Turn Swiss workplace pensions into real-time opportunities.
SwissPensionOS™ continuously analyses Pillar 2 / BVG data to identify who needs attention, what education should happen next, and where advisors can create measurable value — across the entire book of clients.
Auto-enrolment solved one problem. The BVG mandatory minimum didn't solve engagement.
Millions of Swiss employees contribute to a pension fund, but contribution alone does not mean an employee understands their Vorsorge, values the employer contribution, increases savings over time, or receives the right education at the right moment. Meanwhile advisors are expected to support entire workforces using limited time and fragmented information. SwissPensionOS changes that.
The loop that turns pensions into opportunities
Detect → Prioritise → Educate → Intervene → Measure. A continuous loop running quietly in the background of every client.
Continuously analyse BVG / Pillar 2 and workforce data.
Identify the employees and employers that need attention.
Deliver relevant education at the moment it matters.
Give advisors clear next-best actions.
Track engagement, action and measurable outcomes.
Put the advisor back in the value seat.
SwissPensionOS continuously scans your book of workplace pension clients for changes, opportunities and educational needs. Instead of manually searching for who might need help, it tells you who needs attention, why, what education to send, who belongs in your next onsite class, who needs a personal conversation, and what changed after your intervention.
- Buy-in & 1e voluntary contribution opportunities, ranked by canton and years to retirement
- Contribution gaps vs the BVG age-rate minimums
- Retirement-transition planning for employees within 3 years of retirement
- Education load automatically sized for your next onsite class
3 years to retirement, contributions lagging at 6.2%, eligible for a tax-deductible buy-in in canton Basel-Stadt. Estimated incremental advisor revenue: CHF 3,200; estimated client value: CHF 68,000.
Know whether your workplace pension is working.
See participation, contributions, employee engagement, education, advisor activity and measurable progress in one place. Replace the annual pension review with continuous visibility.
Your contribution went up. Here's what that means for your retirement income in plain English.
The right pension education. At the right time.
Employees shouldn't need to become pension experts. SwissPensionOS identifies when something matters and delivers clear, relevant education in plain English — no endless content library, just what matters now.
Sits above the Swiss pension system
Employers don't need to replace their pension fund. Advisors don't need to give up existing relationships. SwissPensionOS reads the data and surfaces the intelligence.
Make invisible advisor work visible.
Every real-time opportunity becomes a tracked, measurable outcome — so the work advisors already do finally shows up in the numbers.
See SwissPensionOS in action
Book a walkthrough tailored to your book of Swiss employer clients. We'll show you the opportunities the engine would surface in your own data.
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