.png)
Industries · Financial services
AI and software for banks, fintechs and financial institutions.
Uliasti builds AI agents, custom software and data platforms for Swiss banks, fintechs and financial infrastructure providers. Zurich-based and senior-led, with work delivered where data handling, traceability and uptime are audited, not assumed.
Where the work is
Where the hours go in financial services.
The expensive work is rarely the product. It is the handling around it.
Onboarding and KYC
Documents arrive in five formats, checks run in three systems, and a person retypes the result. Agents can read, verify and prepare the case for a decision.
Reconciliation and reporting
Month-end, regulatory reports and client statements still depend on spreadsheets and late evenings. Data platforms and agents take the repetition out and leave the review.
Client correspondence
Advisors answer the same questions by mail every day. An agent drafts the reply from the client file and the product rules, and the advisor signs off.
How we help
What we build for financial institutions.
Four kinds of work, all delivered into production with the controls your auditors expect.
AI agents
Agents with an audit trail
Agents for onboarding, reconciliation, correspondence and internal requests. Every action logged, approvals where the regulator expects a person.
Less manual handling, defensible decisions.
Data
Data platforms that hold under audit
Governed pipelines and data architecture for reporting, risk and client data, built for Swiss data residency and access control.
One trusted set of numbers.
Software
Custom software and integration
Tools around the core banking system, advisor front ends and integrations where off-the-shelf products do not fit the process.
Systems that fit how you work.
Fintech
Fintech MVPs, compliance-aware
A working product in weeks for fintech teams, with FINMA-relevant requirements designed in from the first sprint.
Faster to market without rework.
What it has to survive
The conditions this work has held up under.
%20(1).svg)
.svg)
.webp)
.svg)
.webp)
Tools we integrate
Works with the platform you already run.
We build inside the tools your teams already use and in the systems behind them. We are an official Claude partner and neutral on everything else.
Google Workspace
Gemini Enterprise
Microsoft 365 and Copilot
Claude
SAP
Salesforce
HubSpot
ServiceNow
Oracle
Atlassian
Slack
NotionRelevant services
Where to start.
Relevant thoughts
Read before you decide.
AI Agents in Production: What Survives?
What happens when agents meet real processes, and what it takes to build ones that last.
Read →AI and Data Protection in Switzerland
What to check before business data goes into AI: FADP basics, where data can live, processor agreements.
Read →Modernize or Replace Legacy Systems?
When to modernise incrementally and when a rewrite is justified, with honest cost curves.
Read →Questions
Financial services, answered.
Can AI agents be used in a Swiss bank or fintech without breaking compliance?
Yes, if they are built for it. Agents in financial institutions need an audit trail for every action, human approval for defined decisions, data that stays in Switzerland or an approved location, and a release process with versioning and rollback. Uliasti builds agents under these conditions and has delivered work for Swiss financial infrastructure and cantonal banking.
Where do banks and fintechs usually start with AI?
With one high-volume, rule-heavy process: client onboarding checks, reconciliation, or standard client correspondence. These have clear baselines, measurable hours and existing controls, so a supervised agent can go live within a quarter and prove itself on real numbers.
Does Uliasti work with our core banking system and existing data?
Yes. Uliasti integrates with existing core and surrounding systems through their interfaces rather than replacing them. Most projects start by connecting to the data a process already produces, then adding agents or software on top.
What does a first project cost?
The scoping session is a fixed price. A first production agent or a fintech MVP is scoped afterwards with a fixed budget and date. For reference ranges, see our article on what secure custom software costs in Switzerland.
What secure custom software costs in Switzerland →