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.

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Module 1 — Prioritise value

Build a pragmatic use-case portfolio with clear business outcomes, feasibility assumptions, and risk profile.

Module 2 — Set governance baseline

Define accountability for model decisions, data controls, and human oversight aligned to regulatory context.

Module 3 — Execute in phases

Deliver a first-wave implementation plan with milestones, ownership, and measurable indicators of progress.

Illustrative application contexts

  • • Private banking scenario (ZKB / UBS context): advisor workflow support with controlled retrieval and explainable output review.
  • • Capital markets scenario (SIX / broker context): AI-enabled operations support with clear control checkpoints and escalation ownership.
  • • Group functions scenario (risk, compliance, legal): targeted automation roadmap balancing productivity and policy adherence.

AI Offering Master Asset

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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.

Joao Vieira de Meireles

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.