Swissflow automates repetitive office work such as scheduling, quotes, invoicing, follow-ups and document workflows – directly in the software your team already uses. This lowers your costs while maintaining or improving quality – or helps you win revenue that slow responses would otherwise lose.
Unsure where AI could deliver value in your business? We review your workflows and show which automations are worth doing – and which are not.
No upfront cost. You only pay once the automation delivers measurable value.
How Swissflow works · 1:37
02A workflow made lighter
No upfront cost
Start with a clearly defined workflow. You pay only once it delivers measurable value.
Measurable value
We agree with you in advance how to measure costs, delays or lost revenue.
Your existing tools
Email, CRM, spreadsheets and specialist systems stay in place.
Local partner
Direct access and clear Swiss accountability.
03The problem
Costs rarely come from a single bottleneck. They come from the daily drag.
The sheer number of small, recurring tasks slows processes down, keeps customers waiting and lets revenue slip away.
Many small recurring steps
A quote here, a rescheduled appointment there, a CRM update in between: each takes minutes; together they cost hours every week.
Work waiting in an inbox
Enquiries, quotes and follow-ups wait for someone to act on them – and get lost in day-to-day work.
Progress tied to one person
Recurring tasks, payment reminders, CRM updates and deadlines depend on someone remembering them.
04Choose the context
Two application areas, one Swissflow method.
Choose the area closest to your work. The examples and benefits below will adjust accordingly.
05Value path
Where value shows first: from enquiry to quote to follow-up
A customer enquiry arrives by email. Instead of sitting in an inbox until someone gets to it, the automation reacts at once: it reads the request, retrieves the relevant information and prepares a reply – or sends it directly. The enquiry is handled promptly.
01Enquiry
02Detect
03Check
04Draft
05Approve
05Value path
Example workflow: research, reporting and review pack
Swissflow gathers research notes, reporting inputs, client requests and missing documents into a controlled pack before senior review.
01Enquiry
02Detect
03Check
04Draft
05Approve
How do you benefit?
Swissflow connects to the tools your team already uses and removes repeated manual steps where they cost time, money or customer momentum.
01
Lower costs, same quality
You handle recurring office work faster, with fewer people.
02
Relieve your team
Swissflow prepares or takes over routine work, so your team spends less time searching, copying and chasing – and more time on customers, quality and decisions.
03
Revenue that does not slip away
You respond to enquiries, prepare quotes and proposals, and follow up promptly.
04
Less reliance on memory
The system reminds, tracks and records. Knowledge no longer lives in one person's head, and holidays or team changes no longer slow the business down.
01
Senior time protected
Analysts and partners spend less time gathering files, chasing inputs and formatting packs before review.
02
Clearer control points
Swissflow surfaces open client requests, KYC items, approvals and exceptions before they become last-minute risks.
03
Fragmented systems connected
Swissflow connects email, portals, portfolio systems, CRM, data rooms and document folders around the workflow.
04
No investment decisions outsourced
Swissflow prepares, routes and checks workflow outputs. Investment judgement and client-facing approval stay with the firm.
06SME workflows
What this looks like in practice
Typical workflows that SMEs can automate, grouped into sales, administration, documents and marketing.
Sales & scheduling
Enquiries into quotes
Swissflow structures email enquiries, photos, measurements and customer data into quote drafts.
ValueFaster response to enquiries and fewer lost jobs.
Quote and proposal follow-up
Swissflow combines meeting notes, service modules and customer data into proposal drafts and follow-up actions.
ValueMore chances to win business without extra admin.
Scheduling coordination
Swissflow coordinates site visits, service calls and customer questions, and sends confirmations and updates when plans change.
ValueLess back-and-forth by phone and better use of your team’s time.
Money & admin
Payment checks and reminder drafts
Swissflow reconciles open receivables, flags exceptions and drafts polite payment reminders.
ValueLess time waiting for payment and less spreadsheet maintenance.
CRM, onboarding and reporting
Swissflow keeps customer data, status fields, tasks and simple reports up to date.
ValueA clearer pipeline and less manual CRM maintenance.
Deadline and task monitoring
Swissflow monitors deadlines, missing documents and internal responsibilities, and sends timely reminders based on clear rules.
