- Artificial Intelligence
We leverage our comprehensive, multi-disciplinary expertise gained from over 25 years of consultancy
Artificial Intelligence (AI) is playing an increasingly vital role in the financial sector. Among other benefits, AI assists market participants in enhancing and personalizing customer offerings, streamlining processes, minimizing risks, simplifying regulatory procedures, and detecting fraud. The applications of AI in the financial sector are continuously expanding, providing companies with the opportunity to gain competitive advantages.
Pragmatica can excellently accompany you on your unique AI journey with comprehensive specialized expertise.

Best Practices, Trainings, Coachings
We present tailored and field-tested AI use cases and implementation options, empowering your team through customized coaching and training. This effectively ensures that AI delivers the desired value securely for your company.
Potential Analysis („AI Map“): Applications & Use Cases
We collaborate with you to define short- and medium-term AI goals, applications, and use cases, validating them against relevant insights from the financial industry. This forms the basis for both envisioning and concrete implementation, including necessary technical prerequisites, tools, LLM model selection, etc., along with results monitoring.

Models/LLMs & Information Gathering
Pragmatica assists you in defining and implementing the most robust and meaningful business logics & LLMs for your use cases and scenarios on your "AI map". Our experts consider the acquisition of necessary data & information as a central prerequisite from the outset.

Employees, Processes & Organisation («Get Fit for AI»)
To harness AI, employees increasingly need data-oriented and technological skills. Organizations must become more flexible to adeptly and promptly leverage evolving technological capabilities. We assist you in making your employees and organization "Fit for AI."

Technology, Infrastructure & Architecture
Automated decision processes and advanced analytics are transforming traditional banking technologies. The use of AI necessitates robust data infrastructures, flexible and scalable systems, powerful data centers, and agile software architectures. We assist you in making timely and comprehensible decisions for your future technology, infrastructure, and architecture based on your unique starting point and AI objectives.
Compliance
The use of AI in the financial sector requires effective compliance monitoring to ensure ethical and legal conduct. Additionally, AI offers opportunities to streamline compliance processes themselves. The Pragmatica Risk & Compliance Team provides precise support with a balanced approach and forward-looking perspective, helping you be well-prepared for future compliance requirements and efficiently manage your compliance processes.
SELECTED REFERENCES
Success Stories
AI architecture review and development of suggestions for improvement
Initial situation
The enterprise architecture of a medium-sized bank wants an external view of the current AI solution design and a clear approach to implement AI solutions and receive recommendations for future design of the same. This is important because the bank does not have any AI experts internally, the use of the technology is new to the bank (apart from purchased black box solutions) and business demand for AI solutions is likely to increase significantly.
The aim is to support the enterprise architecture – and in particular the text assistant usecase – in the following areas:
- Architecture and solution finding
- Competencies
- method
- documentation
Our contribution
- Clear status analysis that clearly shows the current problems but also opportunities in implementing the solution
- Suggested solutions to increase internal competencies and improve the resilience of data-driven requirements
- Unmistakable description of why enterprise architecture should be brought more into play in order to avoid isolated solutions
- Showing the current problems and opportunities in the collaboration of different teams
Client benefit
- As part of the mandate, recommendations and appraisals were made on company-wide AI efforts in corporate architecture, cloud and compliance, as well as on the implementation, procedure and architecture of a specific use case.
- Interview with various parties involved in the topic of AI, summary of the conversations and recommendations for organizational improvements.
- Comprehensive presentation that examines both the technical aspects of the LLM-RAG approach and the costs of the various on-premise and public cloud solutions in more detail.
- Moderation of workshops between Value Stream Lead, external solution provider and the internal development team with the aim of suggesting improvements for the further course of the project.
Optimizing customer interaction through the use of innovative technologies at a Swiss retail bank
Initial situation
The Swiss bank was faced with the challenge of reducing the volume of incoming customer calls, which had increased significantly due to extensive changes in e-banking. As part of the measures to reduce call volume, the goal was to expand self-service solutions and optimally guide customers at the digital touch points along the customer journey.
At the same time, the Swiss bank was faced with an increase in written customer inquiries, which made an efficient processing solution essential. As a strategic response to this, the goal was defined to develop an advanced AI-supported system to increase the efficiency in processing these requests.
Our contribution
- Reduced call volume: Implementing new and improving existing self-service solutions contributed significantly to achieving the goal of reducing customer call volume
- More efficient processing of written customer inquiries: The development and introduction of an AI-supported tool enables the bank’s employees to process written customer inquiries faster and with high quality
- Increased customer satisfaction: Customers benefit from faster and more efficient digital self-service solutions, resulting in an increase in overall customer satisfaction
Client benefit
- Support for strategic projects from concept development to technical implementation and rollout
- Requirements analysis, process design, solution design and project planning of service solutions and AI applications
- Examination of existing digital self-service solutions in comparison to the market offerings, combined with the creation of a comprehensive report that includes targeted recommendations for action
- Reduced call volume: Implementing new and improving existing self-service solutions contributed significantly to achieving the goal of reducing customer call volume
- More efficient processing of written customer inquiries: The development and introduction of an AI-supported tool enables the bank’s employees to process written customer inquiries faster and with high quality
- Increased customer satisfaction: Customers benefit from faster and more efficient digital self-service solutions, resulting in an increase in overall customer satisfaction