Kala for Business 4+

Did you know that in Switzerland, around CHF 55 billion lies dormant in unclaimed vested benefits accounts? One in five people who have worked in Switzerland has lost track of these assets. Yet, few companies leverage this potential, which can directly increase client satisfaction and improve their financial future.

Typically, retrieving these funds from among the 1,500 pension institutions, in collaboration with the 2nd Pillar Central Office, is a complex process. It involves numerous client interactions, forms to fill out and mail, a process that is often lengthy and time-consuming.

Today, thanks to our fully digital solution, this search takes just three minutes. As pioneers in this field, we have simplified the process for advisors, enabling quick searches in a single meeting or even by phone.

With Kala for Business, add concrete value to your client relationships by offering them a turnkey solution to recover their assets. Additionally, benefit from a commission from our financial partners and boost your business without any extra effort.

Contact us to find out more.