Success stories, practical insights, and fresh perspectives

Human and AI turn Lena's question into a new use case. Faster to market, with less effort.  

"I'm working part‑time, how do I adjust my retirement planning?" The AI agent still has no answer to this question from customer Lena. Christoph and Lena build it live on stage: they discuss the solution, the companion listens and creates in the Use Case Builder the new AI agent along with reporting that shows the added value, largely on its own. You experience how co‑creation shortens time‑to‑market, reduces effort, and makes the benefit measurable from the start. In addition, there are honest answers to the critical questions: What does it cost and how do we handle AI errors?

How does financial consulting look when advisors no longer have to gather information from various applications themselves? MLP is developing with the Advisor Workplace 2030 a target vision in which personal consulting is at the center and AI provides targeted support. A central role is played by a multi‑agent system that intelligently integrates information, systems, and specialized capabilities. Together with BSI, MLP is testing this approach in a concrete PoC for appointment preparation. The presentation shows the path from the professional target vision through technical orchestration to practical application and provides insights into the initial findings on the way to the Advisor Workplace 2030.

From risk signal to sales opportunity

Low NPS, high churn score: A risk emerges in the data. But what's behind it, and what can be done about it? We demonstrate live how a sales manager, supported by AI, moves from the first data point to the underlying cause, and how the training agent prepares consultants specifically for the decisive conversation. A seamless story in which analysis, coaching, and sales intertwine. In the end, there is a client who feels recognized again by her bank.

How can the transition from isolated channels to an orchestrated customer journey be achieved? Raiffeisen Switzerland demonstrates how the foundations for cross‑channel management of customer interactions are being established. The focus is not only on technology and data, but also on organizational questions such as collaboration across departmental boundaries and embedding new ways of working. Participants receive a hands‑on insight into an ongoing transformation process, early findings, and approaches for tackling the technical, organizational, and content challenges of channel orchestration.

The Uri Cantonal Bank is entering a new strategic period and wants to move forward boldly. With BSI it is relying on a partnership with clearly defined roles: the UKB brings the market perspective, BSI provides the technology. The goal is the same: competitive advantage through applications that are actually used in the everyday lives of users and customers. To make the project's added value visible quickly, three use cases have been identified that can be realized with minimal effort and great benefit. Thus, the UKB can already report an impressive time‑to‑value of two months after introducing intelligent trigger and collision management as well as newsletters with reinforcement learning.

Fewer personal contacts do not mean fewer sales. Whoever understands the service request also knows the moment for the appropriate offer. Lena logs in to e‑banking. Part of her request is handled fully automatically by the Customer Agent, while another part remains deliberately semi‑automated because a human makes the difference there. At the same time, the Sales Agent discerns from the context which offer is currently relevant for the customer and presents it at the right moment. We demonstrate live how service and sales interlock rather than operate side by side.