Industry
Finance & Banking
Advisory that structures, delivery that lands — inside Swiss private banking, wealth management, and regulated finance.
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
01AI & data strategy for ExCo and Board — framing, trade-offs, decision-relevant options
02Operating model redesign across RM, compliance, and operations
03AI risk appetite statement and governance framework (now/next/later sequencing)
04RM workflow re-engineering — meeting prep, client meeting, post-meeting, Next-Best-Action
05Compliance workflow automation — KYC/KYB onboarding, periodic review, transaction monitoring
06360° client view and data foundations for personalised advisory at scale
07Regulatory change management (FINMA, MiFID II, LSFin/LEFin, FATCA/CRS, AML/CFT, DORA)
08Core 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
Shape. Build. Operate.
Three composable pillars — pick the ones you need, or combine them end-to-end.
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.
