Kala for Business 4+

Kala Swiss SA

    • Free

iPhone Screenshots

Description

Try a different way of approaching a client. Don't sell them anything, find their lost money. In Switzerland, there are around CHF 55 billion in vested benefits. Today, very few advisory firms are exploiting the potential of the vested benefits.

Until now, the process of searching the 1,500 pension funds in collaboration with the 2nd Pillar Central Office was rather lengthy and required several contacts with the client, all to finally repatriate an average of "only" CHF 10,587.
Now imagine that you were to carry out this search systematically with your clients and that you spent 3 minutes of your time searching for their pension assets. Every client you see is statistically CHF 10,587 invested, and this can be done in one appointment or even by phone for your existing clients.

Thanks to Kala for Business, you can carry out this research free of charge for your clients and receive remuneration from our various banking partners.

Contact us to find out more.

What’s New

Version 1.2.3

Here are some of the changes made with the latest update:

- Bug fixes
- Application update
- Optimization of repatriation with banking partners
- Various improvements

Love the app? Rate us! Thanks to your feedback, the Kala for Business application is constantly evolving.

App Privacy

The developer, Kala Swiss SA, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy.

Data Used to Track You

The following data may be used to track you across apps and websites owned by other companies:

  • Contact Info
  • Identifiers

Data Linked to You

The following data may be collected and linked to your identity:

  • Contact Info
  • Identifiers

Privacy practices may vary based on, for example, the features you use or your age. Learn More

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