In today's digital landscape, businesses often struggle with managing data spread across multiple systems and platforms. This was the challenge our client faced—data scattered across Excel sheets, Mailchimp audiences, different Bexio accounts, and various legacy systems, each having isolated contact information. The lack of integration between these systems led to duplicated contacts, inconsistent data, and inefficiencies in operations. Our task was to consolidate these data silos, eliminate duplicates, and build an interactive solution that would improve CRM (Customer Relation Management)and operational efficiency.
The first step in this project was a comprehensive analysis of the client’s existing systems and the data they contained. We conducted an audit of each data source, including Excel lists, Mailchimp, Bexio, and the legacy systems that the client had relied on for years. The goal was to understand the structure of the data, identify inconsistencies, and assess the overall data quality.
The audit revealed significant challenges. Not only were there numerous duplicate contacts across systems, but the data also varied in quality—some records were incomplete, others outdated. Additionally, the lack of integration between these systems meant that the same contact information could differ from one platform to another, leading to mistakes and inefficiencies.
With a clear understanding of the client’s data landscape, we proceeded to consolidate the information. This process involved the careful merging of duplicate contacts across all systems. We developed and implemented algorithms to identify and match duplicates, taking into account variations in name spellings, email addresses, and other contact details.
As we merged the data, we also took steps to improve its overall quality. This involved standardizing address formats, filling in missing information, and removing outdated or irrelevant records. This allowed the final dataset to not only be consolidated but also accurate, up-to-date, and ready for scale.
The next phase of the project was to import the cleaned and consolidated data into Airtable, a flexible database platform known for its user-friendly interface and powerful automation capabilities. Airtable was chosen because it could serve as the backbone of a custom ERP (EnterpriseResource Planning) system tailored to the client’s needs.
In the next phase, we will design and build automatic interfaces in Airtable to connect it with the client’s key systems: the website for managing user profiles and course attendance, Mailchimp for email marketing, and Bexio for invoicing and order management. This integration will transform Airtable into a central hub where all data can be accessed, managed, and updated in real-time across all systems. The result will be an automated flow of data, eliminating the need for manual entry and significantly reducing the risk of errors.
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For many traditional financial products, the market potential cannot be reached due to complex processes, which increase cost, decrease liquidity and prevent many investors from including them in their portfolios. Our response: Introducing our innovative decentralized application (DApp) designed to revolutionize a range of (illiquid) financial assets starting with insurance-linked securities. This platform includes all relevant elements starting with a token marketplace, all relevant smart contracts, and a user-friendly web interface, supporting blockchain networks like Ethereum and Polygon.
The business model is simple, with your investment in a raspberry bush, you cover the initial costs as well as the maintenance of the bush for the next 6 years. In return, we give you a share of the profit from the berry sales.
We are proud to have accomplished our mission of significantly improving the accessibility, efficiency, and user-friendliness of complex financial products.
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This Multi Family Office (MFO) had implemented a data infrastructure, but were not able to analyze the data, let alone gain insights for their business.We collaborated with the MFO to optimize their data infrastructure and boost their data governance and analytics capabilities. Our priority was to ensure their Azure Data Lake and Data Warehouse investments yielded actionable business insights and intelligence.Key Contributions
We identified underutilization in the MFO’s Azure data lake and proposed a streamlined medallion model with bronze and gold layers, eliminating unnecessary complexity and reducing costs. This new model improved data ingestion, cleansing, and aggregation, facilitating faster and more accurate data retrieval for business analysis.
On our recommendation the MFO established a data governance handbook as well as a data council led by the Chief Data Officer (CDO) to enforce data policies, standards, and processes. Additionally, we implemented Power BI dashboards for advanced data visualization, enabling business analysts and management to identify trends, validate assumptions, and gain deep insights into operations.
