# Lead Generation Report

*Generated: 2025-12-13 00:08:53*

## Summary

- **Total Companies:** 16
- **Companies with Contacts:** 6
- **Total Contacts:** 14

## Table of Contents

1. [Titan Investment Group](#titan-investment-group) (0 contacts)
2. [Bellevue Group](#bellevue-group) (0 contacts)
3. [Bernische Kantonalbank](#bernische-kantonalbank) (0 contacts)
4. [Julius Baer](#julius-baer) (0 contacts)
5. [Fintech Innovations AG](#fintech-innovations-ag) (0 contacts)
6. [Zürcher Kantonalbank](#zuercher-kantonalbank) (0 contacts)
7. [UBS](#ubs-switzerland) (1 contacts)
8. [Dukascopy Bank](#dukascopy-bank) (0 contacts)
9. [Raiffeisenbank Switzerland](#raiffeisenbank-switzerland) (0 contacts)
10. [Nexus Capital](#nexus-capital) (0 contacts)
11. [dukascopy-bank_switzerland](#dukascopy-bank-switzerland) (3 contacts)
12. [zuercher-kantonalbank_switzerland](#zuercher-kantonalbank-switzerland) (0 contacts)
13. [raiffeisenbank-switzerland_switzerland](#raiffeisenbank-switzerland-switzerland) (5 contacts)
14. [bellevue-group_switzerland](#bellevue-group-switzerland) (1 contacts)
15. [julius-baer_switzerland](#julius-baer-switzerland) (2 contacts)
16. [nexus-capital_switzerland](#nexus-capital-switzerland) (2 contacts)

---

## Companies

### Titan Investment Group

#### Company Information

| Field | Value |
|-------|-------|
| **ID** | titan-investment-group |
| **Priority** | medium |

#### Qualification Reasoning

**Pain Points Match:**
- Portfolio management across multiple asset classes
- Alternative investment analysis and due diligence
- Investment opportunity screening and evaluation
- Risk assessment and portfolio optimization

**Use Case Fit:**
Titan Investment Group, managing portfolios and alternative investments with 120 employees, faces complex decision-making across diverse asset classes. AI multi-agent systems could automate investment screening, coordinate analysis across different investment specialists, optimize portfolio allocation, and monitor risk across holdings. Multiple agents could specialize in different asset classes or investment strategies and coordinate their findings.

**Growth Indicators:**
- 120 employees indicates substantial investment operations
- Focus on alternative investments shows sophisticated approach
- Discovery confidence of 0.80 shows good market signal
- Alternative investment sector is growing and becoming more complex
- Investment groups actively seeking competitive advantages through technology

**Concerns:**
- Investment decisions are highly judgment-based and relationship-dependent
- Alternative investments require deep domain expertise
- May already have relationships with specialized investment analytics firms
- Regulatory compliance in alternative investments is stringent

#### Recommended Approach

Emphasize data synthesis and decision support capabilities. Position multi-agent systems as enhancing investment team capabilities by automating analysis coordination. Focus on how AI can process more data points and identify patterns faster than traditional analysis. Offer to analyze their current investment evaluation process and show efficiency opportunities. Consider starting with portfolio monitoring and risk assessment.

#### Contacts

*No contacts found for this company.*

---

### Bellevue Group

#### Company Information

| Field | Value |
|-------|-------|
| **ID** | bellevue-group |
| **Priority** | medium |

#### Qualification Reasoning

**Pain Points Match:**
- Asset management process optimization
- Investment analysis and decision support automation
- Portfolio management and monitoring at scale
- Client reporting and communication workflows

**Use Case Fit:**
Bellevue Group, as an investment and asset management company with 120 employees, needs efficient coordination between portfolio managers, analysts, and operations teams. AI multi-agent systems could automate investment analysis workflows, coordinate between different investment strategies, optimize portfolio rebalancing decisions, and generate automated client reports. Multi-agent systems could specialize in different asset classes and coordinate across the portfolio.

