When small teams
Every new mandate starts with a stack of documents: contract, forms, checklists, signatures. Our AI employee pre-fills everything from existing data, checks completeness and prepares the finished package for signature.
Three situations from the daily reality of independent wealth managers.
Name, address and tax data are transferred by hand into every single form.
Our answer: The AI employee transfers existing details into all documents at once.
Incomplete documents come back, and onboarding is delayed by days.
Our answer: The completeness check happens before anything goes out.
Assembling, sorting and sending the package takes time every time.
Our answer: The package is ready for signature, sorted and with short explanations.
Contracts and forms reach the client filled in, not blank.
Missing details and documents are detected before they cause delays.
All documents sorted, with short explanations for the client.
Per mandate you see what is missing, what is signed and what is under review.
From first meeting to signed contract without a form marathon.
Adjustments to contract and documentation are prepared.
Documents for the new bank are created from existing data.
We clarify your starting point, goals and constraints. Free of charge and without obligation.
In the workshop we go through your documents and define the data sources. At a fixed price.
We set up pre-filling for your most common documents. At a fixed price.
After the pilot we take over ongoing operations, further development and training of your team as a monthly subscription.
From your CRM and the documents the client has submitted. Nothing is invented; missing details are marked as gaps.
Yes, we work with your existing templates and your wording.
In Switzerland, via Azure OpenAI in the Switzerland North region.
Introductory call free of charge, workshop and pilot at a fixed price, ongoing operations billed monthly.
Send us an example of your documents. We will show you the pre-filled package.