+30 Founders and Consultants trust our AI systems
Reclaim Billable Hours. Reduce Risk. Scale Without Extra Headcount.
Automate client onboarding, compliance, and reporting—so your advisors spend less time on admin and more time winning clients.
+30 Founders and Consultants trust our AI systems
Reclaim Billable Hours. Reduce Risk. Scale Without Extra Headcount.
Automate client onboarding, compliance, and reporting—so your advisors spend less time on admin and more time winning clients.
+10 Founders and Consultants
trust our AI systems
Reclaim Billable Hours. Reduce Risk. Scale Without Extra Headcount.
Automate client onboarding, compliance, and reporting—so your advisors spend less time on admin and more time winning clients.
Get access to the consultant playbook
Discover practical ways financial advisory firms are cutting manual work and reclaiming billable hours through automation.
Problems
Are These the Bottlenecks Holding Back Your Firm?
Are These the Bottlenecks Holding Back Your Firm?
AI-driven automation can eliminate these inefficiencies.
AI-driven automation can eliminate these inefficiencies.
Slow Client Onboarding
Slow Client Onboarding
Manual KYC and compliance checks delay revenue and frustrate new clients.
Ihr Kunde muss öfters zu lange warten, bis Hilfe kommt. Was zur Kundenunzufriedenheit führt.
Manual KYC and compliance checks delay revenue and frustrate new clients.
High operating costs
High operating costs
Advisors and analysts waste billable hours on admin, eating into margins.
Hohe Kosten für Callcenter, menschliche Fehler führen zu leidender Servicequalität.
Advisors and analysts waste billable hours on admin, eating into margins.
Inefficient Reporting
Inefficient Reporting
Quarterly reports take days to prepare, draining time and risking errors.
Quarterly reports take days to prepare, draining time and risking errors.
Our solution
Your Advisory Firm with AI
Automation that saves time, reduces risk, and boosts billable performance.
Client Onboarding Automation
Digitize KYC and AML checks, auto-extract data from client documents, and cut onboarding time from weeks to days.
Die Automatisierung häufiger Telefonanrufe kann wertvolle Zeit sparen und Ihrem Unternehmen ermöglichen, sich auf kritischere Aufgaben zu konzentrieren.
AI-Powered Reporting
Automate financial and compliance reports with pre-approved templates, reducing manual work and eliminating errors.
Unsere KI-Agenten nutzen fortschrittliche Chatbots, um in Echtzeit Hilfe anzubieten und Anfragen zu automatisieren, was die Kundenzufriedenheit und Produktivität verbessert.
Workflow Automation
Streamline repetitive internal tasks data entry, document handling, scheduling so advisors can focus on clients.
Custom Infrastructure Development
We design and implement tailored AI systems that integrate with your existing CRM, Excel, and compliance tools.
Unsere KI-Agenten nutzen fortschrittliche Chatbots, um in Echtzeit Hilfe anzubieten und Anfragen zu automatisieren, was die Kundenzufriedenheit und Produktivität verbessert.
Our solution
Your Advisory Firm with AI
Automation that saves time, reduces risk, and boosts billable performance.
Client Onboarding Automation
Digitize KYC and AML checks, auto-extract data from client documents, and cut onboarding time from weeks to days.
AI-Powered Reporting
Automate financial and compliance reports with pre-approved templates, reducing manual work and eliminating errors.
Workflow Automation
Streamline repetitive internal tasks data entry, document handling, scheduling so advisors can focus on clients.
Custom Infrastructure Development
We design and implement tailored AI systems that integrate with your existing CRM, Excel, and compliance tools.
3 Steps
3 Steps
The 3 Step process
The 3 Step process
From assessment to implementation, we streamline your firm’s most critical workflows.
From assessment to implementation, we streamline your firm’s most critical workflows.
AI Audit
Assess & Prioritize
We review your current onboarding, reporting, and compliance processes to uncover inefficiencies. The output is a tailored roadmap that shows exactly where automation will save the most time and reduce the most risk.
AI Audit
Assess & Prioritize
We review your current onboarding, reporting, and compliance processes to uncover inefficiencies. The output is a tailored roadmap that shows exactly where automation will save the most time and reduce the most risk.
Development
Design & Build Solutions
Using the audit insights, we build automation workflows and integrations for your firm’s existing tools CRM, Excel, compliance software, or reporting systems. Every solution is customized to fit your advisory workflows.
Development
Design & Build Solutions
Using the audit insights, we build automation workflows and integrations for your firm’s existing tools CRM, Excel, compliance software, or reporting systems. Every solution is customized to fit your advisory workflows.
