AI that drives revenue and net new money, within regulatory guardrails.
“Relationship Managers spend up to 70% of their time on admin-related activities. SkildMind streamlines these workflows, so they can focus on what truly matters: their clients.”
Solution
Our comprehensive suite of AI solutions support relationship managers compliance and back office teams.
Ensure that every financial product and advice aligns with regulations, fiscal residency, and client risk profiles.
Automate prospecting, track key client moments, and analyze email sentiment.
Instantly assess client risk using residency, professional activity, reputation, and sanctions data.
ESpeed up KYC and compliance reviews with streamlined, automated workflows.
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.
Get in touch
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