Success stories of our customers
How we succesfully implemented some of our solutions.
AI CRM

Voice First AI CRM for a High Volume Loan Officer Team (NDA)

Overview

Under a strict NDA, we worked with a high performing mortgage team to create a custom built, voice first AI platform that unifies lead management, underwriting preparation, team communication, and partner collaboration. The result is a single, secure workspace that replaces scattered spreadsheets and manual coordination with a smooth, intelligent flow designed for speed, precision, and scale.

Context and Challenge

The client was processing large loan volumes each month but struggled with fragmented intake and slow turnaround times. Information came in from web forms, emails, phone calls, and text messages, leading to missing data, delays, and costly mistakes. Coordination between loan officers, assistants, and partner agents was time consuming, and pipeline visibility was limited.
The goal was clear: build a secure, role based platform that feels as natural as speaking to a colleague while maintaining the rigor required in financial services.

Our Solution

We designed a voice first AI CRM that captures information at the speed of conversation. Natural language input instantly turns into structured records, triggers tasks, generates documents, and updates stakeholders in real time.
Every action is logged, every user sees only what is relevant, and every step can be audited.

Key Capabilities

• Voice input for adding leads, updates, and calculations
• Confirmation prompts that prevent errors before they happen
• Lead management with status tracking and clear activity timelines
• Role specific dashboards for loan officers, assistants, and partners
• Built in calculators for income, debt, and underwriting support
• Automatic generation and secure sharing of pre approval letters
• Integrated team chat and task management
• Row level security and strong authentication

Example in Action

A realtor calls in with a new buyer request.
The loan officer speaks naturally, and the system creates the lead, attaches property data, calculates ratios, and drafts the pre approval letter.
Tasks are assigned to the assistant, and all updates, documents, and messages are captured automatically.

Results

• Faster pre approval cycles and improved client response times
• Fewer manual errors and duplicate entries
• Seamless collaboration between all roles
• Stronger governance and reduced software overhead

Why It Works

Mortgage lending depends on accuracy, timing, and trust.
This system unites every part of the process in one intelligent, compliant environment. By automating repetitive steps, the team can focus fully on serving clients and closing loans with confidence.

SL Studio - Turning Messaging into Bookings and Payments

About the Client

SL Studio is a Dubai based production company specialising in photography, video, AI, and CGI projects. The studio acquires most of its clients through social media messages and wanted a seamless way to turn these conversations into confirmed and paid bookings without losing the human touch.

The Challenge

As the business expanded, managing inbound requests became increasingly complex.
Clients reached out across Instagram, WhatsApp, Telegram, and Messenger, forcing the team to reply manually, check availability, confirm prices, and process payments.
Information was often incomplete, messages were missed, and opportunities were lost. The goal was to automate the process while keeping the experience personal and on brand.

The Solution

We created a custom built AI booking agent that operates 24 hours a day across all major messaging platforms. It understands context, proposes the right service package, confirms availability, and processes payment in real time.

What the System Does

• Detects shoot type, deliverables, usage rights, and budget
• Checks real studio availability and reserves confirmed time slots
• Generates secure payment links and issues receipts instantly
• Collects detailed production briefs through structured chat
• Recognises returning clients and continues previous conversations seamlessly
• Escalates complex or high value projects to a producer with a complete summary

Implementation

The system runs on a retrieval augmented model trained on SL Studio’s tone, pricing logic, and service catalogue. It connects via official APIs for Instagram, WhatsApp, Telegram, and Messenger.
All conversations, bookings, briefs, and payments flow into a single CRM, giving the creative, finance, and marketing teams full transparency across every stage.

Results (First Eight Weeks)

• 38 percent higher lead to booking conversion rate
• 61 percent of bookings paid during the first conversation
• Response time reduced to under ten seconds
• 63 percent of bookings made outside normal working hours
• 24 percent fewer no shows
• 12 to 15 hours per week saved for creative work and upselling

Why It Works

The system automates how clients already communicate.
It delivers instant answers, effortless booking, and smooth payment while preserving the premium feel that defines SL Studio’s brand.
The result is a faster, smarter, and more profitable client experience.