Implementation
Deploy & Optimize
We implement and monitor the solutions inside your operations. Continuous improvements + faster onboarding, smoother reporting, and lower compliance risk. Advisors spend less time on admin and more time serving clients.
Implementation
Deploy & Optimize
We implement and monitor the solutions inside your operations. Continuous improvements + faster onboarding, smoother reporting, and lower compliance risk. Advisors spend less time on admin and more time serving clients.
Our benefit
Why Work With Us?
Why Work With Us?
Why Work With Us?
Young, motivated and efficient
Young, motivated and efficient
Young, motivated and efficient
Specialized in Financial Advisory Efficiency
We focus on helping advisory firms eliminate wasted time in onboarding, reporting, and compliance, allowing your advisors to focus on client service and revenue growth.
Proven Methodology
Our process starts with an AI Audit to uncover inefficiencies, followed by tailored development and seamless implementation. This ensures every solution is practical, measurable, and ROI-driven.
Partnership Approach
We don’t deliver one-off projects. We act as long-term partners building scalable infrastructure, monitoring performance, and continuously optimizing your workflows.
Future-Ready Advisory Firms
By integrating AI into your operations, you reduce compliance risks, reclaim billable hours, and unlock sustainable growth without adding headcount.
Specialized in Financial Advisory Efficiency
We focus on helping advisory firms eliminate wasted time in onboarding, reporting, and compliance, allowing your advisors to focus on client service and revenue growth.
Proven Methodology
Our process starts with an AI Audit to uncover inefficiencies, followed by tailored development and seamless implementation. This ensures every solution is practical, measurable, and ROI-driven.
Partnership Approach
We don’t deliver one-off projects. We act as long-term partners building scalable infrastructure, monitoring performance, and continuously optimizing your workflows.
Future-Ready Advisory Firms
By integrating AI into your operations, you reduce compliance risks, reclaim billable hours, and unlock sustainable growth without adding headcount.
Specialized in Financial Advisory Efficiency
We focus on helping advisory firms eliminate wasted time in onboarding, reporting, and compliance, allowing your advisors to focus on client service and revenue growth.
Proven Methodology
Our process starts with an AI Audit to uncover inefficiencies, followed by tailored development and seamless implementation. This ensures every solution is practical, measurable, and ROI-driven.
Partnership Approach
We don’t deliver one-off projects. We act as long-term partners building scalable infrastructure, monitoring performance, and continuously optimizing your workflows.
Future-Ready Advisory Firms
By integrating AI into your operations, you reduce compliance risks, reclaim billable hours, and unlock sustainable growth without adding headcount.
Our benefit
Why Work With Us?
Young, motivated and efficient
Specialized in Financial Advisory Efficiency
We focus on helping advisory firms eliminate wasted time in onboarding, reporting, and compliance, allowing your advisors to focus on client service and revenue growth.
Proven Methodology
Our process starts with an AI Audit to uncover inefficiencies, followed by tailored development and seamless implementation. This ensures every solution is practical, measurable, and ROI-driven.
Partnership Approach
We don’t deliver one-off projects. We act as long-term partners building scalable infrastructure, monitoring performance, and continuously optimizing your workflows.
Future-Ready Advisory Firms
By integrating AI into your operations, you reduce compliance risks, reclaim billable hours, and unlock sustainable growth without adding headcount.
Testimonials
Our Work
Automate, optimize and much more, everything from one hand
Automated Customer
Service
Automated Customer
Service
This online Ski Goggles Shop, nearly completely automated their customer service with our custom solution. Saving them nearly 70% of their time in the future.
Automated appointment
booking
Automated appointment
booking
For this beauty salon, we've build a completely automated custom solution, to answer to inquries from customers, automatically, as well as book appointments.
Complete Website
Development
Complete Website
Development
For Tradcon AG, we did a completely new website, with new design and new funcionalities. Our goal was to stay simple and informative.
Complete Website
Development
Complete Website
Development
For Funkhaus, we did a completely new website. The goal here was the same, stay simple and professional. The results speak for themself.
Google Reviews
Contact
Learn more in just 30 minutes
Contact
Learn more in just 30 minutes
Contact
Learn more in just 30 minutes
Contact
rinor.recica@amula-AI.com
+41 44 223 66 34
Wollerau SZ, Switzerland
UID: 265.201.817
Imprint | Terms
Contact
rinor.recica@amula-AI.com
+41 44 223 66 34
Wollerau SZ, Switzerland
UID: 265.201.817
Imprint | Terms
Contact
rinor.recica@amula-AI.com
+41 44 223 66 34
Wollerau SZ, Switzerland
UID: 265.201.817
Imprint | Terms