Reference Blueprint for Swiss Banking and Insurance

This technical report presents a reference blueprint for enhancing advisor productivity in Swiss banking and insurance through a composable advisor cockpit. It outlines the challenges faced by advisors who navigate multiple systems to serve clients efficiently. The report identifies two primary approaches to improving advisor productivity: integrated vendor suites and custom rebuilds, both of which have limitations that can lead to project failures. The document emphasizes the need for a composable architecture that allows for flexibility and adaptability in capabilities while addressing governance and coordination issues in project delivery. It describes an agentic delivery model, where AI agents assist in implementation, significantly reducing the build cycle time. The report also discusses the importance of freeing up advisor time to improve client engagement and operational efficiency. By addressing both architectural and delivery challenges, the report aims to provide a pathway for institutions to enhance their advisor services and meet evolving market demands.