Secure Conversational Automation for a Swiss Banking Client (NDA)

About the Client

Under NDA, we collaborated with a leading Swiss banking institution to design and deploy a fully secure conversational automation system. The platform was conceived, developed, and hosted entirely in Switzerland to comply with national data protection and FINMA regulations.

The Challenge

The client’s teams managed hundreds of client requests every day, relying on manual workflows across disconnected systems.
Data had to be entered multiple times, approvals moved slowly, and compliance checks required constant oversight.
Strict Swiss regulations demanded complete transparency, detailed audit trails, and full data residency within the country.
The goal was to build an automation layer that accelerates operations while maintaining the highest possible level of security and trust.

The Solution

We built a conversational automation platform that enables employees to initiate, route, and complete processes through natural interaction.
The system validates information in real time, enforces access controls, and logs every event for auditability — all while operating inside a secure Swiss infrastructure.

Key Capabilities

• Conversational intake with built in data validation
• Role based dashboards for advisors, compliance officers, and operations
• Automated document collection and encrypted storage
• Real time visibility into approval progress and service levels
• Data and backups hosted exclusively on Swiss servers

Results

• Faster onboarding and approval cycles
• Higher data accuracy and consistency
• Simplified compliance and reporting workflows
• Complete traceability with reduced manual effort

Why It Works

Swiss banking operates under some of the strictest data privacy and governance standards in the world.
This project demonstrates how intelligent automation can streamline critical processes without ever compromising confidentiality, compliance, or control.
Every element, from architecture to hosting,  was built in Switzerland to deliver unmatched security, reliability, and precision.

Behavioral Testing Automation for a Swiss Research Institute (NDA)

About the Client

Under NDA, we worked with a Swiss research institute to develop a large scale automation system designed to simulate human digital behaviour for performance and reliability testing. Every component was designed, built, and hosted entirely in Switzerland to ensure full compliance with national data protection standards.

The Challenge

The institute needed a way to test and observe complex digital systems continuously and at scale.
Manual testing was time consuming, inconsistent, and difficult to reproduce across hundreds of sessions.
Researchers required a framework that could replicate authentic user activity, generate measurable data, and operate autonomously around the clock without human input.

The Solution

We developed a fully autonomous behavioural testing platform capable of running hundreds of simulated sessions simultaneously.
Each session reproduces natural browsing and interaction patterns, executes predefined test cases, and records detailed performance metrics.
All logs, analytics, and datasets are stored securely on Swiss servers, ensuring both scientific accuracy and regulatory compliance.

Core Capabilities

• Scalable orchestration for multi session testing environments
• Realistic interaction models for continuous behavioural observation
• Configurable parameters for geography, device profile, and test scenario
• Centralised dashboard with live analytics and monitoring
• Fully encrypted storage and data retention on Swiss infrastructure

Results

• Reproducible, high quality behavioural data for research and validation
• Continuous 24 hour test cycles without human supervision
• Reduced manual workload for research teams
• Faster iteration and improved confidence in system reliability

Why It Works

Modern digital systems demand consistent and repeatable testing under realistic conditions.
This Swiss made automation platform delivers reliable insights while upholding the highest standards of security, transparency, and data integrity.
It frees researchers from repetitive tasks so they can focus on innovation, analysis, and meaningful discovery.

Enterprise Document Intelligence System

About the Client

We partnered with a leading enterprise client to design a document intelligence platform capable of processing thousands of contracts, claims, and forms every day.
The system was designed, built, and hosted in Switzerland to ensure full compliance with local data protection and governance standards.

The Challenge

The client’s operations team handled an overwhelming number of documents daily.
Manual classification and data entry slowed productivity, caused inconsistencies, and created compliance risks.
They needed a secure, automated solution that could read, understand, and validate documents at scale while maintaining full traceability and auditability.

The Solution

We built a custom AI platform that automatically reads, classifies, and extracts structured data from any document format.
It cross-checks information against internal databases, validates entries based on compliance rules, and routes each file to the correct department.
All actions are logged and auditable, ensuring that every data point can be traced back to its original source.