**Growth Indicators:**
- 120 employees indicates mid-sized growth company
- Zurich-based in Switzerland's financial hub
- Discovery confidence of 0.80 shows good market signal
- Asset management sector actively adopting AI technologies
- Company size allows for faster decision-making than mega-banks

**Concerns:**
- May already have established relationships with financial software providers
- Investment management decisions often require human expertise and judgment
- Mid-sized firm may have budget constraints compared to tier-1 banks
- Regulatory compliance in asset management is complex

#### Recommended Approach

Position as efficiency and accuracy enhancer for investment operations. Emphasize how multi-agent systems can improve portfolio analysis speed and consistency. Offer to analyze their current workflow and identify automation opportunities. Highlight how AI can free up senior analysts for strategic work. Consider proposing a pilot in one investment strategy or fund.

#### Contacts

*No contacts found for this company.*

---

### Bernische Kantonalbank

#### Company Information

| Field | Value |
|-------|-------|
| **ID** | bernische-kantonalbank |
| **Priority** | medium |

#### Qualification Reasoning

**Pain Points Match:**
- Large regional banking operations requiring process optimization
- Retail and commercial customer service coordination
- Investment banking workflow automation
- Compliance and regulatory reporting

**Use Case Fit:**
Bernische Kantonalbank, as a large cantonal bank with 200 employees, provides comprehensive banking services including retail, commercial, and investment banking. AI multi-agent systems could optimize customer service workflows, automate loan processing, coordinate between different banking divisions, and streamline compliance processes. Multi-agent systems could manage customer inquiries, loan applications, investment recommendations, and regulatory compliance.

**Growth Indicators:**
- 200 employees indicates substantial regional banking operations
- Bern location in Switzerland's capital region
- Discovery confidence of 0.86 shows strong market signal
- Large cantonal banks are increasingly investing in digital transformation
- Multi-service banking model creates opportunities for workflow optimization

**Concerns:**
- Cantonal banks often have legacy systems and conservative approach to technology
- May already have relationships with established banking software providers
- Regulatory compliance in Swiss banking is stringent and complex
- Decision-making in cantonal banks can be slow and bureaucratic
- Staff may resist automation and AI implementation

#### Recommended Approach

Position as digital transformation partner for regional banking. Emphasize competitive necessity in modernizing operations. Focus on specific efficiency gains in loan processing and customer service. Highlight how AI can improve compliance accuracy and reduce regulatory risk. Suggest starting with backend operations (compliance, internal workflows) to build organizational confidence before customer-facing applications.

#### Contacts

*No contacts found for this company.*

---

### Julius Baer

#### Company Information

| Field | Value |
|-------|-------|
| **ID** | julius-baer |
| **Priority** | medium |

#### Qualification Reasoning

**Pain Points Match:**
- Wealth management operations requiring personalization at scale
- Client relationship management and service coordination
- Portfolio analysis and investment recommendation automation
- Compliance and regulatory reporting workflows

**Use Case Fit:**
Julius Baer, as a major private banking and wealth management company, handles complex client relationships with significant assets. AI multi-agent systems could enhance their service delivery by automating portfolio analysis, personalizing client communications, coordinating between relationship managers and investment teams, and streamlining compliance processes. Multiple agents could manage different aspects of wealth management (portfolio optimization, tax planning, risk assessment, client communication).

**Growth Indicators:**
- Large private bank (380 employees) with sophisticated operations
- Zurich-based indicates Swiss financial hub presence
- High discovery confidence (0.94) shows strong market signal
- Wealth management sector experiencing digital transformation
- Private banking is increasingly using AI for personalization

**Concerns:**
- Established private banks often have legacy systems and resistance to change
- Client relationship management is highly personal in private banking
- May already have partnerships with major financial software vendors
- Regulatory requirements in Switzerland are stringent

#### Recommended Approach

Emphasize client experience enhancement and operational efficiency. Position multi-agent systems as enabling better service without replacing personal relationships. Focus on backend automation (compliance, portfolio analysis, reporting) rather than client-facing automation. Highlight competitive advantage in the wealth management market. Consider approaching wealth management operations team first.

