Management and technology/AI advisory improving your operations in weeks, not months. We identify the bottlenecks in your business and implement pragmatic solutions to solve them quickly.
Six things we deliver for expertise-led firms, each ending with something that runs in your business.
Structured interviews, process walkthroughs and a review of every tool you pay for, vertical by vertical.
A prioritised issue list, an impact/effort matrix and a 12-month roadmap.
Selection, implementation, data migration and day-to-day management of your ERP and core systems, with automations built on top.
One system of record that fits how you work, migrated cleanly and kept running.
We automate the recurring manual work: reporting, reconciliations, onboarding, document flows, client follow-ups.
Working workflows in production, documented and owned by you.
Document intelligence, drafting assistants and KYC/AML workflows embedded where the work actually happens.
Models in production, measured against a clear before/after baseline.
Small, sharp software for the gaps your vendors don't cover: cockpits, portals, calculators, trackers.
Source code, hosting and data in your name.
A senior technology lead on your side for roadmap, budget, vendors, security and the team.
Regular steering sessions plus on-call support when decisions can't wait.
We identify the bottlenecks in expertise-led firms and implement technology-driven solutions to remove them.
Three movements, one loop. Each engagement runs as a cycle, not a line. Last quarter's evidence shapes next quarter's roadmap.
Deep analysis, vertical by vertical.
We work through your business in structured interviews, vertical by vertical. You leave with a full list of issues and solutions classified in an impact / effort matrix, and a crystal-clear roadmap.
Solutions developed, issues resolved.
We develop and ship the solutions identified in the diagnostic: we run the RFPs, build the software and integrate the models. The code, models and workflows belong to you.
A continuous loop, not a one-off.
Transformation is never finished. We re-run the loop on a regular cadence so the operating model keeps improving and adapting.
Start with a diagnostic and your first automation. Scale with what works.
A full operational & technology audit, plus one small workflow automation built and running in your business.
Limited-time offer
Hands-on delivery of your roadmap by senior advisors and engineers.
Senior technology leadership on retainer, without a full-time hire.
Estimated for a standard SME
Prices excl. VAT. External CTO estimated for a standard SME; final scope agreed after the diagnostic.
Fermi works with Swiss SMEs in regulated, expertise-led and operations-heavy sectors: firms where the right systems and processes free up time for the work that matters.
Since FinIA, independent managers carry FINMA-level compliance with small teams. Portfolio data sits at several custodian banks, client reports are assembled by hand, and onboarding files are chased by email.
Custodian data consolidated in one place, client reports generated automatically, a digital onboarding and KYC file, and an assistant that prepares each client meeting from the CRM and the portfolio.
Clients send receipts and statements in every format. Hours go into keying entries, chasing missing documents and rebuilding the same closing files, and billable time goes unrecorded.
Automated document intake and pre-accounting, a client portal for collecting documents, closing checklists, time tracking linked to billing, and a clean link between your accounting software, document store and portal.
Associates spend hours finding the right precedent and rebuilding standard documents. Time entries are reconstructed at month-end from memory and calendars.
AI search and first drafts on your own documents, kept inside your environment. Template and clause libraries, contract review checklists, and time capture that feeds billing directly.
Confirmations, invoices, letters of credit and shipping documents are handled by hand between the trading system, email and spreadsheets. Every new counterparty means another KYC file built from scratch.
Automated trade confirmations and document flows, a counterparty onboarding and KYC workflow, and position and P&L reporting fed directly from your trading system and ERP.
Small desks with data spread across brokers, market data terminals and spreadsheets. Each morning someone rebuilds positions, P&L and risk by hand, and analysts lose hours gathering information.
Data pipelines and dashboards for positions, P&L and risk, AI assistants that pull research, news and market data for the desk, and daily and compliance reports produced automatically.
Plant operators and utilities run on a mix of ERP, SCADA, maintenance tools and Excel. Production and availability reports for owners and partners are compiled by hand, technical documentation is hard to search, and many ERP platforms face end-of-support migrations.
Maintenance planning and work orders connected to your ERP, automated production and availability reporting for owners, partners and regulators, AI search across technical documentation, and ERP migration and integration.
Orders, stock, production and quality live in an ageing ERP patched with spreadsheets. Planning depends on a few people who know the workarounds, and traceability for audits and certifications takes days to assemble.
ERP selection, migration and rollout, production planning and stock visibility, automated traceability and quality records for audits and certifications, and links between ERP, shop floor and customer portals.
Orders arrive by email, PDF and phone and are keyed into the ERP by hand. Stock levels, customer prices and delivery status differ between systems, and margins are only visible at month-end.
ERP selection, migration and rollout, automated order intake from email and PDF, a B2B ordering portal or EDI link, stock and price data kept in sync, and margin reporting by customer and product.
Your sector is not listed? Tell us what you do.
Strategy, engineering, AI and ERP in one team. The people who diagnose your business build the solution and stay until it runs: fewer manual hours, cleaner data, faster decisions.
Traditional advisory hits a human bottleneck: slow, costly and often far from day-to-day reality. With our own platform and AI, we deliver evidence-based recommendations and working solutions in weeks, not months.
A short call. Usually enough to know whether a diagnostic is the right next step.
