Solution introduction
AI agents and relationship-manager copilots for wealth and asset managers, taken from pilot to production
Client onboarding and KYC support, document processing and investment research assistants, with audit trails and human-in-the-loop controls
AI agents and relationship-manager copilots for wealth and asset managers, built by S-PRO, a Swiss international firm headquartered in Zurich with an office in the US and global delivery.
We design client onboarding and KYC support, document processing and investment research assistance, and take each pilot to production with audit trails and human-in-the-loop controls.
We implement Claude for financial institutions; S-PRO is a Certified partner in the Claude Partner Network, and our team includes Claude-certified engineers and architects.
We also develop wealth management and trading platforms. Since 2014, our 250+ engineers have worked with banks, wealth and asset managers, insurers and FinTechs. ISO 27001 and ISO 27701 certified.
