← Twenty-one editions since 2006
Trends in Client Reporting 2026
Programme and presentations
Oliver Gloor, CEO of bmpi AG, led through the evening.
For the 21st time since 2006 we invited guests to “Trends in Client Reporting”, as always to the KV Business School Zurich, at the Bildungszentrum Sihlpost. The room was filled to the last seat. This year the subject was AI: what it does in banking today, what it demands of those who build with it, and what it looks like in the client report itself (programme as PDF, in German).
Legally solvable, humanly fallible: thoughts on the use of AI agents
David Rosenthal, partner at VISCHER
“Human in the loop is the new cookie banner.” With that sentence, David Rosenthal called into question the most popular safeguard in the use of AI. Drawing on examples from practice, he showed why human oversight often fails to deliver what it promises – legally as much as psychologically – and which technical and organisational concepts can protect a company instead. His closing image: from babysitter to director.
The use of AI at Swiss banks
Dr Thomas A. Fischer, lecturer and project manager at the Institute of Financial Services Zug IFZ of the Lucerne University of Applied Sciences and Arts
Thomas Fischer brought the figures from the IFZ studies: where Swiss banks use AI today, where they remain cautious, and what holds them back. The comparison with other countries was striking, and so was the finding on the state of their data. His closing slide: “The sandbox age is over sooner than you think.”
What we learned building AI agents for wealth management
Massimo Ferrari, Unplex AG
An AI answer can sound plausible and still be wrong: from there, Massimo Ferrari showed what Unplex learned building AI agents for wealth managers – from meeting preparation and the record of the meeting to management queries and reading PDF statements. Where the pitfalls lie in wealth management, how errors can be caught early, and who answers for them in the end: he showed it all on proofs of concept of his own.
Conversational AI in client reporting, demonstrated live
Thomas Tscherrig, member of the executive management of bmpi AG
The last talk got concrete: Thomas Tscherrig opened a Cinnamon web report and asked it the questions a client would ask – why performance lags the benchmark, for instance. Then the objection everything had been leading to: in reporting every figure is correct, with AI every answer sounds right. How the two can be brought together, and which guardrails can be enforced in code, he showed on the architecture behind the demo.
More on the product page: Conversational AI in Cinnamon Reporting.
Apéro riche and conversations
Afterwards everyone moved to the Green Corner for the apéro riche, where the discussions from the room carried on. Thank you to the speakers for their contributions, and to all our guests for thinking and asking along.
If you are interested in the presentation materials, please feel free to contact us any time at info@bmpi.ch.
