Clients

New standards for restoring contact with clients and beneficiaries.

With our services we have set new standards for banks. With a market share of over 65 %, we are the preferred partner of Swiss private and universal banks.

Our solutions are consistently geared to the needs of financial institutions, with a clear focus on banking secrecy, data protection, data security and regulatory compliance.

Whether out of regulatory obligation or responsibility towards your policyholders: restoring contact with inactive client relationships is our core business.

From standard address research for undeliverable mail through to specialised worldwide searches, we support you in a structured, discreet and data-protection-compliant way — always with the aim of reconnecting people with their entitlements while minimising compliance risk.

Over the years, pension foundations and pension funds repeatedly lose contact with individual beneficiaries. For those affected this often means uncertainty — for the institutions, a responsibility.

With our expertise we help you restore these connections efficiently and precisely, so that pension assets reach the people they belong to.

In many legal mandates there is a legitimate interest in reliably identifying people. We are happy to take on that task for you.

Working from publicly available information we research quickly, discreetly and professionally — so you can concentrate on your core competencies.

We create clarity, trust and measurable relief — operationally and regulatorily.

Benefits for our business clients

Efficient client reactivation:

We enable our business clients to restore contact with over 80 % of their clients within defined time budgets.

Maximum transparency & compliance:

We guarantee audit-proof and fully compliant processes.

Tangible efficiency & cost benefits:

We noticeably reduce operational effort for our business clients and create lasting cost savings.