#### Contacts

*No contacts found for this company.*

---

### Fintech Innovations AG

#### Company Information

| Field | Value |
|-------|-------|
| **ID** | fintech-innovations-ag |
| **Priority** | high |

#### Qualification Reasoning

**Pain Points Match:**
- Complex financial technology workflows requiring automation
- Need for intelligent process optimization in fintech operations
- Requirement for scalable AI-driven solutions in financial systems

**Use Case Fit:**
Fintech companies typically handle complex, multi-step processes in payment processing, trading, risk management, and compliance. Our AI multi-agent systems can automate and optimize these workflows, reduce manual intervention, improve accuracy, and enable real-time decision-making. Multi-agent systems could coordinate between different financial services components.

**Growth Indicators:**
- Fintech sector is experiencing rapid growth and innovation
- Company size (130 employees) suggests active development phase
- Fintech companies are early adopters of AI technology
- High discovery confidence (0.79) indicates strong market presence

**Concerns:**
- Fintech companies may already have in-house AI/ML teams
- May prefer building custom solutions rather than external consulting
- Regulatory compliance requirements in fintech could limit implementation scope

#### Recommended Approach

Position MARSYS as a partner for accelerating fintech innovation. Emphasize how multi-agent systems can handle complex inter-departmental workflows (trading, compliance, settlement). Highlight cost savings vs. building in-house. Reference case studies from similar fintech implementations.

#### Contacts

*No contacts found for this company.*

---

### Zürcher Kantonalbank

#### Company Information

| Field | Value |
|-------|-------|
| **ID** | zuercher-kantonalbank |
| **Priority** | medium |

#### Qualification Reasoning

**Pain Points Match:**
- Regional banking operations requiring efficiency
- Customer service and relationship management automation
- Loan processing and approval workflow optimization
- Compliance and regulatory reporting automation

**Use Case Fit:**
Zürcher Kantonalbank, as a large regional cantonal bank with 230 employees, handles diverse banking services for both retail and corporate customers. AI multi-agent systems could automate loan processing workflows, optimize customer service routing, streamline compliance processes, and coordinate between different banking divisions. Multi-agent systems could manage loan applications, customer inquiries, risk assessment, and regulatory compliance simultaneously.

**Growth Indicators:**
- 230 employees indicates substantial regional operations
- Zurich location in Switzerland's financial center
- Discovery confidence of 0.87 shows strong market signal
- Regional banks are increasingly digitizing operations
- Cantonal banks are seeking competitive advantages through technology

**Concerns:**
- Regional banks often have legacy systems and slower adoption cycles
- May already have relationships with major banking software vendors
- Regulatory environment in Switzerland is highly controlled
- Decision-making in cantonal banks can be bureaucratic
- May prefer proven solutions from established vendors

#### Recommended Approach

Position as modernization and efficiency partner for regional banking. Emphasize how multi-agent systems can help compete with larger national banks. Focus on specific pain points like loan processing speed and customer service efficiency. Highlight cost savings and improved customer satisfaction. Suggest starting with non-customer-facing operations (compliance, internal workflows) to build confidence.

#### Contacts

*No contacts found for this company.*

---

### UBS

#### Company Information

| Field | Value |
|-------|-------|
| **ID** | ubs_switzerland |
| **Priority** | high |

#### Qualification Reasoning

**Pain Points Match:**
- Massive scale requiring operational efficiency optimization
- Complex cross-functional workflows in wealth management, asset management, and investment banking
- Need for intelligent automation in client service delivery
- Risk management and compliance automation at enterprise scale

**Use Case Fit:**
As a global financial services giant with 450+ employees, UBS manages enormous volumes of client data, transactions, and risk assessments. AI multi-agent systems could revolutionize their operations by automating complex workflows across wealth management divisions, enabling real-time portfolio analysis, client service coordination, and regulatory compliance monitoring. Multi-agent systems could coordinate between trading, compliance, settlement, and client management teams.

