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Our programs
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Growth Stage

Julius Baer Global AI Program

June - November 2024
Singapore
Zurich

This global program will enable collaboration between the leading Swiss wealth management group and the next generation of AI startups across the European and Asia Pacific region.

The selected startups for this 4-month collaboration program will benefit from combined capabilities of Julius Baer & Tenity to foster fast exploration and experimentation of use cases.  

The program is sponsored by Norbert Casaulta, COO of Julius Baer, to ensure that the startups get a wide exposure within the Julius Baer network at a global level. The program will give the opportunity to gain unique insights on the bank and create solid relationships with key enablers within the organization.

The Julius Baer Global AI program follows clear milestones and structured interactions with key stakeholders to ensure time well spent and rapid execution of decision. The program will culminate in a final Demo Day, where startups will have an opportunity to present their most promising use-cases and pitch for Proof-of-Concept projects directly to business stakeholders.

What
A 4-month collaboration to explore use cases between Julius Baer and selected startups combining the AI & wealth management space.
When
Applications are open until Apr 30th, 2024 | Matching Days and Program Start upcoming
Where
Europe and Singapore

Application Timeline

Benefits

Collaboration-focus

Combined capabilities of Julius Baer & Tenity to foster fast exploration and experimentation of use cases. Clear milestones and structured interactions with key stakeholders to ensure time well spent and rapid execution of decision.

Exposure

Wide exposure within the Julius Baer network at a global level. Create solid relationships with key enablers within the organization.

Some of our success stories

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The partner

For more than 130 years, Julius Baer has managed their clients’ wealth and served them as trusted, truly personal and holistic advisors. With their roots as a family business, they know the value of long-term relationships, and the challenges and opportunities of growing wealth, protecting it, and passing it on. In all they do, they are inspired by their purpose: creating value beyond wealth. Julius Baer is present in over 25 countries and around 60 locations.

What we'll cover

Find out what we will cover in our masterclasses.

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Requirements

Enterprise-ready

Have traction and a track-record of previously working with enterprise clients, preferably in the financial services industry, to prove product feasibility.

Financial Services Expertise

Previous experience working with clients in the financial industry and knowledge about regulatory requirements, where applicable.

Business Model

SaaS offering, clear maintenance and service model.

Focus topics

AI-Driven Compliance:

Revolutionize compliance methodologies and mitigate regulatory risks.

This area emphasizes leveraging AI technologies for enhanced efficiency and productivity in wealth management operations. We seek innovators to pioneer the conversion of regulatory frameworks into machine-readable formats, ushering in automated compliance monitoring and bolstering regulatory change management.

Operational Efficiency & Automation:

Elevate operational excellence through advanced AI-driven solutions.

Enhancing the workplace environment and empowering employees through automation and AI-driven solutions is crucial. From harnessing the power of unstructured text data to optimizing meeting documentation and streamlining processes, we invite startups to redefine organizational efficiency at its core.

AI-Driven Portfolios:

Unleash the potential of AI in portfolio management strategies.

Innovation in product development and revenue generation is vital. Navigate the intricacies of market analysis by developing AI-powered predictive analytics, enabling precise identification of investment opportunities and the optimization of portfolio performance.

Alumni Startups

Meet
the team

Brigitta Gyoerfi

Brigitta Gyoerfi

Hub Director Switzerland

Meet the executive mentors

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Have questions?

Reach out to our team

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Apply now

This global program will enable collaboration between the leading Swiss wealth management group and the next generation of AI startups across the European and Asia Pacific region.

FAQ

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