Core Capabilities

• Optical character recognition and natural language understanding for mixed document types
• Automated classification and validation against regulatory or internal rules
• Configurable routing engine that sends documents to the correct workflow or user
• Central dashboard with search, filtering, and audit logs for every action
• Secure data processing and encrypted storage on Swiss servers

Results

• Over 80 percent reduction in manual document handling time
• Consistent and validated data across departments
• Complete audit trails for compliance and internal governance
• Improved accuracy and faster decision-making for the operations team

Why It Works

Enterprise documentation demands precision and reliability.
This Swiss-built automation platform replaces repetitive work with intelligent validation, ensuring that every document is processed securely, consistently, and with full transparency.
It gives teams back their time while strengthening accuracy, compliance, and control.

Multilingual AI Customer Support Hub

About the Client

We worked with a global logistics and services company that manages customer communication across multiple languages and time zones.
With thousands of inquiries arriving daily through email, chat, and messaging platforms, their support teams faced growing pressure to respond quickly while maintaining consistency and compliance.
The project was designed, built, and hosted entirely in Switzerland to guarantee data security and privacy across all regions.

The Challenge

Customer support was fragmented across several tools and languages.
Agents switched constantly between systems, handled repeated questions manually, and struggled to maintain tone and accuracy under volume pressure.
Response times varied by region, and multilingual coverage required additional staffing.
The client needed a unified, intelligent system that could centralise communication, understand customer intent, and help agents deliver faster, higher quality service — all within Swiss data protection standards.

The Solution

We created a multilingual AI customer support hub that brings every channel and language into one secure platform.
The system automatically detects the customer’s language and intent, proposes accurate responses for agents to approve, and updates the CRM in real time.
It learns from past conversations to improve tone, context, and response speed while maintaining full traceability and compliance.

Core Capabilities

• Unified inbox connecting email, chat, WhatsApp, and web messaging
• Real time language detection and automatic translation for English, German, French, and Italian
• AI driven intent recognition and suggested reply generation
• Integrated CRM sync for complete conversation history and analytics
• Role based permissions and encrypted communication hosted on Swiss servers

Why It Works

Customer service depends on clarity, speed, and trust.
This Swiss built automation platform unifies multilingual communication into one intelligent workspace, giving teams the ability to focus on meaningful support instead of repetitive typing.
Every interaction stays secure, traceable, and on brand — no matter the channel or language.

Results

• Significantly reduced reporting time and manual consolidation effort
• Improved data accuracy and audit readiness
• Seamless compliance with international sustainability frameworks
• Greater confidence and credibility in ESG disclosures

Voice First AI CRM for a High Volume Loan Officer Team (NDA)

Overview

Under a strict NDA, we worked with a high performing mortgage team to create a custom built, voice first AI platform that unifies lead management, underwriting preparation, team communication, and partner collaboration. The result is a single, secure workspace that replaces scattered spreadsheets and manual coordination with a smooth, intelligent flow designed for speed, precision, and scale.

Context and Challenge

The client was processing large loan volumes each month but struggled with fragmented intake and slow turnaround times. Information came in from web forms, emails, phone calls, and text messages, leading to missing data, delays, and costly mistakes. Coordination between loan officers, assistants, and partner agents was time consuming, and pipeline visibility was limited.
The goal was clear: build a secure, role based platform that feels as natural as speaking to a colleague while maintaining the rigor required in financial services.

Our Solution

We designed a voice first AI CRM that captures information at the speed of conversation. Natural language input instantly turns into structured records, triggers tasks, generates documents, and updates stakeholders in real time.
Every action is logged, every user sees only what is relevant, and every step can be audited.

Key Capabilities

• Voice input for adding leads, updates, and calculations
• Confirmation prompts that prevent errors before they happen
• Lead management with status tracking and clear activity timelines
• Role specific dashboards for loan officers, assistants, and partners
• Built in calculators for income, debt, and underwriting support
• Automatic generation and secure sharing of pre approval letters
• Integrated team chat and task management
• Row level security and strong authentication

Example in Action

A realtor calls in with a new buyer request.
The loan officer speaks naturally, and the system creates the lead, attaches property data, calculates ratios, and drafts the pre approval letter.
Tasks are assigned to the assistant, and all updates, documents, and messages are captured automatically.

