An independent financial coach for all your employees.
Caveo helps all your company's employees with a team of experts and a modern app to master the topics of pensions, insurance and taxes, so that employees feel less stressed and more comfortable.
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The #1 in Financial Wellbeing in Switzerland - independent experts
Our satisfied customers
Financial wellbeing is becoming increasingly important.
60%
of employees say that financial worries are the #1 source of stress.
#1
The cost of health insurance is a concern for the Swiss population.
#3
The main concern of the Swiss is their pension situation in old age.
Personal support from qualified experts
Personal advice via messages or video call
Certified and independent financial planners
Many years of experience
State-of-the-art financial advice
Caveo stands for experienced experts and top qualifications - for sound support that creates trust.
| Other market participants | ||
|---|---|---|
| Independence | Advice without conflicts of interest, not tied to banks or insurance companies. | Often linked to specific products or services. |
| Consulting approach | Evidence-based and prognosis-free, based on scientific findings. | Possibly sales- or commission-driven, not always evidence-based. |
| Technological platform | Digital hub with Caveo Insurance & Pension Platform(CIPP) for data-driven automation. | Traditional consulting models, possibly less technologically advanced. |
| Customer experience | Over 30,000 customer consultations, in-depth understanding of customer needs. | Different levels of experience, possibly less customer-oriented. |
| Digitization | Focus on digitalization and efficiency, reduction of administrative workload. | Possibly less digitized, more manual process. |
| Customer orientation | The aim is to optimize the financial health of customers, including financial education. | The focus can be more on sales than on the customer's well-being. |
| Multilingualism | Services in several languages, international orientation. | Possibly limited in linguistic or international reach. |
| Fee structure | Transparent remuneration model, services for customers generally free of charge. | Fee structure may be less transparent, possibly cost to the customer. |
| Memberships and compliance | Member of relevant organizations, compliance beyond legal requirements. | Compliance can vary, memberships are not always given. |
| Sustainability and social responsibility | Committed to social and ecological goals. | Sustainability and social responsibility can be less emphasized. |
