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An independent manager documents everything. The AI has to document too.

Here the constraint is not only confidentiality, it is traceability. What was consulted, by whom, when, has to be shown to an auditor — and an external service will not hand you that log.

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01 — THE CONSTRAINT

FinIA / FinSA, FINMA supervision, revFADP

Organisational and documentation requirements cover the tools used to prepare advice. Outsourcing a function must be controlled and demonstrable.

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01 · USEPrepare a client meeting from the full history of the relationship.

02 · USECheck that a recommendation is consistent with the documented risk profile.

03 · USEFind the trace of a decision taken three years ago, and the document behind it.

04 · USEProduce an access log that stands up in an internal review.

02 — THE OBJECTION

Isn't a Swiss cloud enough?

A data centre in Switzerland says nothing about the entity operating it. If the parent company falls under a foreign law, an order can reach the data without going through Switzerland. The question is not where the disks are, but who can be compelled.

03 — THE SIZING

For a typical profile in this profession.

Computed, not chosen: headcount × peak ratio × weight of the work, against machine capacity. Your actual situation goes through the configurator.

Profile used	20 peopleWhole case files, comparison, review.
Concurrent sessions to absorb	8
Recommended machine	Numezis 20.5 % headroom
Required circuit	Standard T13 socket · 10 A circuit
List price	69'500 CHFservice 15'300 CHF / year

Before the machine

If the question is “where do we start” rather than “which machine”, the group's Advisory and Engineering practice handles exactly that.

The group