Results

• Faster pre approval cycles and improved client response times
• Fewer manual errors and duplicate entries
• Seamless collaboration between all roles
• Stronger governance and reduced software overhead

Why It Works

Mortgage lending depends on accuracy, timing, and trust.
This system unites every part of the process in one intelligent, compliant environment. By automating repetitive steps, the team can focus fully on serving clients and closing loans with confidence.

Recruitment and Onboarding Automation

About the Client

We collaborated with a large corporation seeking to modernise its recruitment and onboarding process.
The HR department managed thousands of applications each year, but manual screening, interview scheduling, and document collection consumed valuable time and slowed hiring decisions.
The goal was to create an end to end automation platform that simplifies every step of the candidate journey while ensuring compliance and data protection within Swiss infrastructure.

The Challenge

The client’s recruitment process relied on disconnected systems — career portals, email threads, and spreadsheets.
Applications were reviewed manually, interviews scheduled by hand, and onboarding documents exchanged through unstructured communication channels.
This created bottlenecks, inconsistent candidate experiences, and unnecessary administrative effort.
They needed a secure, intelligent system that connects all HR tools, reduces manual work, and provides a unified view of every candidate.

The Solution

We built a custom AI driven platform that automates recruitment from application to onboarding.
It screens resumes, matches candidates to open roles, coordinates interviews, and automatically generates contracts and employee profiles once hiring decisions are made.
The system integrates seamlessly with existing HR software, manages access permissions, and ensures all sensitive data remains within Swiss hosted environments.

Core Capabilities

• AI powered application screening and candidate ranking
• Automated interview scheduling with calendar integration
• Secure document upload, verification, and contract generation
• Real time dashboards for recruiters and HR managers
• Centralised data storage on encrypted Swiss servers

Results

• Faster candidate processing and improved hiring speed
• Consistent onboarding experience across departments
• Reduced administrative workload for HR teams
• Enhanced data accuracy and full compliance with labour and privacy regulations

Why It Works

Recruitment success depends on efficiency and candidate experience.
This Swiss built automation platform eliminates repetitive work, shortens time to hire, and provides clear visibility at every stage.
It allows HR teams to focus on people rather than paperwork, creating a faster, more engaging, and compliant hiring process.

Intelligent Procurement and Invoice Matching Engine

About the Client

About the Client
We partnered with a large enterprise finance team that processes thousands of purchase orders, invoices, and delivery confirmations each month.
The manual reconciliation process was time consuming, error prone, and difficult to audit.
The company sought an intelligent automation system that could verify transactions in real time while maintaining the highest standards of accuracy, security, and compliance within Swiss data infrastructure.

The Challenge

Procurement and accounting teams spent hours comparing invoices and receipts line by line.
Discrepancies often went unnoticed until late in the cycle, delaying payments and complicating supplier relationships.
Fraud detection required additional manual checks, and data was scattered across multiple systems.
The client needed a solution that could unify the process, detect errors instantly, and provide complete visibility from order to payment.

The Solution

We developed an AI driven engine that automatically cross checks purchase orders, invoices, and delivery receipts.
The system reads and compares data using natural language processing, identifies mismatches or anomalies, and alerts the responsible team for review.
It integrates directly with ERP and accounting systems, ensuring all financial records stay synchronised and auditable.

Core Capabilities

• Automated document reading and cross verification using NLP
• Real time matching of orders, invoices, and delivery confirmations
• Anomaly and fraud detection alerts with confidence scoring
• Centralised dashboard with complete reconciliation history
• Secure data processing and encrypted storage on Swiss servers

Results

• More than 80 percent reduction in manual reconciliation time
• Immediate detection of discrepancies and potential fraud
• Faster supplier payments and improved financial accuracy
• Transparent audit trails and simplified compliance reporting

Why It Works

Financial accuracy depends on trust and transparency.
This Swiss made automation platform replaces repetitive checks with intelligent validation that keeps procurement and accounting perfectly aligned.
It delivers speed, precision, and control — ensuring every transaction is verified, traceable, and compliant.