Our collaboration resulted in a robust data infrastructure capable of supporting advanced analytics and reporting needs. The streamlined architecture and enhanced governance frameworks put the MFO in a position to fully leverage their data assets, improving decision-making and operational efficiency. Beyond these immediate benefits, our efforts ensured long-term sustainability and scalability, providing the MFO with a strong foundation for future data-driven initiatives.
Our client had recently acquired another asset manager and was looking for an experienced team to deliver a seamless data migration across all data types from the acquired business to the acquirers data infrastructure.
- An easy to follow execution approach with detailed project plans
- Robust data migration scripts
- In-depth data gap analysis and modelling including a data quality assessment
- Optimized ETL workflows for data integrity
- Advanced reporting with Power BI
- Automation of routine tasks
- Easy to understand migration status updates ensuring stakeholder transparency
- Comprehensive documentation
Our meticulously tested scripts ensured flawless data transfer for all relevant objects across core systems and core data infrastructure. The final output included a detailed runbook to enable the client to run future migrations in-house.
Our client praised the comprehensive approach, the successful data migration as well as the immediate result of an improved data management.
We collaborated with glp Lab and Kollektiv on this exciting project, giving the user the possibility to manifest their vision for Switzerland 2050.
One of the key challenges we face is the lack of transparency and accessibility in political processes. Many citizens want to engage and contribute to political initiatives but are deterred by complex and opaque procedures. This leads to a disconnection between citizens and political decision-making, making it difficult for them to understand the impact of their involvement. Additionally, the slow pace of change in politics can be discouraging, leaving citizens wondering whether their efforts will ever result in meaningful outcomes.
We combined AI technology with a simple wallet solution to automate the creation and distribution of NFTs. Through this we
By making these aspects of politics easily understandable and accessible, we empower citizens to engage meaningfully. We introduced an innovative solution through the sale of NFTs. These NFTs will serve as a direct way for users to influence the agenda of the glp Lab, allowing them to express their preferences on specific issues. Each NFT will represent a vote, giving citizens a tangible and immediate way to impact the political landscape. This combination of transparency and direct influence will bridge the gap between citizens and political processes, fostering a more engaged and informed electorate.
Let AI illustrate your vision of what Switzerland should look like in 2050 and get it as your personal NFT. statements.ch2050.ch
Imagine you have a customer loyalty card that you use to collect points to win products. However, you move to another country and thus all your accumulated points become obsolete. Wouldn't it be cool to sell your loyalty card for its value so you can get a piece of the pie too, or gift it to a loved one so they can enjoy future perks? This is where blockchain technology comes into play again.
We worked with Pesko, one of Switzerland's most successful retailers of high-end sporting and fashion goods, to develop a new approach to their customer loyalty program using blockchain technology, launched to celebrate their 111th anniversary.
Pesko customers can now collect Pesko tokens when purchasing their goods and services, which can then be redeemed for attractive offers as well as 111 prizes - for example, a lifetime ski service in the form of an NFT. Since it is an NFT, the customer has full power of disposal over its ownership. If the ski service is no longer needed, the customer can sell it or give it to someone else.
Remember how you used to keep that one concert ticket in your treasure box, only to look at it later and reminisce? Now imagine this concert ticket in digital form only that it’s more like a lifelong membership card that issues you perks for future concerts or events (depending on its value.)
This is a Proof of Attendance-NFT (POA-NFT). A new way to digitally record life experiences while providing great services and perks for collectors. Stored forever and completely transparent on the blockchain*.
We have made it our mission to create just that — tailor-made POA-NFTs — for the biggest hip-hop festival in Europe — the Openair Frauenfeld.
Important core elements of this POA Digital Collectible were that a physical item (socks) was associated with it. With the combination of real merchandise and the digital collectible (NFT), we were able to reach a large number of festival-goers to create a first-of-its-kind crypto experience with a simple user interface and onboarding journey.
No matter what you think about NFTs, the technology has come to stay. A year before NFTs hit the nerve in 2021, we were convinced that this new technology, which allows unique ownership and transfer of any type of digital asset, was truly groundbreaking. We saw it as a solution for many real-world applications like financial assets, certificates, licences, ticketing, proof of authenticity and many more exciting use cases.
