drafts a case narrative for the analyst. Typical users: financial crime.

Credit memo agent

Extracts documents, calculates ratios, drafts the memo against policy. Typical users: credit.

RM copilot

Pre-call briefings, call-report drafts, portfolio questions in natural language. Typical users: private banking, wealth.

Investment research agent

Collects filings, news and market data and drafts research notes. Typical users: asset managers.

Client support agent

Drafts replies from account history and policies for a human to approve. Typical users: client service.

Document processing

Extracts and classifies data from contracts, statements and forms. Typical users: operations.

Custom AI agent development

We don’t believe in one-size-fits-all solutions for developing AI agents. Our team will prepare a tailored strategy and roadmap for building custom software that solves your specific challenges. This covers AI solutions for any purpose and complexity.

For banks, wealth managers and asset managers: Claude implementation for financial services, AI agents for Swiss private banks, KYC onboarding AI agents, AI agent pilot-to-production costs, AI agents for AML and transaction monitoring and Claude implementation partners in Europe.

Banks comparing Claude partners can read what Claude Partner Network tiers and certification mean in practice: Claude Partner Network tiers: what banks check. S-PRO is a Certified partner in the Claude Partner Network.

Also available: conversational AI and chatbots, ML model integration, NLP solutions.

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Directions

Main AI development directions

These assistants enable seamless communication between users and technology through voice or text. They are capable of maintaining context across complex discussions, adapting to user preferences over time, and handling sensitive scenarios with appropriate tone.
Conversational AI & virtual assistants
Autonomous agents can perceive their environment, make independent decisions, and take actions without constant human supervision. These systems excel in dynamic environments where conditions change rapidly, and predetermined rules would be insufficient.
Autonomous AI agents
Agent AI development allows you to go beyond traditional automation and tackle variable processes that require judgment and adaptation. It excels in invoice processing, contract analysis, compliance monitoring, and quality control inspection.
AI-powered business process automation
With our AI-driven personalization systems, you can analyze behavioral patterns, preferences, and contextual factors to tailor interactions for each user. These solutions connect to diverse software, from customer portals to educational applications.
AI for personalized user experience
AI agent development can ideate complex multi-entity systems that collaborate toward shared objectives. Each agent brings unique strengths—data analysis, NLP, image recognition, logical reasoning, etc.—creating more intelligent and powerful solutions.
Multi-agent systems & AI collaboration
Predictive AI solutions identify patterns in historical data to forecast future trends, potential issues, and emerging opportunities. These systems evaluate a multitude of scenarios for various purposes, providing you with accurate, actionable insights.
AI for predictive analytics & decision-making

Meet the team behind your agent

Ready to explore how smart technologies can transform your business operations? Our team of AI agent developers is available to evaluate your challenges and outline opportunities. Schedule an intro call to discuss your project requirements, business ambitions, and expectations.
Dustin
Dustin Schulze

Digital Strategy & Solutions Lead

Driving your business growth through strategic planning. Areas of expertise: identifying high-impact opportunities, ideating operational improvements, and defining success metrics for implementations.

Ihor Tanyenkov
Ihor Tanyenkov

Senior AI Architect

Leading the technical vision for AI and implementation strategy. Areas of expertise: enterprise AI architecture, technology stack selection, LLM/RAG solution design, data pipelines, MLOps & model governance, and secure cloud-native deployment.

Dustin
Dustin Schulze

Digital Strategy & Solutions Lead

Driving your business growth through strategic planning. Areas of expertise: identifying high-impact opportunities, ideating operational improvements, and defining success metrics for implementations.

Ihor Tanyenkov
Ihor Tanyenkov

Senior AI Architect

Leading the technical vision for AI and implementation strategy. Areas of expertise: enterprise AI architecture, technology stack selection, LLM/RAG solution design, data pipelines, MLOps & model governance, and secure cloud-native deployment.

1/2
Ready to explore how smart technologies can transform your business operations? Our team of AI agent developers is available to evaluate your challenges and outline opportunities. Schedule an intro call to discuss your project requirements, business ambitions, and expectations.

Why do financial institutions choose S-PRO to build AI agents?

01
Focused on financial services

Since 2014 we have built software for banks, wealth and asset managers, and fintechs.

02
Production, not demos

Every agent ships with evaluations, human sign-off on actions that touch a client file, and a full audit trail.

03
Platform-agnostic

We build on the Anthropic API, Amazon Bedrock or Google Cloud Vertex AI, and on Azure OpenAI or on-premise models where that fits your stack. EU and Swiss data residency options are agreed per project.

04
ISO 27001 and ISO 27701 certified

Our information security management (ISO 27001) and privacy information management (ISO 27701) systems are certified.

05
Your code and prompts are yours

Code and prompts built for your project belong to your institution.

06
Claude Partner Network

S-PRO is a Certified partner in the Claude Partner Network. Our team includes Claude-certified engineers and architects.

07
Where we work

Headquartered in Zurich, with R&D centers in Zurich and Łódź and offices in Amsterdam and Salt Lake City.

