Swiss financial-market understanding
Delivery approach tailored to Swiss institutional expectations: reliability, clear accountability, and practical implementation depth.
Magpie Projects CH
Collect . Connect . Create . Switzerland
Swiss advisory delivery for financial-services transformation
Practical transformation support for Swiss and Global financial institutions.
We support business and delivery teams with targeted diagnostics, implementation planning, and focused execution support across priority transformation topics.
40+
Senior consultants
CH + DACH
Financial services focus
2-6 weeks
Typical PoC horizon
Focus areas
Dedicated tracks tailored to your current priorities
T+1
T+1 readiness and post-trade operating model
3-day workshop (1 hour/day): T+1 impact mapping, control redesign, and execution roadmap.
Market Data
Market data operating model and value realisation
3-day workshop (1 hour/day): spend transparency, governance design, and quick-win optimisation plan.
Invest & Inheritance
Investment and inheritance journey modernisation
3-day workshop (1 hour/day): journey diagnostics, target-state design, and delivery backlog.
AI Offering
AI advisory and implementation enablement
3-day workshop (1 hour/day): use-case prioritisation, governance baseline, and first-wave delivery plan.
Trade Surveillance
Trade surveillance controls and monitoring utility
3-day workshop (1 hour/day): surveillance maturity baseline, utility target state, and phased implementation plan.
Why Magpie Projects CH
Delivery credibility for Swiss stakeholders and regulated environments.
We combine a focused senior team with hands-on execution depth, helping clients move from analysis to implementation with confidence.
Senior boutique team
A compact team of experienced practitioners able to move quickly while maintaining executive-level quality and precision.
Outcome-focused execution
From initial hypothesis to implementation planning, every engagement is structured around measurable business and operating outcomes.
Focus Areas
Targeted support for AI delivery, T+1, market data, investment & inheritance, and trade surveillance.
Each area includes a practical 3-day workshop format (1 hour per day) to share lessons learned and define clear next steps.
T+1
T+1 readiness and post-trade operating model
Support trading, operations, and risk teams through the operational and control changes required by T+1 settlement cycles.
Workshop format
3-day workshop (1 hour/day): T+1 impact mapping, control redesign, and execution roadmap.
- • Map front-to-back process impacts across trading, confirmations, allocations, and settlement controls.
- • Prioritise remediation actions across data quality, exception handling, and cut-off management.
- • Define a pragmatic implementation roadmap aligned to business criticality and delivery capacity.
Illustrative contexts include Swiss and European institutions such as UBS, ZKB, SIX, Swissquote, Deutsche Börse, Commerzbank, and HSBC.
Reserve a workshop discussion →Market Data
Market data operating model and value realisation
Improve transparency, governance, and consumption efficiency across market data sourcing, controls, and business usage.
Workshop format
3-day workshop (1 hour/day): spend transparency, governance design, and quick-win optimisation plan.
- • Establish an inventory of data products, entitlements, and cost drivers across business units.
- • Strengthen governance for vendor management, usage policies, and compliance-ready reporting.
- • Identify immediate cost, quality, and control improvements without disrupting core business workflows.
Illustrative contexts include banks, brokerages, asset managers, and insurers such as Julius Baer, UBS, ZKB, SIX, Helaba, and Deutsche Bank.
Reserve a workshop discussion →Invest & Inheritance
Investment and inheritance journey modernisation
Design end-to-end client and advisor journeys that improve service quality, transparency, and operational efficiency.
Workshop format
3-day workshop (1 hour/day): journey diagnostics, target-state design, and delivery backlog.
- • Assess current onboarding, advisory, and succession journey pain points across channels and teams.
- • Design target-state journeys balancing client experience, advisor productivity, and regulatory obligations.
- • Prioritise implementation initiatives with clear ownership, milestones, and value hypotheses.
Illustrative contexts include private banks and wealth platforms such as ZKB, UBS, Swissquote, Julius Baer, and selected DACH peers.
Reserve a workshop discussion →AI Offering
AI advisory and implementation enablement
Translate AI ambition into controlled, measurable delivery across business prioritisation, governance, and implementation.
