The optimization potential of AI focuses on the bank's business processes

Banks can use AI agents to enhance customer service with intelligent chatbots that provide immediate and personalized support. AI-powered search optimizes data retrieval processes and increases efficiency for both employees and customers. Advanced analytics deliver real-time market insights to support informed decision-making. In addition, the automation of compliance processes ensures regulatory adherence while reducing risks and operational costs.

Our AI agents offer all this and much more.

We build our AI agents around your processes:

Dividing your operations into customer, core, and support processes makes it possible to deploy AI agents precisely where they create the most value. Customer processes offer potential for automation and personalization, core processes benefit from data-driven decision support, and support processes can be made more efficient.

Customer processes

Support sales, marketing and customer service with intelligent chatbots, valuable insights and personalized customer advice.

Core processes

The core business of banks: investing, financing and payments. Support your core processes with personalized financial products, streamlined document processing and enhanced search capabilities.

Support processes

All processes running in the background: enable informed decisions through advanced analytics and automate your compliance processes to ensure regulatory adherence while reducing risks and operational costs.

Meeting transcripts and summaries – also in Swiss German

Our smart transcription solution for MS Teams brings efficiency, clarity and accountability to your meetings – no Copilot license required. Automatic installation ensures a seamless start, while accurate transcriptions in multiple languages – including Swiss German – provide clarity.

Powered by robust open-source technology, the system identifies different speakers, generates concise summaries, and highlights key to-dos. All results can be integrated directly into your CRM or internal systems. You retain full flexibility and control over your data – store it on Azure, on-premises, or at a location of your choice.

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Discover our AI agent use cases for the financial sector:

AI assistants

Based on LLMs, AI assistants automate administrative tasks or offer support in the execution of repetitive tasks. They are reactive and perform a task according to the user’s prompt. Discover our selection of AI assistants here.

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AI agents

Tailored AI agents for your industry: we develop AI solutions based on ti&m’s expertise and the specific needs of our clients.

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AI education

Discover our leadership training on artificial intelligence and AI governance. Position your company as a pioneer in the field of AI with our 90-minute workshop.

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Head of AI & Digital Solutions

Lisa Kondratieva

Discover all use cases for industry-specific AI agents. Book a meeting now.

AI agents for banks and financial institutions