ValueLess manual chasing and lower risk on time-critical work.
Documents & tenders
Documents and escalations
Contracts, meeting minutes, photos, invoices and open escalations stay traceable for each customer, property or project.
ValueMore transparency and less searching.
Monitor public tenders
Swissflow monitors relevant simap.ch publications and sector keywords, filters them and turns them into a short fit/no-fit recommendation.
ValueFewer missed opportunities and less manual tender searching.
Extract requirements and deadlines
Swissflow structures tender documents by eligibility criteria, mandatory evidence, deadlines and disqualification risks.
ValueFaster decisions on whether a bid is commercially worth pursuing.
Marketing & presence
Build and maintain your website
Swissflow builds your website and keeps texts, services, opening hours and references up to date – in every national language you need.
ValueAn up-to-date presence without hiring an agency for every change.
Market research and outreach
Swissflow researches competitors, target industries and potential contacts, and prepares personal messages that you approve before anything is sent.
ValueNew enquiries without hours of research.
Flyers and promotional videos with AI
Swissflow designs flyers, social media posts and short promotional videos in your corporate design – like the videos on this page.
ValueProfessional marketing material in days, not weeks.
06Financial workflows
What this looks like for asset managers and family offices
Start with one workflow where sensitive material is scattered, deadlines matter and human review must remain in place.
Client reporting and investment memo preparation
Swissflow assembles portfolio reports, custodian statements, market notes, commentary drafts and open questions into a review-ready pack.
ValueLess senior time spent collecting material, formatting slides and checking whether inputs are complete.
KYC, onboarding and document follow-up
Swissflow classifies inbound documents, tracks missing items and drafts client or counterparty follow-ups for review.
ValueClearer document status, fewer repeated checks and controlled communication.
DDQ, RFP and investor request drafting
Swissflow turns questionnaires, standard firm information, data points and previous answers into a first draft and highlights the gaps.
ValueFaster response cycles without losing review control or inventing unsupported answers.
Operations handovers and approval tracking
Swissflow routes cash movements, trade support notes, tasks, exceptions and approvals with status, owner and next action visible.
ValueCleaner control across portfolio, operations, compliance and client-facing work.
07Difference
Why Swissflow instead of typical AI tools?
Our solutions integrate with your existing systems. They are not a separate chatbot running alongside them.
Integrated into existing systems
We work with email, calendar, CRM, spreadsheets, databases and specialist systems instead of replacing your existing software.
Not another chatbot
The automation follows your real handovers and prepares drafts, updates, reminders and review-ready work.
We build, run, monitor and optimise
Swissflow takes responsibility for implementation, operation and continuous improvement.
No upfront cost
Payment is based on proven value, not another licence or implementation bill before anything works.
Human approval where needed
Sensitive wording, pricing, client communication and exceptions can be reviewed before anything is sent.
Local partner, clear accountability
Direct access, pragmatic Swiss implementation and one partner responsible for keeping the workflow useful.
07Difference
What should improve for financial teams
The first workflow should reduce the burden of preparation while preserving confidentiality, auditability and human approval.
Review-ready material
Swissflow assembles research, reporting, DDQ and client material, checks it for missing inputs and prepares it before review starts.
Controlled document follow-up
Missing items, client requests, KYC tasks and internal ownership become visible without informal chasing.
Visible approval trail
Prepared outputs, exceptions and approval points stay traceable across sensitive workflows before anything is sent.
08Low-effort start
Where to start?
In a free initial conversation, we work out which workflows are worth automating, which tasks need human approval and where your team stays in control.
1
Understand the workflow
We check where time, money or customer momentum is currently being lost.
2
Assess fit
We show which processes are suitable, which are not, and where automation might make sense later.
3
Fit the implementation to your software
Email, calendar, CRM, spreadsheets and specialist systems stay in place. We connect what already works.
4
Start small
No months-long transformation project. One clear workflow, visible value, then expand deliberately.
09Contact
Find out where automation could deliver value.
Tell us which admin work takes the most time, keeps customers waiting or lets follow-ups slip. We will estimate the likely benefit and tell you whether automation is worth it.
Tell us which reporting, research, DDQ or document workflow takes up too much senior staff time. We will map where automation can support the team without giving up review control.
