Trusted by leading organisations
“In developing our new wealth management offering for the Swiss market, we found a proven partner in 3rd-eyes analytics, which provides us with an extremely flexible advisory solution. Thanks to the innovative approach and expertise of all our colleagues at 3rd-eyes analytics, we now have a proposition for the Swiss market that offers the best of both worlds – Swiss Life’s investment expertise combined with the technical backbone of 3rd-eyes analytics. The interactivity and visualisation 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 |
“Our long-standing partnership with 3rd-eyes analytics has been a complete success since 2019. 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. Our cooperation is characterised by strong mutual trust and open communication, which is crucial for the success of the project.”
Florian Keller Head of Investment Center |
Clients (extract)
Partners
Awards, Certificates & Recognitions
SOC 2 Level II certified
2023
SOC 2 Level II certified
2021