Reference Models & Show Case Tools

BICon provides structured frameworks, operational tools, and modular add-ons across the following areas:

Strategy & Value Creation

  • AI & Digital Strategy Design for Banks and Financial Institutions
Showcase Tool · Transformation Management

Transformation Portfolio Steering

Structured prioritisation of AI, digital and innovation initiatives

  • Holistic transparency across all AI, digital and innovation initiatives
  • Consistent assessment by strategic fit, effort, impact and dependencies
  • Management-level prioritisation for clear steering and resource allocation
  • Fully Integrated EU AI Act Compliance
Explore with demo data

Asset Management

  • Structuring, Automated Implementation and Measurement of the Investment Process
Showcase Tool · Asset Management

Investment Decision Lab

Portfolio construction and analysis

  • Rule-based portfolio engine with full auditability
  • Scenario testing and risk decomposition
  • Transparent methodology and explainable outputs
Explore Tool

Client Management

  • Structuring and digitalisation of the advisory process in private banking
Showcase Tool · Client Management

Portfolio Prompt Builder / Investment Journey

Introduction to investing & AI-driven investment proposal

  • Interactive learning experience
  • Makes abstract concepts tangible
  • Bridges education and decision-making
  • Translates investor preferences into structured portfolio specifications
  • Embeds rules, constraints, and advisory logic
  • Generates consistent, advisor-grade outputs
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Avaloq Add Ons

  • HOBS, AA, Modelportfolio & Benchmark Excel Import Tool (via XML)
  • Performance Reference Rule Set

IT / Data Strategy & Architecture

  • IT Strategy and Architecture for Banks / Financial Service Providers


References

Our reference models and tools were successfully applied in our customer projects


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