5 minutes
Over 80% of CLARK advisors complete a comprehensive analysis with their customers in less than 5 minutes
100
100 structured data points per household for a full financial overview
Significant time savings while improving quality, consistency, and documentation of advisory conversations
The challenge
How can CLARK help clients quickly and clearly understand their current pension status and insurance coverage, while ensuring that all data and calculations remain consistent and up to date? Always with the goal in mind of providing the best insurance solutions for customers.
How vlot is used
With vlot, CLARK gains a scalable digital analysis engine that allows their advisors to guide customers efficiently through a comprehensive assessment of their financial wellbeing. A key advantage for CLARK is the seamless integration between vlot and their CRM (Salesforce): existing customer data is pre-filled into the analysis and results are stored securely - enabling advisors to make adjustments later and to fully document the advisory process. Thanks to vlot's white-label capability, the analysis experience is fully aligned with the CLARK brand. Customers perceive the solution as part of CLARK's own offering, strengthening trust and allowing them to focus on what matters: the quality and insights of the analysis itself.
The results
«vlot enables us to seamlessly integrate an essential analysis of our clients' financial and pension situation into our advisory process. This allows us to fulfill our responsibility to deliver the best possible support for their financial wellbeing and protection, particularly in the context of our tax advisory services.»
CLARK Switzerland AG
More case studies
«vlot has completely changed the way we work with clients. What used to take hours can now be done in minutes — with far more precision. The platform helps us identify real gaps in coverage and retirement planning, making every conversation relevant and value-adding. It's not just a digital tool»Go to case
«vlot supported the implementation of a state-of-the-art digital omnichannel solution, enabling customers to engage through the most suitable channels while enhancing the efficiency of the advisory experience through advanced digital capabilities. Moreover, they are a highly professional and enjoyable team to collaborate with.»Go to case
«vlot enabled us to put financial wellbeing directly into the hands of our members. The intuitive self-service tools not only increased engagement but also gave us valuable, structured insights to better support our clients. It’s a key step in our digital transformation journey—smart, scalable, and fully aligned with our mission as a pension provider.»Go to case
«For the first time, vlot's pension dashboard enables insured persons to generate a clear and comprehensive overview of all pension pillars for themselves and their entire family – including recommendations for action! This is an important step toward empowering insured persons.»Go to case