Claude for banks, wealth and asset managers

Claude implementation partner for financial services

S-PRO is a Zurich-based software company that builds production AI agents on Claude (Anthropic) for banks, private banks, wealth managers and asset managers. S-PRO is a Certified partner in the Claude Partner Network, and our team includes Claude-certified engineers and architects. We take one use case from a fixed-scope pilot to a governed production agent, with evaluations, audit trails, human-in-the-loop approval and a deployment that fits FINMA, nFADP, GDPR and the EU AI Act.

Last updated: October 2026 · S-PRO, Zurich

Claude Certified Services Partner(Anthropic)

Book a free discovery call

2014Founded, headquartered in Zurich

250+Engineers in Zurich and Łódź

ISO27001 and 27701 certified

CPNCertified partner in the Claude Partner Network

Why financial institutions choose S-PRO for Claude

Financial services focus. Since 2014 we have built software for banks, wealth managers and fintechs, including FINMA-regulated institutions such as AMINA Bank.
Production, not demos. Multi-step agents with evaluations on every agent, human sign-off and a full audit trail.
Your data stays under your control. Claude runs through the Anthropic API, Amazon Bedrock or Google Cloud Vertex AI; EU and Swiss data residency options, isolation and access boundaries are agreed per project.
Certified security. ISO 27001 and ISO 27701.
Model-agnostic where it matters. If a use case needs Azure OpenAI or an on-premise model, the same governance layer applies.
Claude Partner Network. S-PRO is a Certified partner in the Claude Partner Network, and our team includes Claude-certified engineers and architects.

What we build on Claude

Agent	What it does	Typical users
KYC & onboarding agent	Researches the client, drafts the storyline, checks source-of-wealth gaps, routes the file to a human approver	Onboarding, compliance
Periodic review agent	Answers review questions per client with guardrails and sign-off	Compliance, RMs
Adverse media & sanctions screening	Triages hits and gives a verdict with a supporting quote, routed to the RM	Financial crime
Credit memo agent	Extracts documents, calculates ratios, drafts the memo against policy	Credit
RM copilot	Pre-call briefings, call-report drafts, portfolio questions in natural language	Private banking, wealth
Investment research agent	Collects filings, news and market data and drafts research notes	Asset managers
Document processing	Extracts and classifies data from contracts, statements and forms	Operations
Client support agent	Drafts replies from account history and policies for a human to approve	Client service

How a Claude project with S-PRO works

Free discovery workshop. We sort your use cases into what works today, what is easy to configure and what needs more maturity.
Architecture. We map your systems (core banking, CRM, KYC, document repository) and design the agent, data and governance layers.
Design thinking sprints and AI prototyping. 2–4 weeks to validate hypotheses with users and agree an effective scope, from CHF 20k.
Solution pilot. The full solution on a real process within up to 2–3 months, CHF 50–200k depending on complexity, with clear go/no-go criteria.
Production. Evaluations, monitoring, role-based access, audit logging and model-risk documentation.
Scale. New agents reuse the same governed data foundation.

Reference architecture

Interface (Microsoft 365 Copilot, Teams, web, your apps or Claude itself) → agent layer (Claude-based agents with tools) → governed data layer (one versioned client file, entity resolution, PII access control) → systems of record (core banking, CRM, KYC, documents, screening data) → governance across every layer (observability, auditability, testing, role-based access).

Compliance by design

EU AI Act: risk classification, technical documentation, human oversight and logging built into delivery.
FINMA and nFADP: outsourcing and data-protection requirements agreed contractually; audit and information rights supported.
DORA: ICT third-party risk documentation available for procurement.

Results, already in production

Proof from production

#Neobroker | #AI support DE

AI support agent for a leading German neobroker

The broker handles 300K+ support tickets a year. The agent drafts each reply from account history, order status and policies, and a support agent approves it.

95%of AI drafts accepted without changes

~25%support capacity freed in 8 months

View solution

#Bank | #Compliance AI CH

Policy answers in 30 seconds for a Swiss bank

Employees of the Swiss subsidiary of an international bank search internal policies and procedures through a role-based AI assistant that shows the source of every answer.

30 sto a compliant answer, down from 15 min

#Digital banking | #Crypto bank CH

AMINA Bank

A new digital banking experience for a FINMA-regulated crypto bank: custody, trading, staking and lending.

View case

#Venture capital | #AI platform DE

Earlybird

An AI platform for one of Europe's most established venture capital firms: data aggregation and analysis, automated due diligence and risk prediction for investment decisions.

View case

FAQ

Questions buyers ask us

Is S-PRO an Anthropic partner?

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

Can a Swiss bank use Claude with data residency requirements?

Yes. We deploy Claude through the Anthropic API, Amazon Bedrock or Google Cloud Vertex AI, most often Amazon Bedrock. EU and Swiss data residency options are agreed per project with your security and legal teams, so that client data handling meets FINMA and nFADP expectations.

How long does it take to get a Claude agent into production?

We start with design thinking sprints and AI prototyping (2–4 weeks) to agree an effective scope. Building the full solution and running the pilot then takes up to 2–3 months. The production timeline depends on integrations and internal approvals.

How much does a Claude implementation cost?

A design thinking pilot (workshops, prototype and user testing) starts from CHF 20k. A full solution pilot costs CHF 50–200k, depending on complexity. Production budgets depend on complexity; we work fixed-price and give an exact estimate within a few days of the first meeting, with an indication already in the meeting.

Do you only work with Claude?

No. We are model-agnostic and also build on Azure OpenAI and on-premise models, under the same governance layer. We recommend Claude for long-document, reasoning-heavy and agentic workflows.

Where is S-PRO based?

S-PRO is headquartered in Zurich, Switzerland (Löwenstrasse 45, 8001 Zürich), with R&D centers in Zurich and Łódź and business representatives in the US and the Netherlands.

What are you building?

Contact

You will talk to engineers who build for banks, not to a sales script. Fill out the form and get an answer within one business day.

Security and privacy firstISO 27001 and ISO 27701 certified.
Claude Partner NetworkS-PRO is a Certified partner in the Claude Partner Network. Our team includes Claude-certified engineers and architects.
Proven in regulated financeBanks, wealth managers and fintechs in Switzerland, the EU and the US.

Who you’ll talk to

Michael BarskyiHead of Banking & Fintech

Dustin SchulzeSenior Business Analyst

Prefer email or phone?

hi@s-pro.ioEmail +41 41 588 22 54Switzerland +31 20 323 61 46Netherlands

Claude Certified Services Partner(Anthropic)

4.946 reviews on Clutch

Send us your request

Three fields. Takes about a minute.