**Growth Indicators:**
- Enterprise scale (450+ employees) indicates complex operations
- Global financial services firm with continuous innovation needs
- High discovery confidence (0.95) - very strong market signal
- Wealth management and investment banking are digitization-focused sectors

**Concerns:**
- Large enterprises often have established vendors and long procurement cycles
- Existing relationships with major consulting firms (McKinsey, Accenture, etc.)
- Regulatory constraints in banking may require extensive compliance vetting
- May have substantial internal AI/ML capabilities already
- Decision-making is highly centralized and slow in large banks

#### Recommended Approach

Approach through innovation/digital transformation leadership rather than operational teams. Emphasize enterprise-scale benefits: operational efficiency gains across divisions, cost reduction, improved client service. Position as complementary to existing systems. Suggest pilot program in one division (e.g., wealth management operations). Highlight ROI potential for large-scale deployment.

#### Contacts (1)

##### Harald Speth

**Head of IT EMEA+ Small Sites**

| Field | Value |
|-------|-------|
| LinkedIn | [https://ch.linkedin.com/in/harald-speth-635152b](https://ch.linkedin.com/in/harald-speth-635152b) |
| Location | Zurich, Switzerland |

**Skills:**
Java, JDBC

**Summary:**
Head of IT EMEA+ Small Sites at UBS with 23+ years of experience in IT leadership roles. Specializes in Java development and has led IT operations across multiple regions including South Africa and EMEA.

**Outreach Hooks:**
- Deep expertise in Java and IT systems development
- Led major IT projects including JSE Millennium Migration
- 23+ years at UBS with extensive IT leadership experience in EMEA and international markets

---

### Dukascopy Bank

#### Company Information

| Field | Value |
|-------|-------|
| **ID** | dukascopy-bank |
| **Priority** | medium |

#### Qualification Reasoning

**Pain Points Match:**
- Real-time trading decision automation and optimization
- Market analysis and opportunity identification at speed
- Risk management and position monitoring automation
- Client service automation for trading platforms

**Use Case Fit:**
Dukascopy Bank, as an online financial services provider specializing in forex and CFD trading, operates in a high-velocity environment where speed and accuracy are critical. AI multi-agent systems could automate market analysis, trading signal generation, risk assessment, and client support. Multiple agents could monitor different market segments, analyze trading patterns, manage risk exposure, and coordinate trading decisions in real-time.

**Growth Indicators:**
- 150 employees indicates active operations at scale
- Online banking model shows tech-forward approach
- Fintech/online trading sector experiencing rapid growth
- Discovery confidence of 0.82 shows strong market signal
- Forex and CFD trading requires constant technological innovation

**Concerns:**
- Highly regulated financial services industry
- May already have sophisticated proprietary trading systems
- Real-time trading systems require extreme reliability and low latency
- May be hesitant to rely on external AI systems for critical trading decisions

#### Recommended Approach

Position MARSYS as supporting infrastructure for non-core trading functions (client service, compliance monitoring, risk reporting). Emphasize how multi-agent systems can enhance rather than replace existing trading systems. Focus on operational efficiency gains and compliance automation. Suggest starting with risk management or client service automation before trading-related applications.

#### Contacts

*No contacts found for this company.*

---

### Raiffeisenbank Switzerland

#### Company Information

| Field | Value |
|-------|-------|
| **ID** | raiffeisenbank-switzerland |
| **Priority** | medium |

#### Qualification Reasoning

**Pain Points Match:**
- Cooperative banking network coordination and optimization
- Member service and relationship management at scale
- Loan processing and credit analysis automation
- Compliance and risk management across network

**Use Case Fit:**
Raiffeisenbank Switzerland, as a cooperative bank with 240 employees serving the entire country, faces unique challenges in coordinating across multiple regional branches. AI multi-agent systems could automate member service workflows, optimize loan processing across the network, coordinate compliance across branches, and manage risk assessments. Multiple agents could manage different regions or service lines while coordinating centrally.

