Three situations from the daily reality of fiduciary firms.
Open items are reviewed, dunning levels created by hand and sent one by one.
Our answer: The AI employee prepares the dunning run by your rules and delivers every letter ready for approval.
Depending on who writes, letters to clients sound different.
Our answer: Every draft follows the building blocks and tone of voice of your firm.
Circulars and standard letters start from zero every time.
Our answer: Drafts are created at the push of a button from your templates and the current data.
Text building blocks, salutations and tone of voice are stored centrally and apply to every draft.
Reminders and dunning letters go out on schedule, without anyone maintaining lists.
Year-end, VAT or service updates reach all clients in the same wording.
Engagement confirmations, powers of attorney and similar letters are produced in minutes.
We clarify your starting point, goals and constraints. Free of charge and without obligation.
In the workshop we define the text building blocks, tone of voice and dunning rules of your firm. At a fixed price.
We set up the drafts and test them with real cases from your dunning process. At a fixed price.
After the pilot we take over ongoing operations, further development and training of your team as a monthly subscription.
We store your building blocks, templates and guidelines centrally. Every correction you make feeds into future drafts.
Only if you want them to. By default, your team approves before every dispatch.
In Switzerland, via Azure OpenAI in the Switzerland North region. Contract and governance documentation are included.
Introductory call free of charge, workshop and pilot at a fixed price, ongoing operations billed monthly.
Your question is not listed? The AI answers from the knowledge of this website.
Show us a typical dunning run from your daily work. We will show you how the AI employee prepares it.