Streamline your compliance with AI precision

Streamline your compliance with our ESG compliance AI check

Discover how our AI-powered offering transforms regulatory compliance. We offer a range of GenAI-based services to assist you in remaining compliant in an effective manner. Simplify compliance, enhance transparency, and minimise risks – experience the future of regulatory adherence today.

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Your expert

Dr. Antonios Koumbarakis
Partner at PwC Switzerland

Unlock a smarter approach to self-regulatory conformity with our AI-driven solution. Tailored for Swiss financial service providers, it reviews key elements of your product documentation to evaluate the transparency obligations under the SBA and AMAS frameworks. The tool intelligently processes your materials, delivering clear evaluations through a structured digital interface.

Optimise the review procedures and verify that your communications align with Swiss best practices.

Our specialists assist with contextual recommendations and offer continuous refinement to keep your internal processes and documentation in line with evolving self-regulatory guidance.

Streamline your controls, boost institutional integrity, and confidently navigate Swiss compliance – see how intelligent automation transforms regulatory adherence.

Designed for pre-contractual adherence, our AI-powered tool evaluates investment thresholds, benchmark exclusions (e.g. Climate Transition and Paris Aligned Benchmarks), and ESG-related terminology. The ESG Compliance AI Check swiftly scans and analyses your pre-contractual documents against ESMA guidelines, delivering precise results in a transparent workbench overview.

Our ESG Compliance AI Check automates the compliance process by scanning pre-contractual documents against ESMA guidelines. It ensures adherence to key regulatory criteria, including the 80% investment threshold for environmental or social objectives, and benchmarks such as the Climate Transition and Paris Aligned Benchmarks. It also verifies the correct use of ESG-related terminology and investment exclusions.

Gain immediate, actionable insights via a user-friendly dashboard that streamlines processes, reduces operational risks, and ensures fund names meet regulatory standards.

Our expert team provides iterative reviews and support with ESG action points, helping align strategies, policies, and documents.

Elevate your responsible investment strategy with our intelligent policy review tool. Purpose-built for asset managers and financial institutions, it benchmarks your responsible investment policies against market practice, evaluates regulatory alignment, and highlights exposures such as greenwashing risks. The AI engine conducts a thorough policy scan, identifying strengths, inconsistencies, and compliance gaps through a clear, structured interface.

Receive targeted insights that enhance internal governance, reduce greenwashing risks, and ensure your approach reflects both market expectations and legal obligations.

Our experts support policy refinement with concrete recommendations, helping you strengthen disclosures, clarify commitments, and improve transparency across all responsible investment activities.

Future-proof your policies, reinforce credibility, and demonstrate leadership in sustainable finance – harness AI to turn intentions into robust, verifiable standards.

Ensure regulatory compliance with ESMA's ESG fund naming guidelines using our AI-powered solution, which evaluates fund names for alignment with sustainability standards, mitigates greenwashing risks, and provides actionable insights to strengthen transparency and credibility

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Discover the Future of Compliance

Your AI partner for smarter compliance

Replace manual processes with AI precision, cutting costs and analyzing your documents with efficiency and accuracy.

Maintain ESG consistency and reduce greenwashing risks by aligning your documents with regulations.

Use insights and gap analyses via a dashboard for fast decisions, ESG alignment, and expert guidance on key actions.

Reduce costs, mitigate risks, ensure alignment

Smarter compliance with AI

Regulatory frameworks are becoming more complex, with rising demands for consistency, transparency, and ESG alignment. Manual reviews are increasingly inadequate, being time-consuming and prone to errors, while exposing organisations to risks like greenwashing. By leveraging AI, you can minimise the manual workload, reduce operational risks, and lower costs associated with non-compliance. This is where our cutting-edge AI tool steps in.

Our expert team performs iterative reviews to ensure final evaluations meet the highest standards of regulatory alignment.

Fund Naming Compliance

Ensure regulatory compliance with ESMA's ESG fund naming guidelines using our AI-powered solution, which evaluates fund names for alignment with sustainability standards, mitigates greenwashing risks, and provides actionable insights to strengthen transparency and credibility

CH-Self Regulation Compliance

Streamline Swiss self-regulatory compliance with our AI-driven solution, designed to evaluate client segmentation, suitability documentation, and transparency obligations while delivering actionable insights to enhance processes and align with SBA and AMAS standards.

Responsible Investment Policy Review

Enhance your responsible investment approach with our AI-powered policy review tool, designed to benchmark policies, ensure regulatory alignment, mitigate greenwashing risks, and provide actionable insights for stronger governance and transparency.

With expert guidance from our team, we ensure your investment strategy, internal policies, and pre-contractual documents align with the latest ESG standards.

Unlock smarter compliance – lower costs, reduce risks, and maintain alignment with ever-changing regulations.