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Reliable AI agents for the most sensitive data

AI agent for finance and insurance: compliance, efficiency and measurable ROI

Full control over your sensitive data

Compliance with Swiss and sector-specific requirements

Sourced answers that your teams can audit

AI should reduce your risks, not create new ones

AI for banking and insurance with controlled data

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No uncontrolled sending of sensitive data to black boxes

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AI architecture designed with your compliance and security teams

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Priority on measurable business gains, not hype

Every answer must be explainable, traceable and auditable

Financial AI with sourced and traceable answers

In banking and insurance, an AI system that invents a rule, a clause or a figure is unacceptable. With TrustedGPT, every answer is based on your own internal repositories and displays its sources explicitly. Your lawyers, risk managers and actuaries can therefore verify, audit and challenge the answers, without depending on an opaque model.

Controlled indexing of your internal procedures, policies and FAQs

Answers with direct links to source documents

Traceability of who asked what, and what was answered

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American proprietary AI solutions or European, even Chinese, open-source solutions: you choose the model and hosting

Secure AI for finance and insurance in French-speaking Switzerland

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Between regulatory requirements, internal security policies and the reality of technology offerings, the choice of an AI foundation is never neutral. We support you in making a structured decision between American models, open-source solutions and options hosted in Switzerland.

Joint analysis of legal, technical and operational risks

Compared scenarios: public cloud, private infrastructure or Swiss hosting

Documented recommendations for your risk committee

A path designed to limit project risks

Deployment of AI agents in banking and insurance with governance

You may have already seen AI projects that never left the lab. Our approach is designed to secure your decisions while leading to concrete uses adopted by business teams.

Initial business and risk workshop to precisely define the scope

Prototype focused on a priority process, using real data and metrics

Pilot phase with a small group of users

Progressive industrialization, integrated into your controls and IT governance

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Reliable AI solutions for banks, insurers and regulated institutions

28

years of consulting and training

At the intersection of business and technology.

2024

cited in the French-speaking Swiss press

ICT Journal for an innovative AI agent presented at the Swiss IT Forums.

3,000

professionals supported

In mentoring, digital transformation and AI.

Answer objections before they block the project

Can we use your AI agents without sending our data abroad?

Yes. We design architectures that can operate with models hosted in Switzerland or on your own infrastructure, while securing incoming and outgoing flows so that your data lifecycle remains controlled.

How do you manage compliance with our regulatory and FINMA requirements?

We work with your compliance and risk teams to integrate their constraints into the design of the solution itself, and we document each choice to facilitate internal validation and audits by both internal and regulatory bodies.

How can we prevent AI from inventing sensitive or incorrect information?

TrustedGPT is configured to answer only from your validated repositories and to systematically display the sources used, enabling immediate control.

How long does it take to see the first tangible results?

On a clearly defined scope, a first pilot AI agent can be operational within a few weeks, with measurable gains on a targeted process.

A strategic call to clarify your AI options

In an initial 30-minute call, we identify possible use cases and outline the most appropriate next step for you, based on your maturity with generative AI and your current management of data and business processes.

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