The first NFT we ever programmed was a color NFT. We actually managed to represent every single color of the color spectrum as an NFT and market it on a decentralized platform. So, what exactly do you do with such a color NFT? You can use it, for example, to create your own works of art, as a meta-NFT, so to speak. At the time, we announced a contest on social media in which users could send in their color combinations as a beautiful work of art so that the best picture could be voted for. Really great designs came out of it!
Since we were one of the first companies in Switzerland to experiment with, program and deploy NFTs, you've come to the right place with anything related to NFTs or digital collectibles.
Started this creative journey by peeling back the layers and working our way down to the core, to the essence of what makes our client’s brand different. These workshop sessions were essential to learn as much as possible about their goals, audience and market position. Based on these insights we moved into the creation process and developed ideas and proposals for the Corporate Design.
Involving and engaging our client at every stage of the process was very valuable and led to meaningful decisions.
Based on these we fleshed out the final details and realised also many digital products for them.
The idea of the company name and the logo was to have a clear, focused message about the essence of their product: Yield and Web3.By replacing the “e” in the Yield by a reversed number 3, we wanted to create a bridge between these two ideas and make it uniquely memorable.The animated version of the logo that is used on the website and live presentations expresses the “dynamicism” happening in the web3 space.
Cryptocurrencies and web3 brandings often use dark themes with flashy gradient colors. These “spacey” visuals represent the future technologies and we couldn’t ignore that trend. However, we decided to go with a bright theme to get a fresher look and just used the dark backgrounds selectively.
Despite the popular hype, fundamental understanding of blockchain technology and its concrete benefits (transparency, efficiency, accessibility and interoperability) remain elusive. To gain clarity on the subject, a global Asset Manager and the i.AM Lab initiated the Blockchain Readiness project. Specifically, the goal of Blockchain Readiness was to understand blockchain’s impact on the Asset Manager’s operational value chain in the context of processes, systems and the organisation itself.
If you wish to get clarity on what a new blockchain-based paradigm will look like and understand the impact blockchain technology will have on your company, don’t hesitate to reach out to us. We also provide blockchain training sessions which are designed for entry level as well as proficient learners.
When it comes to lead management, many businesses are confronted with using multiple systems across different regions and not having a structured lead management process.
Together with our partner Credit Suisse, we created a new target operating model which aimed at improving their lead management activities within their Wealth Management division. We first analysed our client’s current lead management processes and interviewed different stakeholders to identify pain points and levers for improvement.
In the next phase, we created new user journeys and derived requirements from these. By defining lead management KPI’s and designing a new KPI dashboard, we ensured a successful tracking of the new lead management activities. We enabled better information gathering and use, more efficient prospect conversion across all locations and gave relationship managers the right tools to make lead handling more efficient.
Just as we tokenized our own shares, we did the same for our client Boss Info AG. We believe that tokenizing shares is a very important part of corporate share issuance. The client approached us with their goal to create a convenient and digital method for their employees to become shareholders of the company. Employees should have the possibility to trade their employee shares on a secondary market.
The benefit for our client is to improve the maintenance of the company’s share register using the distributed ledger technology. We converted the company shares into ERC- 20 Tokens, created an internal marketplace and programmed a smart contract which is the replacement of the traditional shareholder registry, showing changes of ownership in real time.
For many people, pension funds are rather opaque and yet most people in Switzerland are invested in such a vehicle for retirement provision. We assessed the providers from different angles to determine how their digital offering impacts their ability to attract additional customers. Our results show that all providers have big potential, if they sharpen their focus for a digitised future now:
With our expertise at i.AM Lab, we can enable service providers to up their digital game and make a real difference towards a positive customer experience, their loyalty as well as their ability to win additional business.