Workshop format
3-day workshop (1 hour/day): use-case prioritisation, governance baseline, and first-wave delivery plan.
- • Define a practical AI opportunity map linked to business outcomes, feasibility, and regulatory constraints.
- • Set a clear governance baseline for model accountability, data controls, and human-in-the-loop decision rights.
- • Design an implementation plan with phased use cases, operating model ownership, and measurable value tracking.
Illustrative contexts include private banking, capital markets, and support functions at institutions such as UBS, ZKB, Swissquote, and selected DACH peers.
Reserve a workshop discussion →Trade Surveillance
Trade surveillance controls and monitoring utility
Strengthen surveillance coverage, alert quality, and control transparency across increasingly complex trading behaviours.
Workshop format
3-day workshop (1 hour/day): surveillance maturity baseline, utility target state, and phased implementation plan.
- • Assess current detection models, workflows, and escalation governance across key products and markets.
- • Define a pragmatic utility blueprint for data, model operations, and case-management standardisation.
- • Prioritise a measurable roadmap balancing compliance confidence, false-positive reduction, and operating efficiency.
Illustrative contexts include Swiss and global institutions such as UBS, ZKB, SIX, Deutsche Bank, Commerzbank, HSBC, and cross-venue broker environments.
Reserve a workshop discussion →Capabilities
Services designed for implementation, not presentation.
We support clients from diagnostics to execution planning and delivery, with practical outputs that can be actioned by business and technology teams.
Strategy-to-execution delivery
Translate strategic priorities into executable delivery plans, with clear scope, governance, and measurable outcomes.
Client-ready PoC implementation
Design and build proof-of-concepts that are robust enough for stakeholder review and practical adoption decisions.
Regulatory and controls alignment
Embed risk, compliance, and control expectations early, including Swiss financial-market requirements and governance standards.
Implementation acceleration workshops
Run focused working sessions with your teams to convert lessons learned into prioritized execution backlogs.
PoC showcase
Example proof-of-concept themes for financial institutions.
Banking & Wealth Management
PoC conceptAI knowledge assistant for private banking
A secure assistant concept for policy, product, and service knowledge with transparent and reviewable outputs.
Outcome: Improve advisor preparation and consistency
Discuss this use caseCapital Markets
PoC conceptMarket data usage transparency cockpit
A management cockpit combining inventory, entitlement, and consumption indicators to support informed governance decisions.
Outcome: Increase spend transparency and control
Discuss this use casePrivate Banking
PoC conceptInvestment and inheritance journey orchestration
A journey-focused prototype supporting advisory continuity across investment decisions and succession events.
Outcome: Improve client experience and advisor productivity
Discuss this use caseDelivery approach
From initial diagnosis to delivery planning in four focused steps.
01
Understand your current state
Assess the current process, controls, and operating-model constraints with relevant business and technology stakeholders.
02
Prioritise practical opportunities
Define a shortlist of opportunities with clear value hypotheses, implementation feasibility, and governance implications.
03
Prototype and validate
Use targeted PoCs and working sessions to validate assumptions and prepare robust implementation decisions.
04
Deliver with confidence
Transition validated outcomes into execution plans with ownership, controls, and measurable delivery milestones.
Gated content
Access practical insight material for Swiss financial-services transformation.
Share your details to unlock the download set. We use this information to prepare relevant follow-up material.
Available downloads
Client-ready materials for decision and planning discussions.
Swiss PoC readiness scorecard
TXT guide
A quick assessment to determine if a use case is ready for a client-facing proof of concept.
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CH launch checklist for advisory offers
TXT checklist
A practical checklist for messaging, governance, commercial enablement, and next-step ownership.
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AI governance briefing for Swiss executives
TXT briefing
A concise conversation starter for leadership teams balancing innovation pace, control, and trust.
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Introductory discussion
Schedule a focused conversation with our Swiss financial-services team.
Share your priority area and we will prepare a concise, relevant session focused on practical next steps.
30-minute introductory call with senior practitioners
Swiss financial-services and regulatory context included
Practical recommendation on scope, options, and next steps