Zurich's professional-services and advisory firms tend to run lean, high-touch teams — a handful of senior people responsible for a client base where every relationship is individually significant, in a market that's genuinely multilingual even within a single firm. That's a different problem from triaging a large volume of inbound leads: the risk here isn't missing volume, it's a generic or inconsistent first response undermining a relationship that matters.
In practice, that means: an AI automation layer that answers the same way every time, and a bespoke agent where a team's own qualification logic doesn't fit a standard template.
Typical industries
- Boutique consulting and advisory firms
- Wealth management and family offices
- Legal and professional services
- International trading and commodities firms
Common lead-handling problems
- Incomplete context reaching the senior adviser — the details a client gave at first contact not making it past the assistant who took the call
- A genuinely multilingual client base (German, French, English) needing the same standard of handling regardless of language
- A senior partner's time being the scarcest resource — not something to spend on unfiltered first contact
- Manual processes that worked at a small team size but lose precision as they scale
Consistent, precise first response — every time
AI Sales Manager answers a new enquiry the same way every time — same tone, same standard of qualifying question, regardless of time of day or who would otherwise have picked it up. For a small team where each relationship matters individually, that consistency is the actual value, not raw speed.
Multilingual intake without losing precision
A client base split across German, French and English doesn't need three separate processes — AI Lead Qualification is configured once, against your own criteria, and applies it consistently regardless of which language an enquiry arrives in.
Bespoke agents for lean, high-touch teams
Where a fixed product doesn't cover a firm's actual intake logic — asset thresholds, referral source, a specific first-meeting screen — Custom AI Agent Development scopes the agent to that process directly, sized for a small team rather than a high-volume desk.
How delivery actually works
LATYNEX Digital has no office in Switzerland and doesn't claim one, and data isn't held in Swiss infrastructure specifically. Delivery is remote — the same documented delivery process and QA standards as every other market we serve.
Questions
Do you have an office in Zurich or Switzerland?+
No — we work with Zurich-based firms remotely, the same way we work with clients across every market we serve.
Is this compliant with Swiss data protection law?+
We apply the same data-minimisation, consent-based intake standard everywhere as a sensible baseline, but we're not claiming formal FADP certification or Swiss data residency — treat that as a separate legal question for your own business.
Can it handle enquiries in German and French as well as English?+
Yes — qualification logic is configured once and applied consistently regardless of which language an enquiry arrives in.
What does it cost?+
AI Sales Manager starts from €490/month plus setup; custom agent work is priced after scoping — CHF shown only as a reference, EUR is our standard billing currency.
What happens next
- 01
You tell us what you need
One short form. No brief to write.
- 02
We review your enquiry
We assess your context, ask questions if we need them and propose the appropriate next step.
- 03
One scope, one price
In writing, for you to approve. If we are not the right people, we say so.
- 04
Delivery is remote and in English
Video calls and written updates, using the same documented delivery process and QA standards as in every other market.