Our project was to redesign the corporate design of a Web3 startup. The client had a clear brief that they wanted a new visual and animated element that would reflect their previous corporate designs and showcase their evolution. They also wanted the new website to demonstrate their ability to adapt to the dynamic space they operate in.
Our team worked on both the design and development of the project, which included both the frontend and backend. We began by understanding the client's requirements and developing a design concept that reflected their brand values and aspirations.
In addition to the visual design, we also focused on the functionality of the website. We developed a user-friendly interface that would allow clients to easily navigate the site and access the information they need. We also integrated a backend system that would allow the client to manage their content and update the site as needed.
Overall, our project successfully delivered a fresh and dynamic corporate design for our Web3 startup client. The new website showcases their evolution as a company and their ability to adapt to the ever-changing landscape of the Web3 space.
Our client, Credit Suisse Asset Management was facing a couple of challenges with their Mandates and Fund Reporting Client Portal. In order to stay relevant and competitive with other global Asset Managers a new, intuitive and real time client portal had to be designed and developed.
We created a new digital experience platform for investors and prospects of Credit Suisse Asset Management to strengthen interaction and foster the client relationship. We built an interactive client portal with access to sophisticated analytics and coded a state-of-the-art fund search with online, real-time reporting.
We know what investors - whether institutional or retail - expect from leading asset managers and will help you to meet these expectations with outstanding digital products. We are experts in digital transformation and design for asset managers and your first address in Europe for these endeavours. We can show you how to unlock the potential of new touch points and sales channels and significantly improve the experience for your clients.
THORWallet is the premiere non-custodial crypto wallet for the THORChain ecosystem and cross-chain token management and trading. Their app enables decentralized transfers, trading, native multichain swaps, liquidity providing/yield farming and borrowing/lending/saving, all in one app and possible across multiple blockchain ecosystems.
The THORWallet team was looking for a way to build community, increase engagement and reward loyalty. They wanted to promote gamified community missions, simplify community coordination and foster financial inclusion and sound financial decision making. Non Fungible Tokens (NFTs) seemed to offer a novel solution to achieve these community and marketing goals. It soon became clear that NFTs can be much more than jpegs!
i.AM Lab and the THORWallet team engineered this NFT to do more - to provide utility and access to special, differentiated premium features built into their wallet app.
The THORWallet NFT operates by managing addresses that hold various assets like coins, tokens, and NFTs. When a THORWallet NFT is present in the managed address, the wallet app can query the NFT to determine its "rank" attribute. Depending on the NFT's rank, users gain access to certain premium features such as reduced fees on trades, preferential liquidity providing fees, and access to special chat rooms and communities.
While a subscription model could have achieved this, it would require centralized management of payments, personal data storage, login credentials security, and technical maintenance. The use of NFTs, however, allows for a tokenized form of affiliation and commitment that can also be traded.
This represents a new path of community, web3 identity, and credentials, which is available today. With THORWallet NFTs, users can build and increase engagement within their communities, reward loyalty, simplify community coordination, and foster financial inclusion and decision-making.
Why would anyone want to tokenize anything? What can you tokenize anyway? And what does "tokenizing" even mean? Are these all questions that came to your mind when you read the title? Read on, we'll shed some light on the subject.
The tokenization of assets is the process of creating a representation of a real-world asset on a blockchain as a digital token. Tokens become the ownership right of the underlying asset and enjoy all legal protections of traditional assets and all the benefits of digital utility. Tokens are a securitization for the modern age.
We were one of the first companies in Switzerland to tokenize our own shares and offer them on a decentralised exchange. The first step was to convert our equity shares into tokens. This means that each share of our company is represented by a transferable security token on the Ethereum public blockchain. The special thing about this is that the blockchain and the smart contract, i.e. the program that defines the token, is also the share register, openly accessible to anyone who is interested!
Now to the question of why you should tokenize assets at all. We see 5 important advantages of tokenization: Easier transferability, higher accessibility, greater liquidity, increased transparency and a faster implementation.
