Step 1 · 09:00 to 10:00
Use AI safely
A short introduction: which data may you use, where is it processed, and which decisions stay with you?
In planning · Four steps · Full-day workshop
AI workshop for fiduciary offices
Liechtenstein · Venue and date to follow
Do you already use AI and want to apply it to your mandate work? Bring a process from your office, such as checking documents, preparing a mandate review or drafting a client question. Learn to set data rules and approvals, describe the process in an interview and build a useful Skill. Finally, work in teams on a fiduciary app interface in Lovable.
Open presentation and materials
Your day in four steps
Step 2 · 10:00 to 11:45
Describe your fiduciary process
Interview each other using four questions: the current process, the problem, the desired process and a good result. The questions come from the workshop with Remo Guntli.
Step 3 · 11:45 to 14:45
Create and use fiduciary Skills
Use the Skill Generator to turn your process description into a reusable instruction. Run it, then check it against a second case.
Step 4 · 14:45 to 17:00
Build a fiduciary app? Try it together
In teams, use Lovable to build a first interface, such as a mandate board with an AI dialogue and client messages. Then discuss its value, data needs and the next step.
Course objective
Describe one of your own processes, build a Skill and check its result. With your team, also create a first clickable app interface. By the end, you can assess what a Skill can do and where your office needs an application.
Course content
- Use AI safely: A short introduction: which data may you use, where is it processed, and which decisions stay with you?
- Describe your fiduciary process: Interview each other using four questions: the current process, the problem, the desired process and a good result. The questions come from the workshop with Remo Guntli.
- Create and use fiduciary Skills: Use the Skill Generator to turn your process description into a reusable instruction. Run it, then check it against a second case.
- Build a fiduciary app? Try it together: In teams, use Lovable to build a first interface, such as a mandate board with an AI dialogue and client messages. Then discuss its value, data needs and the next step.
Who it is for
Owners, mandate managers and staff in small fiduciary offices in Liechtenstein and Switzerland who have some experience with AI. No programming skills are required.
Facilitators
Hartmut Hübner and Zeno John · MMIND.ai
Preparation
- Bring a laptop and an approved ChatGPT or Claude account. Check available features and Skill installation in advance.
- Bring a process, a template, a good result and an average result. Only use approved or anonymised content for shared work. A sample case is available.
- Prepare one Lovable account per team and check the available build credits. Complete account setup and any purchase before the workshop.
- Breaks: 11:00 to 11:15, lunch 12:15 to 13:00, 15:45 to 16:00. Date, price and registration to follow.