Wealth managers and family offices
Discretion is what your clients pay for.
AI can take the reading off your team: KYC files checked, distribution requests read against the trust deed, client documents redacted. Run by Meow on servers in Switzerland, tested on your own documents first, with a person deciding what leaves.
You talk to Guillermo Pages, who builds your AI.
The question first
Can a wealth manager put client data into ChatGPT? Professional secrecy under the Financial Institutions Act
The short answer: for a portfolio manager or a trustee, what clients entrust is a professional secret under the Financial Institutions Act, and even a careless disclosure is punishable. An AI tool is only an option under a contract that keeps the secret, in a country the law accepts, used by people who know the rules.
Even by mistake?
- CHF 250'000
A fine of up to CHF 250,000 for revealing a client secret through negligence, under the Financial Institutions Act. No intent needed (art. 69 FinIA).
- 3 years
The maximum custodial sentence for doing it on purpose, and up to 5 years when someone gains from it. The duty lasts after the job ends (art. 69 FinIA).
- US law
US providers can be required to hand data they control to US authorities, even when it is stored in Switzerland (CLOUD Act).
From the guide checked against the law on 30 September 2026. Read the whole guide
Where the reading time goes
Each of these is a guide with a checklist: the work AI can take on, and what to check first.
KYC files
An AI that checks client files for gaps, on servers in Switzerland
Trusts and foundations
Does the deed allow it? Checking each distribution against the deed before the trustee resolves
Blacking out names
Redacting documents with an AI that stays in Switzerland
Ask your own files
A private AI search for your firm's documents
Confidential translation
Client documents translated without leaving Switzerland
AI meeting notes
Can you record your clients?
Four ways to start
Fixed prices, fixed scope. Each step tells you whether the next one is worth it.
Workshop: AI and client confidentiality
Half a day at your office, up to 15 people
CHF 3'800
Anywhere in Switzerland
- Before: an anonymous check of which AI tools your team already uses
- What may go into which tool under data protection law, the rules of your profession and your client contracts
- A private model and a public chatbot, side by side, on realistic files
- After: your AI policy drafted, a one-page rule sheet and five uses ranked by value and risk
Proof first
Private AI test on your documents
One workflow, about three weeks
CHF 9'800
Credited against a deployment ordered within three months
- 30 to 50 of your real documents: client emails, contracts, statements, KYC files
- Read on a GPU server at Meow's office in Switzerland: no cloud provider in between
- Two or three open models, scored against answers checked with you
- A report with every score and error, the cost of running it, a go or no-go, and written confirmation that your documents were deleted
Up to 10 people? The compact test runs the same method on 20 documents and two models, with a shorter report: CHF 4'900.
Book a call about itFile sweep
A one-off job with a deadline
CHF 7'500 + CHF 30 per file
300 files: about CHF 16'500
- A first pass over the files you already hold, read in Switzerland
- For a new legal duty, a review backlog or an archive to index
- Every result linked to its page; exceptions go to your team
- Scans are read too, page by page
Private AI in operation
The workflow from the test, run for you
From CHF 24'000
Then from CHF 2'900 a month, plus infrastructure at cost
- In Infomaniak's Swiss cloud, on Meow's servers in Switzerland or at your premises
- A person approves what leaves; every step is recorded
- Monitoring and model updates, with the test run again after each update
- Connected to the tools your team uses: email, Microsoft 365, your document system
3 → 9emails of 20 fully right, in English: the same 32B model, once the rules were written into its instructions. What a scored test looks like: 20 client emails, four models
Prices in CHF, excluding VAT.
How the work is run
- Where your documents are read
- During a test: on a GPU server at Meow's office in Switzerland, with no cloud provider in between, then deleted with a written confirmation. In operation: in Infomaniak's Swiss cloud, on Meow's servers in Switzerland or at your premises.
- A person decides
- The AI drafts, sorts and flags. Anything that leaves the firm, or changes a register, waits for someone on your team.
- Who runs it
- Meow, a Swiss company and Infomaniak Partner. From the first call, you deal with the person who builds and runs your AI.
Questions firms ask first
Where are our documents during the test?
On a GPU server at Meow's office in Switzerland, under an NDA signed before anything is sent. They are deleted at the end, and you receive a written confirmation.
Who sees them?
Only Guillermo Pages, who runs the test. The models run on Meow's own hardware: no AI provider receives the documents.
We have an IT provider, or a group IT department.
A workshop or a test is a contained piece of work: no access to your systems, no software to install. Its report gives your IT what it needs to decide on the next step.
Which documents work?
PDFs, Word and Excel files, emails and scans. Scans are read page by page by a vision model; their quality shows in the scores.
What happens after the test?
If the scores are good enough for you, the workflow goes into operation, with the test's price credited if you order within three months. If they aren't, the report says why, and that is where it stops.
How is a file sweep priced?
CHF 7'500 to set it up on a sample of your files, then CHF 30 per file. 300 files come to about CHF 16'500, excluding VAT.
Who is behind Meow?
Guillermo Pages, who founded Meow and builds and runs its private AI. Meow is a Swiss company and an Infomaniak Partner; its servers are in Switzerland.
Book a free 15‑minute call
Pick a time that suits you: the invite reaches your inbox right away. If the time no longer works on our side, you hear from us the same working day.
What happens in 15 minutes
- 0–5 min
Your situation
What AI should do for you, and what it must never see.
- 5–10 min
What's possible
Which tasks can run privately, roughly what it costs, and what should stay human.
- 10–15 min
The next step
A workshop, a test on your own documents, or nothing yet.
Prefer to write? Send a message
Tell us what you'd like AI to do, and what it must never see. We'll tell you honestly what's possible, what it costs and what should stay human. No details yet? A hello is enough.