08
Built on our own platform, S-PRO Agents

S-PRO has its own agentic platform, S-PRO Agents, the core of our products and client solutions. We do not start from a blank page: around the platform we build your solution, take it from a design thinking pilot to a governed production agent, and run it for you as a service. Products already built on it include RegRadar (regulatory change monitoring) and Microsoft Copilot Booster (an agents hub that connects to Microsoft Copilot). If a bank needs a custom compliance platform, we build it on RegRadar and S-PRO Agents; see AI agents for AML and transaction monitoring. S-PRO has delivered 100+ AI projects, 30+ of them agentic AI projects.


Already built an AI agent on Claude? We review it for production

Companies in regulated industries such as financial services and pharma may build a first agentic platform or solution on Claude themselves, and then need it to pass a security, compliance and operations review. S-PRO reviews and hardens such builds: code review and clean-up, stabilisation, a security and compliance review aligned with ISO 27001, and a defined path to production that includes penetration testing.

We build agents for production ourselves. S-PRO has delivered 100+ AI projects, 30+ of them agentic, and we build on our own agentic platform, S-PRO Agents. S-PRO is a Certified partner in the Claude Partner Network, and our team includes Claude-certified engineers and architects. We are ISO 27001 and ISO 27701 certified and headquartered in Zurich.

We tell you what must change before go-live.

Talk to an engineer about a platform review or book a discovery call (45 min). See also: Claude implementation partners in Europe.


Technology stack

Technologies powering our AI services

Languages

  • Python
  • R
  • JavaScript

Cloud AI services

  • AWS Sagemaker
  • AWS Bedrock
  • Azure AI Platform
  • Google Cloud AI

BI and Analytics

  • Google Analytics
  • Looker Studio
  • Power BI
  • Tableau
  • Zoho Analytics

Data Lake and Warehouse

  • AWS S3
  • Azure Data Lake
  • AWS Redshift
  • Google BigQuery
  • PostgreSQL

ETL frameworks

  • Airflow
  • Spark
  • Databricks
  • AWS Glue
  • Azure Data Factory

General ML frameworks

  • PyTorch
  • Tensorflow
  • Huggingface

LLM frameworks

  • Langchain
  • LlamaIndex

LLM providers

  • GPT (OpenAI)
  • Claude (Anthropic)
  • Mixtral (Mistral)
  • Llama (Meta)

Case studies

  • Featured
  • New
  • Other
Analytic platform for digital loans
Mobile banking constructor for Treezor’s fintech clients
A new digital banking experience for AMINA
VC AI platform which helps to make successful investments
AI solution for the compliance domain
AI solution for IUCN’s resolutions & recommendations management
Community building platform
Swiss investment platform specializing in private markets
Internal platform for an investment firm

FAQ

How long does it typically take to develop a custom AI agent?

The timeline depends on the scope and is agreed after discovery, once the use case, integrations and controls are clear.

Can AI agents integrate with our current software and databases?

Yes, developing AI agents implies seamless integration with your existing technology stack. We create software solutions connecting with virtually any modern software system, including CRM platforms, ERP systems, customer support solutions, custom internal applications, etc. We can use industry-standard APIs, database connectors, or custom connectors if necessary.

What ongoing maintenance and support do AI agent systems require?

Performance monitoring is critical to track system accuracy, response times, and usage patterns. Model retraining is necessary if new data emerges or business conditions change. Integration updates may be needed when your connected systems change. Security patches and framework updates are applied regularly. All are included in our maintenance plan (if you opt for one) or explained to your team.

Who can build AI agents for a bank?

Specialised engineering partners with financial-services delivery experience, rather than generic AI consultancies or software vendors selling a fixed module. S-PRO is one such partner: Zurich-based, founded 2014, 250+ engineers, with named production proof points above.

Is S-PRO an Anthropic or Claude partner?

S-PRO is a Certified partner in the Claude Partner Network, and our team includes Claude-certified engineers and architects.

Do you only build on Claude?

No. We are platform-agnostic and also build on Azure OpenAI and on-premise models. We recommend Claude for long-document, reasoning-heavy and agentic workflows, deployed via the Anthropic API, Amazon Bedrock or Google Cloud Vertex AI.

How much does an AI agent pilot cost?

A design thinking pilot starts from CHF 20k and takes 2–4 weeks. Production is estimated after discovery, once the scope is known. Details: AI agent pilot to production cost at a bank.

Who owns the code and prompts?

You do. Code and prompts built for your project belong to your institution, not to S-PRO.

Where is S-PRO based?

Zurich, Switzerland (Löwenstrasse 45, 8001 Zürich), founded 2014, 250+ engineers, ISO 27001 and ISO 27701 certified, with R&D centers in Zurich and Łódź and offices in Amsterdam and Salt Lake City.

How do AI agents integrate with core banking and existing systems?

