AI that helps increase revenue within regulatory guardrails.
“Relationship Managers spend up to 70% of their time on admin & compliance tasks, with product suitability reviews consuming a large share of that time. SkildMind reduces product suitability reviews from hours to seconds.”
Solution
This solution is designed specifically for relationship managers, helping them grow revenues while operating confidently within regulatory guardrails.
Ensure that every financial product and advice is fully aligned with applicable regulations, fiscal residency, client’s personal situation and risk profile.
Embed regulatory requirements into every investment decision.
Prevent costly regulatory breaches with documented and defensible investment recommendations.
Enhance the advisory process and free relationship managers to focus on what matters most: building strong client relationships and delivering strategic advice.
Who we are
Pioneering work in AI Strategy and Governance
Founder and CEO
Board Advisor at the Oxford Internet Institute, Ex Director of Strategy at Truera and AI-Lead at the WEF
Co-Founder and CTO
X-IA Board Member, Data Science Engineer, Master's Degree Applied AI at École Polytechnique
AI Product Designer
Design Consultant at Coactive AI, Ex Truera
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SkildMind is a Swiss startup dedicated to augmenting wealth management professionals with enterprise-grade AI. Our solutions help wealth managers grow revenue, increase net new money, and operate confidently within regulatory guardrails.
Our team combines deep expertise in financial services, enterprise AI, and AI governance. With more than a decade of experience designing and deploying AI solutions in highly regulated industries, we bring proven capabilities to help the wealth management industry adopt AI responsibly and at scale.
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