‘We can now access regulatory knowledge in seconds.’
Bank Zimmerberg relies on the Swiss AI Platform: regulatory clarity within seconds, greater security in employees’ daily work, and a model for responsible AI use.
With the Swiss AI Platform, Bank Zimmerberg demonstrates how AI operates within a regulated environment.
- Founded: 1820
- 2 company locations
- Customer assets under management:
> CHF 1 billion
- Regulatory knowledge available within seconds
- Increased efficiency and employee trust in AI
- Guaranteed data sovereignty in a Swiss data centre
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When knowledge becomes a challenge
Every bank is subject to regulatory requirements. For many financial institutions, this presents a challenge because employees require constant access to internal policies, FINMA circulars and other documents and must be able to interpret these correctly. In practice, accessing this information often takes significant time and effort, as it is scattered across various formats and sources that have to be searched manually. The ensuing delays and confusion can increase the risk of providing incorrect or incomplete information.
Bank Zimmerberg identified a need for new tools to improve the quality and speed of internal information processing without compromising security or data protection. New employees and temporary staff, in particular, benefit from fast and targeted access to relevant knowledge. This is key for their efficient induction.
The quest for a secure yet flexible solution
The challenge is not only technical in nature. Many banks are faced with the problem of inefficient, outdated document searches. At the same time, however, there are often concerns about the use of artificial intelligence. How reliable are the results? How can we make sure that the information being provided is correct? And, most importantly, how can sensitive data be protected?
What was required was a solution that was both technologically sophisticated and tailored to the bank’s regulatory and strategic needs. A solution that creates trust instead of increasing uncertainty.
An intelligent assistant – controlled by humans
Together with Swisscom, Bank Zimmerberg now relies on the Swiss AI Platform, a secure AI platform that guarantees tailor-made solutions for GenAI applications with comprehensive data protection. Applications such as the Policy Bot, which is based on a RAG (Retrieval Augmented Generation) model, allow large amounts of text information to be searched in a targeted manner and accurate answers to be generated.
Control always remains with the human user. The AI not only provides an answer, but also the appropriate source from the internal rules and regulations so that the information can be verified and traced. This strengthens employee confidence and, at the same time, significantly increases efficiency in their work.
Innovative solutions are being developed in the light-filled offices of Bank Zimmerberg.
A key success factor is the choice of platform itself. The Swiss AI Platform guarantees data sovereignty in Switzerland. Operated in a highly secure data centre with NVIDIA SuperPOD technology, it not only offers powerful computing capacity, but also the security that banks require. The platform was designed to comply with Swiss regulations and ensure that no sensitive information leaves the country.
The introduction of such solutions is structured and gradual. In most cases, it begins with a proof of concept, in which the solution is tested on a small scale. Employees are involved from the outset, and their feedback is incorporated directly into the solution’s further development. The result is a solution that is not only technically impressive, but also works in practice.
A gain in terms of efficiency and trust
With the Policy Bot on the Swiss AI Platform, Bank Zimmerberg has not only solved a technical problem but has also achieved sustainable progress. Employees can answer regulatory questions more quickly and confidently, the induction of new colleagues is noticeably simplified, and the risk of incorrect information is significantly reduced.
At the same time, the bank positions itself as a modern, responsible institution that uses new technologies where they create real added value: for the organisation, for employees and for compliance with regulatory requirements.