AI & Automation for FINMA-regulated finance
The AI and automation partner for regulated Swiss finance.
From fund reporting to workflow automation and team enablement — proven across 39+ funds at a leading Zurich investment foundation.
Why this matters
Regulated finance runs on reporting. Most of it is still done by hand.
01
Monthly and quarterly reporting consumes expensive senior time — every cycle, every fund.
02
External platforms lock you into recurring cost and keep your data inside someone else's black box.
03
The work doesn't scale. Every new fund or share class adds more manual effort.
Where we lead
Reporting & Data Automation
We turn multi-day manual reporting into an automated pipeline you own — on the Microsoft stack you already run. Factsheets, performance, ESG, and regulatory output, refreshed and generated on schedule.
At a leading Zurich investment foundation, we automated monthly factsheet and performance reporting across 39+ funds — turning a multi-day manual process into near-automated output.
- Funds automated
- 39+
- Cycle time
- Multi-day → automated
The full stack
Four capabilities. One end-to-end partner.
We lead with reporting automation, then extend across the operation — automating, implementing, and upskilling once we're in.
Why Amula
Why institutions choose Amula
01
Ownership, not lock-in
You own the systems we build — in your environment, on tools you already license. No black box, no permanent vendor dependency.
02
Lower recurring cost
Replace recurring platform and terminal fees with systems you own outright.
03
Built, not advised
We ship working systems, not slide decks. Strategy that ends in deployed software.
Proof
A track record, not a pitch.
39+
Funds automated
Multi-day → automated
Reporting cycle
A leading Zurich investment foundation
Client
Who we work with
Built for FINMA-regulated institutions.
Tailored automation for the three institution types we serve.
FAQ
Questions institutions ask us
- Can fund reporting be automated for a FINMA-regulated institution?
- Yes. Factsheets, performance, and regulatory reporting suit automation because the data exists, the templates are stable, and the calculations are well understood. We build the pipeline inside your environment so output is generated on schedule and stays under your control.
- Do we keep our data in Switzerland?
- Yes. We build inside your environment with Swiss data residency — your data does not leave it. For a FINMA-regulated institution that is a baseline, not an add-on.
- Do we own the system, or is it a subscription?
- You own it outright. The templates, calculations, and automation are code and configuration that live in your environment, on the Microsoft stack you already license. When an engagement ends, it keeps running without us.
- Does it run on our existing Microsoft and Power BI stack?
- Yes. We build on the tools you already license — typically Excel, Power BI, and your existing document and data stores — rather than introducing another platform to pay for.
- Is it compliant to use AI in a Swiss regulated financial institution?
- It can be, if the AI layer is built the way a regulated process demands: Swiss data residency, an auditable decision log, and a human who owns the sign-off and has the tools to understand it. We build to that standard by default.
- How does an engagement start?
- Usually with a short audit: we map your reporting and data workflows, pinpoint the highest-impact automation, then build the templates, scale them across your funds, and automate scheduled generation.
Find the reporting that's costing you the most.
A short intro call to see what's automatable in your operation.