**Growth Indicators:**
- 240 employees indicates significant national operations
- Cooperative banking model shows member-focus and stability
- Discovery confidence of 0.87 shows strong market signal
- Cooperative banks are modernizing to compete with national banks
- Network coordination is increasingly technology-driven

**Concerns:**
- Cooperative structure may lead to slower decision-making
- Multiple stakeholders (members, branches) can complicate implementations
- May already have established relationships with banking software vendors
- Regulatory compliance is complex across multiple jurisdictions
- Cultural resistance to automation in traditional cooperative model

#### Recommended Approach

Position as network efficiency and member service enhancer. Emphasize how multi-agent systems can coordinate across branches while respecting local autonomy. Focus on member service improvements and operational efficiency. Highlight competitive advantages against national banks. Suggest starting with a pilot in one region or service line to demonstrate value.

#### Contacts

*No contacts found for this company.*

---

### Nexus Capital

#### Company Information

| Field | Value |
|-------|-------|
| **ID** | nexus-capital |
| **Priority** | high |

#### Qualification Reasoning

**Pain Points Match:**
- Investment evaluation and due diligence automation
- Portfolio management optimization and monitoring
- Fintech investment analysis requiring rapid decision-making
- Deal flow processing and opportunity identification

**Use Case Fit:**
As a venture capital and investment firm focused on fintech and innovation, Nexus Capital faces constant pressure to identify promising investments quickly and manage complex portfolios. AI multi-agent systems could automate deal screening, due diligence workflows, portfolio monitoring, and risk assessment. Multiple agents could specialize in different analysis aspects (market analysis, technical evaluation, financial modeling, team assessment) and coordinate findings.

**Growth Indicators:**
- 100 employees indicates active investment operations
- Focus on fintech/innovation sector shows tech-forward mindset
- VC firms are early adopters of AI solutions
- High discovery confidence (0.78) indicates market traction
- Venture capital sector experiencing growth and consolidation

**Concerns:**
- May already use specialized investment analysis software
- VC firms may prefer niche solutions over general multi-agent systems
- Investment decision-making often relies on human judgment and relationships
- Smaller team size may limit budget for external consulting

#### Recommended Approach

Position MARSYS as accelerator for investment process efficiency. Focus on how multi-agent systems can handle repetitive due diligence tasks, freeing senior partners for strategic decisions. Emphasize speed-to-market advantage in identifying emerging opportunities. Offer to analyze their current workflow and show specific efficiency gains. Consider offering a pilot on deal screening process.

#### Contacts

*No contacts found for this company.*

---

### dukascopy-bank_switzerland

#### Company Information

| Field | Value |
|-------|-------|
| **ID** | dukascopy-bank_switzerland |

#### Contacts (3)

##### Ariza Abdujeva

**HEAD OF MARKETING | GROWTH STRATEGIST | BRAND & PERFORMANCE LEAD**

| Field | Value |
|-------|-------|
| LinkedIn | [https://lv.linkedin.com/in/ariza-abdujeva](https://lv.linkedin.com/in/ariza-abdujeva) |
| Location | Riga, Latvia |

**Skills:**
Digital Marketing, Lead Generation, Marketing Communications, SEO, Strategy

**Summary:**
Visionary marketing leader with 15+ years of international experience delivering high-growth strategies across fintech, SaaS, and e-commerce sectors. Proven track record in building brands, scaling acquisition, driving retention, and delivering ROI in highly regulated environments.

**Outreach Hooks:**
- 15+ years of international marketing experience in fintech and SaaS
- Strategic marketing leader specializing in regulated market environments

##### Normund Nowitzki

**Head of trading platform development**

| Field | Value |
|-------|-------|
| LinkedIn | [https://lv.linkedin.com/in/normund-nowitzki-20a30691](https://lv.linkedin.com/in/normund-nowitzki-20a30691) |
| Location | Riga, Latvia |

**Skills:**
Brokerage, Forex and Derivatives, User Interface Design, MetaTrader server, FIX Bridge, Trading, Derivatives, Financial Markets, Foreign Exchange, Options

**Summary:**
Head of trading platform development with 15+ years of experience in brokerage and IT project management at Dukascopy Bank. Specializes in trading software development and platform architecture.