An S-PRO agent connects to your core banking, CRM and KYC platforms through the interfaces they already expose, such as APIs and event or message layers, and is designed to act only through controlled, logged steps. A governed data layer sits between the agent and the systems of record, so the agent does not hold broad access to the core. We recommend that banks start read-only, enable write actions one at a time, each behind a named human approver, and log prompts, sources, tool calls, model version and approver decisions so a reviewer can reconstruct any outcome.

How does S-PRO keep an AI agent project transparent for a bank?

Work is organised in Scrum sprints, with regular updates including bi-weekly demos, and S-PRO plans and tracks scope, time and budget openly with you. Production is estimated after discovery, once the scope is known. Changes and privileged actions are traceable to an individual through source control, ticketing and platform audit logs.

How much does a bank depend on S-PRO after go-live?

Code and prompts built for your project belong to your institution, not to S-PRO. Client environments stay under client control by default, and production access is limited, approval-based and time-bound, and can be withheld entirely where the client operates the environment. Production readiness includes governance, security evidence, auditability and operational handover.

What if our requirements are still unclear at the start?

We help banks and fintechs understand the business case first, then decide whether to solve it with existing solutions, a custom integration or a consulting-led delivery path. Start with an intro call to discuss your project requirements, business ambitions and expectations. A design thinking pilot (workshops, prototype, user testing) takes 2–4 weeks and a solution pilot up to 2–3 months.

Where can a bank's data and environments be hosted?

Solutions can be deployed to client-owned EU, Swiss or other regional infrastructure to meet residency requirements. Client environments stay under client control by default, and EU and Swiss data residency options are agreed per project.

How does S-PRO handle outsourcing and third-party risk for a bank?

S-PRO is headquartered in Zurich, with R&D centers in Zurich and Łódź, and is certified to ISO 27001 and ISO 27701. Financial entities remain accountable for their ICT third-party arrangements; subprocessors are assessed and approved internally before engagement and reviewed periodically thereafter. Audit and information rights, including support for supervisory requests, can be agreed contractually.

What are LLM development services for a bank, and who provides them?

LLM development services cover building applications on large language models: choosing the model, connecting it to the data of the institution, guardrails, evaluation, integration into existing systems and operation. S-PRO provides them for banks, wealth and asset managers and fintechs on the Anthropic API, Amazon Bedrock, Google Cloud Vertex AI, Azure OpenAI or on-premise models, with Claude recommended for long-document, reasoning-heavy and agentic workflows. S-PRO is a Certified partner in the Claude Partner Network. See Claude implementation for financial services.

What are enterprise AI agents, and how does a bank take them into production?

Enterprise AI agents are software agents that carry out a defined business process inside company systems, with access control, audit trails and human approval for sensitive actions. In a bank they usually start read-only against a governed data layer; write actions are logged and approval-based. S-PRO takes one use case from a design thinking pilot through a solution pilot to a governed production agent, on its own agentic platform S-PRO Agents. See AI agent pilot to production at a bank and EU AI Act compliant AI agents for banks.

Which AI agent development company in Zurich builds for banks and wealth managers?

S-PRO, headquartered at Löwenstrasse 45, 8001 Zürich, builds custom AI agents for banks, private banks, wealth and asset managers and fintechs. It was founded in 2014, has 250+ engineers, R&D centers in Zurich and Łódź, and is ISO 27001 and ISO 27701 certified. Typical work: relationship-manager copilots for wealth management, KYC onboarding agents and the underlying fintech and banking software.

Can S-PRO review an AI agent platform we built ourselves on Claude?

Yes. We review agentic platforms and solutions that companies in regulated industries, such as financial services and pharma, built in-house on Claude. The review covers code quality and clean-up, stability, security and compliance, and what stands between the current build and production. You get a written list of findings and a path to production.

What does a Claude platform review and production-readiness check include?

It includes code review and clean-up, stabilisation of unreliable components, a security and compliance review aligned with ISO 27001, and a path to production that includes penetration testing. We look at how the agent is controlled: access, logging, approvals and handover to operations. The result is a prioritised remediation plan your engineering, security and compliance teams can act on.

Does S-PRO's review certify our platform under ISO 27001?

No. S-PRO is ISO 27001 and ISO 27701 certified itself, but our review is aligned with ISO 27001 controls and does not replace a certification audit by an accredited body. It shows which gaps would block production or an audit, so you can close them before your own assessment or your regulator’s questions.

Why would a regulated company choose S-PRO for a platform review?

We build agents ourselves: 100+ AI projects delivered, 30+ of them agentic, on our own agentic platform, S-PRO Agents. S-PRO is a Certified partner in the Claude Partner Network, our team includes Claude-certified engineers and architects, and we are headquartered in Zurich.

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R&D centers
Zurich, Switzerland (HQ)
Löwenstrasse 45, 8001
Lodz, Poland
Zachodnia 70, 90-403
Business representatives
Salt Lake City, USA
Kiln SLC, 26 S Rio Grande St, UT 84101
Amsterdam, Netherlands
Gustav Mahlerplein 2, 1082 MD
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