Management and technology/AI consulting improving your operations in weeks, not months. We identify the bottlenecks in your business and implement pragmatic solutions to solve them quickly.
Six things we deliver for expertise-led firms. Each one ends with something that works in your business, not a slide deck.
Structured interviews, process walkthroughs and a review of every tool you pay for, vertical by vertical.
A prioritised issue list, an impact/effort matrix and a 12-month roadmap.
We automate the recurring manual work: reporting, reconciliations, onboarding, document flows, client follow-ups.
Working workflows in production, documented and owned by you.
Document intelligence, drafting assistants and KYC/AML workflows embedded where the work actually happens.
Models in production, measured against a clear before/after baseline.
Small, sharp software for the gaps your vendors don't cover: cockpits, portals, calculators, trackers.
Source code, hosting and data in your name.
Structured RFP, demo coordination, scored shortlist and contract review, so you buy once and buy right.
A defensible decision in weeks, with the evidence behind it.
A senior technology lead on your side for roadmap, budget, vendors, security and the team.
Regular steering sessions plus on-call support when decisions can't wait.
We identify the bottlenecks in expertise-led firms and implement technology-driven solutions to remove them.
Three movements, one loop. Each engagement runs as a cycle, not a line. Last quarter's evidence shapes next quarter's roadmap.
Deep analysis, vertical by vertical.
We work through your business in structured interviews, vertical by vertical. You leave with a full list of issues and solutions classified in an impact / effort matrix, and a crystal-clear roadmap.
Solutions developed, issues resolved.
We develop and ship the solutions identified in the diagnostic. RFPs run, software built, models integrated. You own the source, the model, the workflow.
A continuous loop, not a one-off.
Transformation is never finished. We re-run the loop on a regular cadence so the operating model keeps improving and adapting.
Start with a diagnostic and your first automation. Scale with what works.
A full operational & technology audit, plus one small workflow automation built and running in your business.
Limited-time offer
Hands-on delivery of your roadmap by senior consultants and engineers.
Senior technology leadership on retainer, without a full-time hire.
Estimated for a standard SME
Prices excl. VAT. External CTO estimated for a standard SME; final scope agreed after the diagnostic.
Fermi works with Swiss SMEs operating in critical, regulated and expertise-led sectors. Firms whose value comes from judgment, discretion and proprietary know-how.
The fees haven't grown but the regulatory load and the client requirements have. The need for efficiency has never been this strong.
Reporting automation, client meetings preparation, workflows for KYC and AML, streamlined fund and deals analysis.
Excellent technicians, fragmented tooling. The accounting platform, the document store, the client portal, and the internal spreadsheets do not speak to each other.
Integration across accounting, document store and client portal. Automation around recurring document and closing routines. Cleaner billing and matter management.
Drafting and review time has not moved in a decade while billable rates have. Associates rebuild the same memos from scratch.
Document intelligence on your own corpus. Workflows around drafting, precedent search and contract review. Time and matter tracking with less manual input.
Trade tickets, contract lifecycle, and compliance evidence live in five places. Each new counterparty multiplies the reconciliations.
Tooling around trade operations, counterparty onboarding and contract lifecycle. A cleaner audit trail. Position visibility across desks and brokers.
Too small for an enterprise OMS, too serious for spreadsheets. Risk and reporting run on personalities, not systems.
Right-sized internal tools around order management, daily P&L and risk. Compliance reporting built into the workflow. We build, you own.
Engineering-heavy organisations with rich operational data trapped across SCADA, ERP and Excel. Forecasting, dispatch and regulatory reporting still lean on manual workflows that scale poorly as renewables enter the mix.
Forecasting and dispatch support on top of your operational data. Automation around regulatory reporting. Operations cockpits that pull together SCADA, ERP and energy-market signals.
Your sector is not listed? Tell us what you do. The method generalises.
“Legacy consulting hits a human bottleneck. AI-native consulting doesn't. The work gets done faster, deeper, and cheaper.”
An interactive assessment, an editable roadmap, and the evidence behind every recommendation, running on a platform we built ourselves.
A short call. Usually enough to know whether a diagnostic is the right next step.
