Everyone has Copilot.
Almost nobody gets past personal productivity.
Our solution connects your AI provider with your processes and your data.
Hi, what can I help you with?
Most companies are stuck in phase 1
Depth and control rise with complexity and risk. We build where it is genuinely viable for financial services today, and architect for what comes next.
Individual AI
Out of the box. Personal productivity, no setup, no access to your systems.
- Out-of-the-box productivity
- Single input, single output
- No connection to your data
Configured AI
The same tools, configured for your teams, with curated knowledge and the first connectors.
- Curated knowledge sources
- Low-code, declarative setup
- First connectors, single domain
- Low risk
Engineered AI
Purpose-built agents on a governed semantic layer, evaluated, tested, and confirmed by a human.
- Full access to your semantic data
- Evals & test cases on every agent
- Multi-step, multi-connector workflows
- Human-in-the-loop sign-off, full audit trail
Fully agentic
Agents that own a process end to end and decide autonomously, no human in the loop.
- Autonomous, end-to-end decisioning
- Mission-critical, near-zero margin of error
- Accountability & explainability unresolved
Our system-agnostic framework works for your bank
- Transaction tables
- Portfolio positions
- Monitoring alerts
- CRM / contact reports
- Risk categories
- KYC profiles & fields
- Client storyline
- Evidence: IDs, SoW / SoF
- Credit memo & audit trail
- Profile history (5-yr)
- Policies & procedures
- Investigation / SAR register
- Counterparty & fund folders
- Archived reports (PDF)
- RM-client correspondence
- Approval & audit emails
- Meeting & call transcripts
- Sanctions / PEP / adverse media
- Market data (prices, filings)
- Public registers & web research
From a free workshop to a foundation you build on
It starts with a free workshop and ends with a foundation you keep building on, not a pile of one-off use cases.
Free Copilot workshop
Run with your business teams. We sort your use cases into three buckets: working today, easily configured, and needing further maturity.
IT & System assessment
We map your system landscape and recommend the best AI-supported architecture for your stack.
Process analysis & agent design
Deep-dives with each department, involving the people who do the work today, to design agents around your processes.
Implementation
We build a foundational architecture, not use-case-by-use-case, so every new agent builds on the same foundation.
Engagements with Swiss private banks under NDA, personal references available on request.
Talk to us