vlot

Our clients

Building the future of financial wellbeing —together

Our clients think ahead: transforming financial data into actionable decisions — driving sustainable financial wellbeing.

Insurance providers & banks

Insurers

Boost advisory value with embedded financial wellbeing solutions.

→ Offer risk and retirement clarity your customers actually understand — seamlessly integrated into your digital journey.

Insurance brokers

Upgrade client advice with smart, scalable tools.

→ Win client trust with data-backed insights that simplify risk and retirement planning and discover coverage gaps.

Banks

Make financial wellbeing part of your everyday banking.

→ Add value beyond transactions — engage customers with personalized, risk-aware tools that drive loyalty.

Pension providers & employers

Pension funds

Simplify retirement decisions.

→ Deliver intuitive, compliant planning tools that provide additional beneficiary value and boost engangement.

Corporates

Empower your workforce to act on their future.

→ Equip employees with clear, self-service tools that reduce uncertainty and build financial confidence.

Enablers & innovators

Software providers

Make your platform future-proof.

→ Integrate advanced pension & wellbeing modules that increase stickiness, satisfaction, and time-to-market.

Fintechs

Stand out with real-time financial wellbeing analytics.

→ Embed our analytics solutions to boost engagement, unlock new features, and stand out in a crowded market.

Explore our integration options

Our offering

Our platform & services

A modular SaaS platform combined with expert advisory services that delivers end-to-end financial wellbeing solutions — tailored, integrated, data-driven, and always up-to-date with the most current regulation.

Platform

White-label SaaS platform

Data & lead generation

AI-ready data packages

Learn more

Services

Consulting

Customization & integration

Roll-out & trainings

Success stories

From proof of concept
to full-scale rollout

«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»
Thomas Seubert / CEO
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.»
Jan Mous / Product manager
Go to case
«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
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.»
Jan Mous / Product manager
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.»
Hans-Jörg Scheitlin / President of bvg-digital
Go to case

Let's team up

Do you want to bepart of the vlot family?

We are always looking for great people who share our spirit. If you are interested in joining our team, take a look at our open positions, or simply write us an email atcontact@vlot.ch.

Open positions