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Retirement investment – purely digital

With the digital investment platform 3a, banks win new customers and increase customer satisfaction at the same time. The platform covers the full lifecycle of the investment and your customers – from onboarding, investment strategy and transactions to reporting, all alongside the regulatory guidelines of the 3a pillar.

Full automation

Satisfied, more engaged customers thanks to full automation

Save costs and focus on profit

Relieve your advisors from trivial tasks

Accompany your customer

Accompany your customer on a lifelong retirement investment journey

White-labelled interface

A modern solution fully inte- grated in your portal and in your corporate design

Demand for pension investments is rising​

Interest rates are at a low and interest in profitable pension investments is increasing. Digital-savvy customers are therefore looking for a simple self-service solution for their 3a investment pillar.​ With the digital investment platform 3a, banks win new customers and increase customer satisfaction at the same time.

Efficient and cost-effective ​self-service solution for your customers​

  • Your customers define the risk profile and adjust it as they wish​

  • Reporting and investment assessment available online​

  • 24/7 live investment performance on desktop and smartphone​

  • Digital end-to-end solution with the ability to contact a consultant or advisor when needed

Expand your digital offering​

  • Fully integrated into your banking infrastructure​

  • Automate the entire asset lifecycle – from onboarding to transactions and reporting​

  • Set standards in innovation thanks to the leading digital investment solution 3a

Samuel Scheidegger

Head Banking Innovations & New Markets

Samuel Scheidegger

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