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AI for finance · Geneva & Lausanne

Finance.AI for your practice.

Wealth managers, family offices, private equity, and audit, tax and advisory. Explore AI through the needs of your financial practice.

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The right tools.

We select and configure OpenAI and Anthropic tools around your work, then train your team to use them well.

Blueprint

Privacy, built in.

Stealth establishes zero-retention arrangements with the model provider and configures accounts, models and features to the agreed scope. Access, storage and connected tools are defined separately.

Stealth

Costs in balance.

Review subscriptions, model choice and context size against the work actually needed. Pixel helps match AI resources to each task, keeping the cost per useful result in view.

Pixel

Financial practices

One field.Several practices.

Explore your area of finance. The detailed presentation of each practice will be developed here.

Wealth managers

ChatGPT and Claude for your investment practice. Protect client information with a defined privacy setup, and match AI spending to the work your team needs.

Explore wealth managers

Family offices

ChatGPT and Claude for your family office, with clear boundaries for sensitive information and AI costs. Put the right tools around the family’s documents and decisions.

Explore family offices

Private Equity

The private equity practice will be presented here. Detailed content to follow.

Audit / Tax / Advisory

The audit, tax and advisory practice will be presented here. Detailed content to follow.

Your team reviews the work and decides what happens next.

In Geneva and Lausanne.

Based in Lausanne, ogram works with professional teams in Geneva, Lausanne and across French-speaking Switzerland, in French and English. We start with one workflow, define which sources and tools it can use, and review the results with your team before extending it.

Privacy and security

A starting point

Let’s start withyour practice.

Describe your work or your question in a few words. We will reply by email; you can also book a call directly.

How we handle your details

We’ll reply by email.

Book a call · 30 min

info@ogram.ch