Client (anonymous): Swiss wealth manager / asset manager, ~12 employees, ops-heavy team, ~2,500 documents/month (statements, confirmations, KYC) Challenge The team was drowning in documents: bank statements, trade confirmations, corporate actions, and scanned or forwarded PDFs. The real problem wasn’t “keeping” the files – it was using them. Searching for the right page took too long, and extracting key values (balances, positions, dates) meant …

Client (anonymous): Swiss family office / wealth manager, ~10 employees, ~120 client relationships, 3 custodian banks Challenge The company wanted to reduce operational risk and make reporting and documentation more repeatable – without turning every deadline into a last-minute rush. In practice, the pain showed up in familiar ways: inconsistent reporting packs, too many “one-off” steps, and time lost chasing missing …

Client (anonymous): European Independent Asset Manager, ~20 employees, ~500 portfolios, 4 custodian banks Challenge Client growth was strong – but back-office workload was rising faster than the business. Leadership wanted to scale portfolios and reporting volume without adding operations headcount every time the company expanded. The priority was protecting service quality while keeping the operating model sustainable. Solution The team used INSA …

Client (anonymous): Swiss Independent Asset Manager, ~15 employees, ~350 client portfolios, 5 custodian banks Challenge As the company grew, portfolio data and transactions were spread across multiple custodian banks. End of month reporting became a recurring bottleneck: manual consolidation, repeated checks, and too many handoffs. The team didn’t want to “fix” the problem by building a spreadsheet shadow system. They wanted …