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Banking & Private Wealth

Switzerland manages a quarter of the world’s cross-border wealth — under some of its strictest rules. SovraRAG gives banks, private banks and external asset managers an AI analyst that respects banking secrecy by construction: data never leaves Switzerland, every answer carries citations, and every query is logged for the auditor.

GraphRAGAgentic reasoningAccess controlAudit logOperator-blind encryption

What teams build with it

  • Regulatory intelligence
    Ask questions across FINMA circulars, internal directives and policy manuals — and get one cited answer instead of a day of searching.
  • Relationship-manager briefings
    Summarise a client dossier — KYC files, meeting notes, mandates — into a pre-meeting brief, restricted to documents the RM may access.
  • Cross-document clause comparison
    Compare risk and termination clauses across hundreds of credit agreements and product documents via the knowledge graph.
  • Audit-ready answers
    Every response cites its sources with relevance scores; the full query log doubles as evidence for internal audit and FINMA reviews.

Compliance & sovereignty

Swiss banking secrecy (Art. 47 BankA) and FINMA outsourcing rules (Circular 2018/3) make routing client data through foreign cloud AI services a board-level risk. SovraRAG removes the question entirely: AI inference, vector storage, document archive and backups all run in Swiss datacenters, every document is encrypted with a per-tenant AES-256-GCM key before storage, and the operator cannot decrypt your content. The complete query and audit log gives internal audit and FINMA reviewers a verifiable trail of who asked what, when, and which sources the answer used.

See it on your own documents

Get a guided demo and a proof-of-concept with your corpus — on Swiss infrastructure from day one.