Session 1 — Prioritise value
Build a pragmatic use-case portfolio with clear business outcomes, feasibility assumptions, and risk profile.
AI Offering Insights
AI advisory and implementation enablement
This offering supports Swiss stakeholders in moving from AI ambition to controlled implementation. The focus is on business relevance, governance clarity, and delivery discipline.
Delivery package
Modules, examples, and booking path
Session 2 — Set governance baseline
Define accountability for model decisions, data controls, and human oversight aligned to regulatory context.
Session 3 — Execute in phases
Deliver a first-wave implementation plan with milestones, ownership, and measurable indicators of progress.
3-session workshop
Translate AI ambition into controlled, measurable delivery across business prioritisation, governance, and implementation.
- • 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 application contexts
- • Private banking scenario (UBS, Julius Baer, Pictet, other): advisor workflow support with controlled retrieval and explainable output review.
- • Capital markets scenario (SIX, Swissquote, Zürcher Kantonalbank, other): AI-enabled operations support with clear control checkpoints and escalation ownership.
- • Group functions scenario (UBS, PostFinance, Lombard Odier, other): targeted automation roadmap balancing productivity and policy adherence.
Gated content
Executive summaries and full reader pages
Access the summary first, then open the full PDF in a dedicated reader page with team context, share actions, and a direct booking path.
ai advisory
AI Offering Master
Business prioritisation, governance baseline, and first-wave delivery plan.
A concise executive pack showing how Swiss financial-services teams can move from AI ambition to a governed first delivery wave.
- • Prioritises AI use cases by value, feasibility, and control readiness.
- • Sets a governance baseline for accountability, data controls, and human oversight.
- • Translates ambition into an executable phased roadmap for implementation.
Team for this offering
Relevant delivery profiles
The team composition is adjusted to the offering scope, with profiles selected for execution depth, analytical rigor, and stakeholder coordination in Swiss financial-services environments.
Nourdine Abderrahmane
Partner | Country Head Magpie Projects Schweiz
Swiss financial-services transformation leader with broad strategy, innovation, and delivery experience across capital markets, post-trade, and wealth-management change programs.
Why relevant here
Provides executive sponsorship, Swiss market context, and senior programme leadership across business, technology, and implementation decisions.
Joao Vieira de Meireles
FS Business & IT Manager
15 years of professional experience, including 10 years of consulting across fund and asset servicing, brokerage, insurance, corporate banking, and wealth management.
Why relevant here
Leads transformation delivery, target-state design, cloud and AI-enabled platform initiatives, and coordination between business and technology stakeholders.
CZ
Chongshuo Zhai
Consultant, Quantitative Finance
ETH and Swiss Finance Institute background with experience in quantitative finance, BIS data pipelines, and ML/AI model evaluation for market-abuse detection and regulatory reporting.
Why relevant here
Supports data-intensive design, model evaluation, analytics pipelines, and scalable delivery in regulated environments.