Results

Content & Translator Agent saves over 250 hours per month in content generation and enables high quality and customer proximity thanks to specialized LLMs 

With the Agent Architecture, DPD significantly reduces production time and increases output: 2 days → 30 minutes per asset, 270 pieces of content in a short period of time, ~1 FTE/year capacity freed up; in total, this amounts to over 250 hours per month  of saved content and translation work. In service, since 09/2025, a largely automated analysis of conversations provides an objective basis for coaching and quality management (Human-in-the-Loop remains in place).


Initial results show significant efficiency and quality gains: 


  • Time-to-Content: −97% (20 min → < 30 sec per caption) 
  • Output volume: Over 500 social media posts created with the Content Suite 
  • Quality gain: better SEO optimization and greater creativity of the posts 

“Together with Andreas, I trained the Content Butler already during the development phase—and from the very beginning, the collaboration was clear, efficient, and cooperative. His reliability, solution-oriented approach, and enthusiasm for working together greatly enriched the project.


Today, the Content Butler is a real game-changer for us: not only do we produce much faster, but we also keep our brand voice consistent—and that of our clients as well. It enables us to deliver exactly the presence that defines cxb across every channel: clear, unified, professional—and full of personality.”


Maj Lina Schönrock – Head of Marketing at cxb 


Blog post

How Wealth Managers and Family Offices can Profit from GenAI Deep Search

Nina Habicht July 23, 2025 Wealth Management • Family Offices

Wealth Managers and Family Offices spend hours searching for critical connections and insights in their portfolios. The process is time-consuming, error-prone, and heavily manual. Wouldn’t it be better to spend that time face-to-face with high-net-worth clients?

“In the age of AI, Wealth Managers deserve to spend their time where it truly matters face-to-face with their clients, fully prepared for meaningful, complex conversations. Not lost in a sea of documents.”

What are the challenges Wealth Managers face?

Generative AI tools like dreamleap securely guide you through your clients’ portfolios, handwritten documents, and complex wealth reports in seconds using intelligent search. Your clients’ data remains securely stored and always within your control.

Docs Wealth Managers need to be able to analyze

Wealth data is often complex, consisting of a wide range of documents—property ownership contracts, tax statements, private equity and startup investments, as well as inheritance rules and wills.

AI-powered deep search illustration
AI-powered deep search: connect documents, run research, and get answers with sources.
Key benefits of a secure portfolio AI

The key benefits are clear. Wealth Managers, financial institutions, and private equity firms can:

  • Instantly access all critical data before client meetings.
  • Easily ask about earnings reports.
  • Get accurate forecasts tailored to your clients.
  • Receive clear summaries of tax reports.
  • Identify and resolve blind spots in wealth data.
  • Discover next best actions to personally guide your clients.
How does dreamleap Wealth Search work?
  • Securely connect your data.
  • Ask your questions.
  • Receive instant, cited insights across thousands of documents.
Secure by design Cited insights Swiss-made • Secure

dreamleap is supporting family offices and financial institutions in providing deep insights. Swiss-Made. Secure.