**Outreach Hooks:**
- 15+ years of expertise in trading platform development
- Deep knowledge of Forex, Derivatives, and Financial Markets systems
- Experience with MetaTrader server integration and FIX Bridge development

##### Sergey P.

**Senior Web Developer, First Vice President**

| Field | Value |
|-------|-------|
| LinkedIn | [https://ch.linkedin.com/in/poserr](https://ch.linkedin.com/in/poserr) |
| Location | Saint-Oyens, Vaud, Switzerland |

**Skills:**
PHP, MySQL, Web Development, Architecture Management, People Management, Crypto Solutions, Mobile Applications, Project Management, E-banking, CRM, Customer Information Systems

**Summary:**
Senior Web Developer and First Vice President at Dukascopy Bank SA with 20+ years leading development of internal and public projects including crypto solutions, e-banking platforms, and mobile applications.

**Outreach Hooks:**
- 20+ years of leadership in crypto-related solutions development at Dukascopy Bank
- Expertise in designing and launching mobile applications including Swiss Forex and Swiss Bank apps
- Strong focus on people management, architecture management, and quality-driven development

---

### zuercher-kantonalbank_switzerland

#### Company Information

| Field | Value |
|-------|-------|
| **ID** | zuercher-kantonalbank_switzerland |

#### Contacts

*No contacts found for this company.*

---

### raiffeisenbank-switzerland_switzerland

#### Company Information

| Field | Value |
|-------|-------|
| **ID** | raiffeisenbank-switzerland_switzerland |

#### Contacts (5)

##### Raffael Künzli

**Leiter Investment Operations (Head Investment Operations)**

| Field | Value |
|-------|-------|
| LinkedIn | [https://ch.linkedin.com/in/raffael-k%C3%BCnzli-cfa-b590b034/en](https://ch.linkedin.com/in/raffael-k%C3%BCnzli-cfa-b590b034/en) |
| Location | St Gallen, Switzerland |

**Skills:**
Finanzberatung, Bankwesen, Corporate Finance, Economics, Financial Reporting, Financial Analysis, Quantitative Methods, Alternatives, Derivatives, Equity, Fixed Income, Portfolio Management

**Summary:**
CFA certified Head Investment Operations at Raiffeisen Gruppe with 20+ years of experience in investment management and banking. Specialized in investment operations, steering, and sales solutions with expertise in financial advisory and banking operations.

**Outreach Hooks:**
- CFA (Chartered Financial Analyst) certified
- Head Investment Operations at Raiffeisen Group
- 1,245 LinkedIn followers
- 20+ years in banking and investment management
- Expertise in investment operations and steering
- FHS St.Gallen graduate with banking and finance background

##### Patrick Menétrey

**Senior Marketing and Communication consultant**

| Field | Value |
|-------|-------|
| LinkedIn | [https://ch.linkedin.com/in/patrick-men%C3%A9trey](https://ch.linkedin.com/in/patrick-men%C3%A9trey) |
| Location | Lausanne, Vaud, Switzerland |

**Skills:**
Brand identity, Communication, Product Management, Digital, Marketing, Innovation, Neuromarketing, Artificial Intelligence, Strategy

**Summary:**
Confirmed specialist in communication and marketing, project-oriented with focus on digital, innovation and new technologies. Autonomous, reliable and invested professional who enjoys teamwork.

**Outreach Hooks:**
- 17+ years of tenure at Raiffeisenbank Switzerland demonstrating deep institutional knowledge
- Recently completed AI specialist certification (Dec 2024) showing commitment to continuous learning
- Focus on digital transformation and innovation in financial services communication

##### Jeff-Richard Angehrn

**CFO / Leiter Services, Mitglied der Bankleitung**

| Field | Value |
|-------|-------|
| LinkedIn | [https://ch.linkedin.com/in/jeff-richard-angehrn-63b61366](https://ch.linkedin.com/in/jeff-richard-angehrn-63b61366) |
| Location | Zurich, Switzerland |

**Skills:**
Risikomanagement, Operationelles Risikomanagement, Kreditrisiken, Risikoanalyse, Bank Management

**Summary:**
15+ years leadership experience as CFO / Head Finance from medium to internationally listed groups. 5+ years professional experience as auditor at Ernst & Young (Swiss CPA). Broad expertise in finance, digitalization, lean management, IFRS, Compliance & Legal, Credit & Risk management.

