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Document automation and AI agents for companies in Switzerland

Document work is expensive here because qualified hours are expensive — which is where automation tends to pay back most, to be confirmed with your numbers in the diagnostic.

Reference currency
CHF
Applicable data regime
nLPD / revDSG
Why this market
Switzerland
Where the problem shows up

Ten sectors in this market, and the document work each of them still does by hand.

  • 01

    Wealth management and family offices

    Consolidating positions across several banks and jurisdictions into a monthly report assembled by hand in a spreadsheet.

    The consolidated report is generated from the sources, with every figure traceable and human review before it goes out.

  • 02

    Pharmaceuticals and life sciences

    Regulatory dossiers assembled from dozens of documents with different versions and expiry dates.

    One source per document, the current version identified, deadlines flagged before they expire.

  • 03

    Precision machinery and watchmaking

    Quote requests that arrive as PDFs and take days to answer because someone has to read and retype them.

    The quote starts from data already extracted and checked by a person.

  • 04

    Insurance and reinsurance

    Claims with attachments in different formats and languages, triaged by hand before reaching the decision-maker.

    Triage is automatic and the analyst receives the case already summarised, with the original always one click away.

  • 05

    Private banking and fiduciary services

    Know-your-client processes repeated at every review, asking for the same documents all over again.

    One master record per client that feeds every review and asks only for what changed.

  • 06

    Specialty chemicals

    Safety data sheets and declarations of conformity maintained per country in shared folders.

    A single versioned library that produces the right sheet for the right country.

  • 07

    Medical devices

    Technical files that grow with every audit, where nobody can point to the current version without asking.

    The current version is obvious, history intact, audits prepared from a single record.

  • 08

    Logistics and freight forwarding

    Shipping documents read by hand to fill the system, one by one, with errors that only surface at the border.

    Data arrives already extracted and checked; anything doubtful goes to a person rather than to a guess.

  • 09

    Consulting and audit

    Billable hours spent gathering and formatting client documents before the work you actually sell begins.

    Gathering and formatting stop consuming billable hours.

  • 10

    Energy and infrastructure

    Tenders with long documentary requirements and short deadlines, answered out of email and folders.

    Every requirement linked to the document that satisfies it, and what is missing is visible before the deadline.

Assess a critical process

A focused conversation about where your company loses qualified hours — and what it costs to carry on.