Banking
Proven in the toughest process and ready for the next
Master the most complex document process in retail banking, and you have a pipeline that reliably automates the simpler ones.
Use cases
Different processes, one platform. Any bank, any size.
One engine, reshaped for every case - the same platform behind them all.
Financial planning
Tax returns, pension fund certificates, account statements - structured and ready for the advisory meeting.
Portfolio check
Custody statements from any bank, in any layout - positions extracted and normalised.
Document extraction & validation
Every document read, its data extracted and validated against the expected content.
The hard part is the unstructured
Banking is structured: core banking systems, defined fields, databases. The bottleneck is not this structured data - it is the unstructured documents that arrive at the start of every process. That is where HypoDossier comes in: turning unstructured documents into structured, verifiable and directly reusable data.
This has been proven in the toughest case - mortgages. From that foundation, the same platform scales reliably into every further process.
Integration
HypoDossier works as a specialised SaaS layer for document processing - cleanly separated from the systems it feeds.
HypoDossier can also be used standalone - with no integration into surrounding systems at all, and live in around three weeks.
HypoDossier is a processing tool, not a long-term archive: once the data has been handed back to the system of record, it is deleted on schedule and the deletion is logged.
All data is processed exclusively in Switzerland - aligned with FINMA requirements, ISAE 3000 certified.
API-first, clearly separated responsibilities- IDs, lifecycle and long-term storage remain with the bank
- Clean, structured data handover to the target system
