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.
Ratings & Reviews
This app hasn’t received enough ratings or reviews to display an overview.
Here are some of the changes made with the latest update:
- Bug fixes
- Improvement of 3a account opening
- Various improvements
Like the app? Rate it! Your feedback continuously evolves Kala for Business.
Version 2.1.3
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, for example, based on the features you use or your age. Learn More
Accessibility
The developer has not yet indicated which accessibility features this app supports. Learn More
