Industry

Finance & Banking

Advisory that structures, delivery that lands, inside Swiss private banking, wealth management, and regulated finance.

Talk to usAll industries

30+

private banking practice

Combined years

ExCo

advisory + execution

Board-level

100%

FINMA · MiFID · LSFin

Swiss regulated

Capabilities

What we deliver for banks and wealth managers

AI & data strategy for ExCo and Board, framing, trade-offs, decision-relevant options
Operating model redesign across RM, compliance, and operations
AI risk appetite statement and governance framework (now/next/later sequencing)
RM workflow re-engineering, meeting prep, client meeting, post-meeting, Next-Best-Action
Compliance workflow automation, KYC/KYB onboarding, periodic review, transaction monitoring
360° client view and data foundations for personalised advisory at scale
Regulatory change management (FINMA, MiFID II, LSFin/LEFin, FATCA/CRS, AML/CFT, DORA)
Core banking and wealth platform modernisation, embedded squads, managed delivery

Case study

Swiss private bank · ExCo transformation
“Ran a two-session ExCo AI Discovery and operating-model redesign for a Swiss private bank. Mapped the RM value chain, meeting preparation, client meeting, post-meeting, Next-Best-Action, and the compliance journey from onboarding to periodic review. Delivered an AI risk appetite statement and a now/next/later sequencing the committee could act on. Pragmatic, regulated, Swiss.”

ExCo-ready

Decision-relevant options, not a full roadmap

Our approach

Technology built around your business.

Start with the expertise you need. Combine services when the business case calls for it.

Business Advisory

Understand your business problem, map the constraints and define the result before choosing technology.

Explore

Software & Integration

Design, develop and integrate solutions tailored to your operations and existing systems.

Explore

Managed Services

Maintain and improve your solutions with clear responsibilities and support arrangements.

Explore

FAQ

Common questions

Every engagement is designed with FINMA, LSFin/LEFin, MiFID II, FATCA/CRS, AML/CFT, and DORA requirements built in from day one. We work with your Legal & Compliance teams to validate guardrails before any delivery starts, not as an afterthought.

Yes. Our teams have hands-on experience with Avaloq, Temenos, Olympic, Finnova, and custom legacy wealth platforms. We design integration and migration paths that respect existing architecture, minimise disruption to booking operations, and keep data lineage intact for audit.

We start with the business problem and agree the scope with you. That may be an advisory sprint, embedded expertise, a tailored application or a specific integration. Delivery and ongoing support are scoped separately according to your priorities.