Three situations from the daily reality of fiduciary firms.
Teams use public AI services for client or financial data without knowing where it lands.
Our answer: The company gateway processes everything in a protected environment, with clear rules on models and data locations.
Without shared guidelines, the quality of results depends on individuals.
Our answer: Company guidelines, tone of voice and proven templates are stored centrally and apply to everyone.
Individual subscriptions grow untracked, and nobody sees usage and costs as a whole.
Our answer: Usage and costs run through one setup with roles and reporting, visible per team.
Models and data processing run in Switzerland, in line with the Swiss Data Protection Act.
Letters, minutes and summaries are produced in a protected environment, even with client details.
Questions on VAT, payroll or company law are answered without case files leaving the firm.
Internal templates and policies become searchable, without digging through folders.
We clarify your starting point, goals and constraints. Free of charge and without obligation.
In the workshop we define roles, guidelines and the systems to connect. At a fixed price.
We set up the company gateway for a first team and test it in daily work. At a fixed price.
After the pilot we take over ongoing operations, further development and training of your team as a monthly subscription.
Same experience, different frame: central guidelines, no company data in public services, costs and usage in view.
In Switzerland, via Azure OpenAI in the Switzerland North region. Contract and governance documentation are included.
Yes. Building blocks, policies and document templates of your firm are stored centrally and applied in every conversation.
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 how your team works with AI today. We will show you the protected company gateway.