Grow your client base and share of wallet with AI-based planning solutions

Key Features

Grow your client base and share of wallet with AI-based planning solutions

Watch an exclusive video to see how 3rd-eyes analytics’ innovative AI solutions empower financial institutions to build trust with clients and prospects through interactive, self-service planning tools. Discover how cutting-edge technology can help you unlock new business opportunities and deliver truly differentiated advice.

Secure a free appointment

Schedule Your Demo

Let’s discuss in 15 minutes how AI-powered planning solutions can also boost the growth of your business.

Client Testimonials

Hear from Clients Who Love Us

I have experienced numerous tools and planners in my 16 years at Quirin and previously at other banks, but this system is different. It offers a unique live experience.

Ivica Jankovic

Deputy Branch Manager, Quirin Privatbank

The interactivity and visualisations of the advisory discussions make it easier for clients to understand the recommendations which leads to a high level of client satisfaction and simplifies client acquisition.

Marion Koch

Head of Swiss Life Wealth Managers

Thanks to their flexible advisory solution and their expertise in designing investment and advisory processes that seamlessly integrate sustainable investing, we have been able to modernise and differentiate our offering landscape.

Florian Keller

Head of Investment Center