Autonomous Financial Reconciliation Platform

About the Client

We worked with a private banking client that manages high volume, multi currency transactions across internal systems and external payment networks.
Their reconciliation process required constant manual oversight to verify transfers, identify discrepancies, and maintain compliance with financial regulations.
The objective was to create a fully secure, automated platform capable of reconciling complex data streams with precision and full audit transparency — all hosted in Switzerland.

The Challenge

Daily transaction matching across multiple currencies, ledgers, and accounts created heavy administrative workload and left room for human error.
Data inconsistencies between internal records and external networks delayed settlement and reporting.
Regulatory requirements demanded detailed traceability for every transfer, yet existing tools could not deliver real time visibility.
The bank needed a solution that combines automation, reliability, and complete security under Swiss banking standards.

The Solution

We designed a custom financial reconciliation system that automatically matches transactions across all data sources.
It identifies anomalies, flags exceptions for review, and creates immutable audit logs for every verification step.
The platform operates autonomously and integrates seamlessly with existing ledgers, payment gateways, and reporting tools — all while keeping sensitive data encrypted and stored on Swiss servers.

Core Capabilities

• Automated multi currency transaction matching across systems
• Real time anomaly detection and exception reporting
• Immutable audit logs for compliance and transparency
• Seamless integration with banking ledgers and payment APIs
• Encrypted data processing and hosting within Swiss infrastructure

Results

• Substantial reduction in manual reconciliation time and errors
• Continuous, real time visibility into transaction health
• Stronger compliance posture and simplified audit preparation
• Lower operational costs through intelligent automation

Why It Works

Financial reconciliation requires precision, consistency, and absolute trust in the data.
This Swiss built automation platform delivers end to end control, enabling financial institutions to verify every transaction securely and instantly.
It strengthens oversight while freeing teams from repetitive manual checks — combining speed, accuracy, and Swiss grade security.

AI Compliance Review and Contract Analysis

About the Client

We partnered with a marketing and sales organisation managing complex multi channel campaigns across Meta, Google Ads, HubSpot, and Sprout Social.
Their teams spent large amounts of time manually tracking performance, compiling reports, and synchronising data across platforms.
The goal was to build an intelligent automation system that centralises campaign insights, reallocates budgets automatically, and keeps CRM data accurate and up to date — all securely hosted in Switzerland.

The Challenge

Marketing operations were spread across several disconnected tools.
Each channel had its own metrics, reporting formats, and attribution logic, making it difficult to gain a unified view of results.
Budget adjustments were reactive and required manual input, while lead synchronisation between advertising and CRM systems often lagged behind.
The client needed a single, reliable platform that combines data from all marketing sources and continuously optimises performance in real time.

The Solution

We developed an AI driven orchestration suite that integrates Meta, Google Ads, HubSpot, and Sprout Social into one seamless ecosystem.
The platform tracks campaigns across all channels, measures ROI continuously, reallocates spend to the best performing segments, and updates lead scoring inside the CRM automatically.
It also generates real time performance dashboards, giving marketing and management teams full visibility without the need for manual reporting.

Core Capabilities

• Centralised tracking of campaigns across Meta, Google Ads, HubSpot, and Sprout Social
• AI powered budget reallocation based on real time ROI data
• Automatic lead synchronisation and scoring within CRM systems
• Custom dashboards for campaign performance and revenue attribution
• Secure data handling and encrypted storage within Swiss hosted infrastructure

Results

• Faster, data driven decision making across marketing and sales teams
• Increased ROI through automated budget optimisation
• Improved accuracy of lead tracking and conversion reporting
• Full transparency and control over cross channel campaign performance

Why It Works

Multi channel marketing requires clarity, speed, and smart automation.
This Swiss built platform connects every major advertising and CRM system into a single intelligent workflow, ensuring teams spend less time collecting data and more time creating impact.
It delivers actionable insights, stronger performance, and the full reliability of Swiss based infrastructure and data governance.

