AI & Digital Enablement for Finance
We are a Swiss boutique focused on Artificial Intelligence and digital enablement for the financial industry. We bring independent judgment, deep sector insight and fit-for-purpose technological solutions that deliver measurable ROI. Our mandate is to build leadership AI fluency, shape clear goals, and turn them into operating gains through a strategic lean engagement with talented full ownership.
We support clients through targeted Artificial Intelligence trainings for teams, strategic advisory on how to embed AI effectively across the business & software development projects.
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Our Flagship Product
portfoliochat.ai represents our commitment to transforming portfolio intelligence through AI. This innovative platform enables individual investors and financial professionals to interact with their portfolios using natural language to deliver instant analytics and insights for data‑driven decision‑making.
View Our TeamWhat Sets Lean FS Apart
Focused on value for our clients, founded on deep expertise, building for real use.
Results First
We measure success by outcomes: faster research, lower cost, better decisions. We listen to real user feedback and adjust from there, prioritizing impact.
High-End Solutions
We design, build, and run. Short cycles, smooth integrations, production ready from day one. We develop scalable, secure solutions and improve them continuously.
Finance + Tech DNA
We speak finance and tech. Deep financial sector insight meets cutting edge, proven technology. The result is software finance teams trust and use.
