Relationship manager
Task today
Meeting notes and follow-up mail
What AI changes
AI summarises conversations; product claims and client data stay approval-gated.
Industry lander for HR · Banking
AI training for banking teams
Reporting, client contact and internal checks with Copilot need documented AI competence. Three roles show which tasks change — then the free role check and fixed package.
Role examples — tasks AI changes
Three typical roles in this industry. Each shows a daily task and how generative AI changes the work — human oversight stays required.
Risk / compliance
Task today
Control notes and exception reports
What AI changes
AI structures draft text; risk decisions and register entries stay human-owned.
Operations / back office
Task today
Process notes and ticket replies
What AI changes
AI supplies templates; execution rules and audit trail stay in the team process.
Team package
CHF 9,900
Fixed package for 25 people with Art. 4 evidence — details on the prices page.