Cross Platform Marketing and CRM Automation

About the Client

We partnered with a marketing and sales organisation managing complex multi channel campaigns across Meta, Google Ads, HubSpot, and Sprout Social.
Their teams spent large amounts of time manually tracking performance, compiling reports, and synchronising data across platforms.
The goal was to build an intelligent automation system that centralises campaign insights, reallocates budgets automatically, and keeps CRM data accurate and up to date — all securely hosted in Switzerland.

The Challenge

Marketing operations were spread across several disconnected tools.
Each channel had its own metrics, reporting formats, and attribution logic, making it difficult to gain a unified view of results.
Budget adjustments were reactive and required manual input, while lead synchronisation between advertising and CRM systems often lagged behind.
The client needed a single, reliable platform that combines data from all marketing sources and continuously optimises performance in real time.

The Solution

We developed an AI driven orchestration suite that integrates Meta, Google Ads, HubSpot, and Sprout Social into one seamless ecosystem.
The platform tracks campaigns across all channels, measures ROI continuously, reallocates spend to the best performing segments, and updates lead scoring inside the CRM automatically.
It also generates real time performance dashboards, giving marketing and management teams full visibility without the need for manual reporting.

Core Capabilities

• Centralised tracking of campaigns across Meta, Google Ads, HubSpot, and Sprout Social
• AI powered budget reallocation based on real time ROI data
• Automatic lead synchronisation and scoring within CRM systems
• Custom dashboards for campaign performance and revenue attribution
• Secure data handling and encrypted storage within Swiss hosted infrastructure

Results

• Faster, data driven decision making across marketing and sales teams
• Increased ROI through automated budget optimisation
• Improved accuracy of lead tracking and conversion reporting
• Full transparency and control over cross channel campaign performance

Why It Works

Multi channel marketing requires clarity, speed, and smart automation.
This Swiss built platform connects every major advertising and CRM system into a single intelligent workflow, ensuring teams spend less time collecting data and more time creating impact.
It delivers actionable insights, stronger performance, and the full reliability of Swiss based infrastructure and data governance.

AI Knowledge Assistant for Internal Teams

About the Client

We collaborated with a large enterprise that wanted to make internal knowledge instantly accessible to its employees.
Information was spread across SharePoint, Confluence, internal databases, and cloud storage, making it difficult for teams to find accurate answers quickly.
The company aimed to build a secure, intelligent assistant that could understand context, provide precise responses, and operate entirely within Swiss infrastructure.

The Challenge

Employees spent valuable time searching through files, outdated documents, or long email threads just to find the right information.
Knowledge was often duplicated across departments, and critical insights were lost in unstructured content.
Existing search tools were limited to keywords and could not interpret natural language queries.
The organisation needed a private, compliant AI system that delivers fast, verified answers — without ever exposing internal data to external networks.

The Solution

We developed an AI knowledge assistant that connects directly to the company’s internal tools, including SharePoint, Confluence, and file repositories.
Employees can ask questions in natural language, and the assistant retrieves accurate, context aware responses based only on verified internal content.
It respects user permissions, keeps all processing within encrypted Swiss environments, and learns from usage to continuously improve accuracy.

Core Capabilities

• Natural language query understanding and contextual response generation
• Secure integrations with SharePoint, Confluence, and internal databases
• Role based access control and granular permission management
• Continuous model refinement based on feedback and internal updates
• Full hosting and encryption on Swiss servers for maximum data protection

Results

• Instant access to verified company knowledge across departments
• Significant reduction in time spent searching for information
• Improved knowledge sharing and onboarding for new employees
• Enhanced security and compliance through private, Swiss based deployment

Why It Works

Knowledge is only valuable when it is accessible and reliable.
This Swiss built AI assistant turns scattered company information into a trusted, on demand resource that empowers teams to work faster and smarter.
It keeps data fully protected, contextually relevant, and always within the organisation’s secure Swiss environment.

Made in Switzerland

All our enterprise systems are custom built in Switzerland and operated exclusively on Swiss-hosted infrastructure.
We follow the highest security standards, apply strict role-based governance, and ensure that every dataset remains under Swiss jurisdiction.

Swiss precision. Swiss privacy. Swiss reliability.