Digital Adoption Platform for Financial Service Providers
Ensure Flawless Execution Across Trading & Portfolio Systems
Empower wealth managers, investment analysts, and operations teams to master complex trading and portfolio systems with 100% Swiss data residency. Eliminate transaction risk, enforce zero-defect execution, and protect client assets across every financial workflow.
Sovereign Compliance: Purpose-Built for FINMA & nFADP
In wealth and asset management, protecting sensitive investor profiles and trade telemetry is an absolute fiduciary duty. GRAVITY is headquartered, engineered, and entirely hosted in Switzerland, providing complete, verifiable alignment with nFADP mandates and FINMA outsourcing circulars. Unlike multi-tenant US cloud providers that introduce cross-border legal exposure, GRAVITY guarantees that advisor interactions, portfolio workflow data, and internal telemetry never exit Swiss jurisdiction.
Zero-Defect Execution for Wealth & Asset Management
Complex portfolio rebalancing tools, order management systems, and specialized CRM platforms leave zero margin for error when executing client mandates. GRAVITY acts as an active in-app guardrail, delivering real-time, contextual guidance directly within live software interfaces to catch order entry mistakes and cross-border suitability violations before transactions settle. Relationship Managers and back-office specialists navigate intricate compliance workflows flawlessly, safeguarding client trust and firm reputation.
Accelerated Productivity for Investment & Operations Teams
Major platform migrations and changing regulatory frameworks frequently create steep training curves and operational downtime for financial professionals. GRAVITY embeds interactive performance support directly inside production tools, converting static manuals into interactive walkthroughs. New analysts and advisors become fully productive in days rather than months by learning directly on live systems—cutting training overhead per head while accelerating time-to-value across your organization.
Workflow Analytics: Identify & Resolve System Friction
Complex reporting, trade execution paths, and client onboarding tools often contain hidden operational friction that slows down client servicing and increases transaction risks. GRAVITY provides privacy-first process telemetry that maps how teams interact with your enterprise tech stack. By isolating UI bottlenecks and non-standard workarounds while maintaining total end-user anonymity, IT, operations, and compliance leaders receive actionable data to streamline workflows and maximize platform ROI.
Don’t take our word for it.
See what our clients say
We used GRAVITY for the rollout of Salesforce CRM with 400 tied agents. GRAVITY provides users with urgent answers at their fingertips, at the time they need them. It was instrumental in achieving 98% user adoption (daily use) within a year. I would highly recommend GRAVITY with every running tool and for sure with every new tool launch.
GRAVITY is exceptionally user-friendly, allowing content authors to create complex scenarios without needing technical expertise in CSS or HTML. It enables seamless workflows across systems, offering end-users just the right amount of information and support without being intrusive. GRAVITY has streamlined our employee training and support, reducing the need for costly rollout sessions and providing guidance directly within the process for ongoing support.
GRAVITY helped improve the customer experience of our SAP SuccessFactors applications. It allows us to provide performance support to our 1500 employees exactly when and where they need it in the application and to increase data quality in the systems.
With GRAVITY as an integral part of user onboarding and engagement management, we have been able to maximize the impact BSI CRM has. Release management, in particular, becomes much more effective when you use GRAVITY.
Frequently asked questions about our digital adoption platform
Does GRAVITY have access to sensitive client portfolios or financial data?
No. GRAVITY is designed with a strict "Privacy by Design" architecture. We guide your employees through the interface without ever reading, logging, or storing the sensitive payload data (such as client names, transaction amounts, or portfolio balances) within the application fields.
Can GRAVITY be deployed on-premise for high-security asset management
Yes. For institutions requiring total infrastructure oversight, we offer full on-premise installations. For those preferring a managed solution, our hosted instances are Single Tenant installations running on completely isolated containers, ensuring your financial administration interface is never co-mingled with other clients.
How does Swiss data residency mitigate jurisdictional risk for global financial firms?
Data hosted by US providers is subject to the US CLOUD Act, allowing foreign authorities access regardless of Swiss privacy laws. By hosting data exclusively in Switzerland under Swiss Law, GRAVITY provides a legal firewall. This ensures your internal process data remains protected by the nFADP, simplifying global compliance audits.
How does GRAVITY help with rapid regulatory changes (e.g. AML, KYC, or ESG updates)?
When financial regulations change, you can update your internal live workflows in minutes. GRAVITY pushes smart alerts and mandatory new step-by-step guides to all relevant employees instantly, ensuring immediate firm-wide compliance without the need for traditional training seminars.
How do you ensure the technical security and integrity of the GRAVITY code?
Security is embedded into our entire development lifecycle. We utilize a software testing standard based on ISO 29119 and perform continuous vulnerability scans on our builds. Furthermore, for every major release, we commission an independent Swiss security firm to conduct comprehensive penetration tests against our services and code. These reports are available to our clients for internal review under a standard NDA. For more technical details on our infrastructure and security protocols, please visit our Security Q&A.