🗓️ 29 September 2025, 9:00 Uhr – 19:00 Uhr | 📍 Emil Frey Classics Event Center, Bahnhofplatz 2, 5745 Safenwil
Discover the Future of Finance in an Iconic Setting
Join us for a unique day of ideas, exchange, and innovation where fintech meets classic engineering. Set against the inspiring backdrop of the Emil Frey Classics Museum, this event brings together forward-thinking professionals to explore the next era of financial technology and AI.
🔍 What to Expect:
- Keynotes by Bernardin Katic (CEO of INSA & Microsoft MVP in AI) and industry guests
- Sessions on AI in Finance, AI in INSA, and the future of financial software
- Insights of new innovations across the INSA platform and other products
- Exclusive networking opportunities with peers and experts
- Guided tour of the Emil Frey Classics Museum
- Thoughtful conversations in a space where legacy meets the future
We look forward to welcoming you to a day filled with inspiring insights, engaging discussions, and valuable networking opportunities. Together, we will explore how AI and innovation are shaping the future of finance and wealth management — and how INSA and its partners continue to lead the way forward.
Agenda
08:45 – 09:15 | Arrival & Welcome Coffee
09:15 – 10:00 | Bernardin Katic | AI in Fintech
10:00 – 10:45 | Thomas Lusti | OpenWealth: A Broad Overview without Technical Depth
10:45 – 11:00 | Coffee Break
11:00 – 12:30 | Guided Tour of the Museum
12:30 – 14:00 | Networking Lunch
14:00 – 14:45 | Adis Jugo | How We Used AI to Make Enterprise Content Management Cool – and Even Lovable
14:45 – 15:15 | Bernardin Katic | INSA News & Updates
15:15 – 15:45 | Robert Vidović | AI Chat Bots
15:45 – 16:15 | Roger Fromm, IGUV | Independence Comes at a Cost – Silence Even More (G)
16:15 – 16:45 | Michel Tröhler, SGVV | Merger of Asset Managers (G)
16:45 – 18:15 | Apéro & Networking
Meet the Speakers
Bernardin Katic – CEO of INSA & Microsoft MVP in AI
A recognized thought leader in financial technology and Microsoft MVP for Artificial Intelligence, Bernardin has dedicated his career to bridging innovation and investment software. His session will explore how AI is revolutionizing the fintech landscape and share the latest updates on the INSA platform.
Thomas Lusti – Lead Community & Operations, OpenWealth Association
With a strong track record in banking and digital finance, Thomas is driving the industry-wide initiative for standardized APIs in wealth management. He will provide a broad perspective on OpenWealth’s mission to make client data exchange seamless, transparent, and efficient.
Adis Jugo – Cofounder of KORTO & Microsoft MVP
An entrepreneur with 35+ years of experience in software innovation and over 400 international keynotes, Adis is redefining how we think about enterprise content management. In his talk, he will show how AI can make documents organize themselves — turning a tedious necessity into a surprisingly lovable process.
Robert Vidović – AI Expert
With a background in mathematics and statistics, Robert began his career in the banking sector before moving into AI. His focus today lies on practical applications of AI in financial services, with a particular passion for conversational AI and chatbots that transform client interaction.
Roger Fromm – Managing Director, IGUV
Roger brings decades of leadership in wealth management and compliance. At IGUV, he advocates for the independence of financial advisors. His session, “Independence Comes at a Cost – Silence Even More”, addresses the balance between independence, responsibility, and speaking up in the financial industry.
Michel Tröhler – President, SGVV
A legal and compliance expert with more than 20 years of experience in asset management, Michel has worked at banks, fund management companies, and wealth managers. His session on the “Merger of Asset Managers” will highlight regulatory challenges, governance, and the evolving legal framework in Switzerland.