**Outreach Hooks:**
- CFO of the Year (Central Europe 2024, Switzerland 2025)
- One of the most influential Voices in Finance (Switzerland)
- Strong track record in risk management and financial leadership at major financial institutions

##### Harish Kumar

**Scrum Master**

| Field | Value |
|-------|-------|
| LinkedIn | [https://de.linkedin.com/in/harish-kumar-d1](https://de.linkedin.com/in/harish-kumar-d1) |
| Location | Stuttgart, Baden-Württemberg, Germany |

**Skills:**
Team Leadership, Coaching, Scrum Master, Agile Leadership, Business Analysis, Process Improvement, Cross-functional Team Leadership

**Summary:**
With 15+ years in IT from testing and business analysis to Agile leadership, Harish has led global, cross-functional teams across Austria, India, Germany, Portugal, Spain, Switzerland, and the UK, guiding transformation journeys that turn complexity into clarity.

**Outreach Hooks:**
- 15+ years of IT and Agile leadership experience
- Led global cross-functional teams across 7+ countries including Switzerland and Germany
- Certified Scrum Master (CSM) and Advanced Certified Scrum Master (A-CSM)
- Marathon ambassador and marathon runner
- Strong focus on people-centric transformation and team leadership

##### Fitim Dibrani

**Head Authorities & Sanctions Operations | Legal & Compliance**

| Field | Value |
|-------|-------|
| LinkedIn | [https://ch.linkedin.com/in/fitim-dibrani-66732aa4](https://ch.linkedin.com/in/fitim-dibrani-66732aa4) |
| Location | Winterthur, Zurich, Switzerland |

**Skills:**
Anti-Geldwäsche, Wirtschaftssanktionen, AML Compliance, Sanctions Operations, Legal & Compliance, Due Diligence

**Summary:**
Head of Authorities & Sanctions Operations with 8+ years at Raiffeisenbank Switzerland. Specializes in AML compliance, sanctions monitoring, and regulatory inquiries with expertise in financial crime prevention.

**Outreach Hooks:**
- Leading authorities and sanctions operations at major Swiss bank
- Expert in AML compliance and sanctions list monitoring
- Master's degree in Law from University of St.Gallen with specialized compliance certifications

---

### bellevue-group_switzerland

#### Company Information

| Field | Value |
|-------|-------|
| **ID** | bellevue-group_switzerland |

#### Contacts (1)

##### Dan Dysli

**Interim & Fractional CFO / Transactions**

| Field | Value |
|-------|-------|
| LinkedIn | [https://ch.linkedin.com/in/dan-dysli-14a59b8](https://ch.linkedin.com/in/dan-dysli-14a59b8) |
| Location | Zurich, Switzerland |

**Skills:**
Mergers & Acquisitions, Corporate Finance, Investor Relations, Financial Operations, Corporate Strategy, Capital Markets, Executive Management, IPO Management, ESG, Venture Capital, Private Equity, Biotechnology, Medtech, Start-ups, Finance

**Summary:**
Strong finance professional with 20+ years of experience in corporate strategy, investor relations, financial operations, capital markets, M&A and corporate governance. Extensive work with companies ranging from small players and start-ups to large multinationals. Hands-on experience in technology, life-sciences, healthcare and industrial sectors with MBA from University of Chicago.

