A workshop for independent financial advisors, small wealth managers and EAMs (External Asset Managers). We focus on producing high-quality client materials, monitoring markets, and meeting FINMA / regulatory expectations — without sending client data to public AI tools.
These are the day-to-day bottlenecks we have seen across firms in your industry — the workshop is built around solving them.
Quarterly performance reviews, market commentary and tailored client letters take days.
Too many newsletters, research notes and macro headlines to actually read each morning.
Suitability records, KYC updates and FIDLEG/FINSA documentation pile up quickly.
Each prospect meeting requires a fresh, branded deck and a tailored investment narrative.
Five focused modules over four hours, on-site at your office. Every module includes a working example built on your real workflows and data.
Realistic view of where AI helps EAMs and family offices — and where regulatory limits apply.
Hands-on workflow that turns custodian PDFs and Excel exports into branded client commentary.
Build an agent that summarises overnight news and your sources into one daily morning brief.
Prompt patterns that respect FINMA/FIDLEG-FINSA tone, suitability and disclosure requirements.
A reusable pitch builder that pulls from your past presentations, performance data and house views.
You leave the workshop with assets your team can use the very next day — not just slides.
A working prompt-driven template you can use the same week for the next reporting cycle.
Configurable agent setup that delivers a one-pager every morning before the market opens.
A library of guardrails to keep AI output inside regulatory boundaries.
A short reference of which tools to use for what data class — and which to avoid.
On-site in Switzerland. Travel within Switzerland is included. Custom multi-day formats available on request.
Most clients book at least one follow-up service after the workshop. We package and price these transparently.
CHF 280/hour or CHF 1,800 for an 8-hour pack — remote 1:1 sessions to refine prompts and review your outputs.
From CHF 6,500 — one-week sprint to connect your documents, knowledge base or CRM to a private AI assistant.
From CHF 9,800 — a fully custom AI agent for one of your core workflows, deployed locally or in your private cloud.
Tell us a bit about your team and we will send a tailored half-day agenda within 48 hours.