Management and technology consulting improving your operations in weeks, not months.
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.
Operational & technology audit plus your first automation workflow, implemented.
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.
EAM · GFI
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.
EAM · GFI
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.
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.