**Outreach Hooks:**
- 20+ years of finance expertise spanning investment banking, corporate finance and M&A
- Proven track record managing client relationships in DACH region with VC/PE investors and family offices
- Successfully led Trifork IPO on Nasdaq in 2021 with investor relations and corporate finance responsibilities
- Deep experience in medtech and biotech sectors through Bellevue Group venture capital investments

---

### julius-baer_switzerland

#### Company Information

| Field | Value |
|-------|-------|
| **ID** | julius-baer_switzerland |

#### Contacts (2)

##### Arturo Quero Fernandez

**Director - Team Head Incident & Problem Management and Operations Global Control Center**

| Field | Value |
|-------|-------|
| LinkedIn | [https://ch.linkedin.com/in/arturo-quero-fernandez-8893b862](https://ch.linkedin.com/in/arturo-quero-fernandez-8893b862) |
| Location | Switzerland |

**Skills:**
Incident Management, Problem Management, Service Delivery Management, IT Operations, Mainframe DevOps, PL/I Development, Scrum Master, ITIL v4, Production Support, Team Leadership

**Summary:**
Director and Team Head of Incident & Problem Management and Operations Global Control Center at Julius Baer with 3+ years experience. Responsible for incident management, problem handling, major incident management, and overseeing 24/7 production environment across multiple IT hubs.

**Outreach Hooks:**
- Director at Julius Baer with 15+ years IT operations and mainframe experience
- Team Head managing Global Operation Control Center with 9 operators in Switzerland and Singapore
- ITIL v4 and PSM I certified with expertise in incident and problem management

##### Bala Ranga

**Head of IT Digital Transformation APAC - Executive Director**

| Field | Value |
|-------|-------|
| LinkedIn | [https://sg.linkedin.com/in/bala-ranga-22bb686b](https://sg.linkedin.com/in/bala-ranga-22bb686b) |
| Location | Singapore |

**Skills:**
Project Management, Digital Transformation, Strategic Change Management, Program/Project Management, Agile, Waterfall, Business Analysis, SAFe Scrum Master

**Summary:**
IT Digital Transformation Leader with 8+ years at Julius Baer. Pioneered strategic digital transformation driving innovation and operational efficiency. Led 150-member multi-disciplinary teams delivering mission-critical digital channels and solutions.

**Outreach Hooks:**
- Led 150-member teams delivering mission-critical digital solutions
- Orchestrated seamless integration of advanced digital solutions and cloud frameworks
- Championed stakeholder engagement and fostered culture of innovation enterprise-wide

---

### nexus-capital_switzerland

#### Company Information

| Field | Value |
|-------|-------|
| **ID** | nexus-capital_switzerland |

#### Contacts (2)

##### Bjorn Sperber

**Chief Financial Officer**

| Field | Value |
|-------|-------|
| LinkedIn | [https://www.linkedin.com/in/bjornsperber](https://www.linkedin.com/in/bjornsperber) |
| Location | Los Angeles, California, United States |

**Skills:**
Asset Management, Valuation, Fund Accounting, Financial Reporting

**Summary:**
Chief Financial Officer at Nexus Capital Management specializing in alternative investment fund administration focusing on Private Equity, Private Credit, CLOs, Real Estate, Energy and Infrastructure. MBA in Finance from USC Marshall with extensive experience in fund accounting and financial management.

**Outreach Hooks:**
- Recently transitioned to CFO role at Nexus Capital Management
- 15+ years of experience in alternative investment fund administration
- Strong expertise in Private Equity, Private Credit, and Infrastructure fund management

##### Daniel Muster

**Chief Operating Officer**

| Field | Value |
|-------|-------|
| LinkedIn | [https://www.linkedin.com/in/danielmusterncapco](https://www.linkedin.com/in/danielmusterncapco) |
| Location | Fairport, New York, United States |

**Skills:**
Financial Advisory, Insurance, Retirement Planning, Wealth Management, Business Consulting, Budgeting, Financial Planning, Commercial Insurance, Health Insurance

**Summary:**
Chief Operating Officer specializing in Insurance, Wealth Management, and Investing. Provides comprehensive financial services and expertise in wealth management solutions.

**Outreach Hooks:**
- Chief Operating Officer with extensive wealth management experience
- Expert in financial advisory and retirement planning solutions
- Led comprehensive financial services offering across multiple sectors

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