Banks rarely open the door. For 3rd-eyes, it did 21 times.
3rd-eyes analytics builds software for investment advice and wealth planning. Akquire wrote to 680 decision-makers in Swiss and German banks for them. In 90 days, 90 replies came in, and 21 people from executive management wanted to know more.
- 680decision-makers in banks contacted
- 13,24 %received 90 replies
- 21C-level leads from executive management
- 90days since the first e-mail
29 May 2025
Two days after the first e-mail, the first bank replied and asked for a meeting. A week later, 3rd-eyes said: now Germany too.
Four chapters. One campaign in two countries.
- 01Target group680 people from bank executive management, 488 in Germany and 192 in Switzerland
- 02emailsFour steps on behalf of 3rd-eyes, two versions of the first e-mail tested
- 03Result90 replies, 21 leads from executive management, all in the live campaign view
- 04WebsiteAnyone who writes back from a bank checks the website first. We built that too.
Audience.
Not the bank. The people who decide there.
For you If you sell software to banks, you do not need a long list. You need the right 680 names.
Two countries. Two campaigns.
CEOs, CFOs and COOs from private banks, savings banks, cooperative banks and asset managers. Switzerland started on 27 May 2025, Germany on 12 June. Both campaigns were in German, sent from own domains in the name of 3rd-eyes.
Decision-makers contacted, with 1'700 e-mails
67 replies13,73 % response rate15 leads
Decision-makers, with 708 e-mails
23 replies6 leads
- CEO
- CFO
- COO
- Private banks
- Savings banks
- Co-operative banks
- Wealth managers
Field widths in relation to the contacts. Figures from the campaign view in 
Smartlead.
Emails.
Role first, then proof from your own industry.
For you Your best customer case belongs in the first email, not on page three of the presentation.
Four steps. Tested, not guessed.
Each bank received up to four emails: the first on day zero, a video three days later, the customer case study of a 3rd-eyes client three days after that, and finally a prototype to test. For the first email, two versions ran against each other. 3rd-eyes approved every line before it went out.
From Marc Mettler, Head Business Development, 3rd-eyes analyticsAI for complete client asset data
{{Gender}} {{last_name}}
Als {{Title}} bei {{company_name}} wissen Sie, wie wichtig es ist, die vollständige Vermögenssituation Ihrer Kunden zu kennen, um Neugeld zu generieren. Unsere KI-gestützte Wealth-Management-Plattform hilft Ihnen:
- Kunden zu motivieren, alle Vermögenswerte offenzulegen
- Interaktive Finanzplanung mit KI zwecks Upselling anzubieten
- Financial Health Checks für neue Beratungschancen durchzuführen
Unsere Lösung hat das 17%-AuM-Wachstum bei der Quirin Privatbank signifikant unterstützt, dies sowohl im Abschöpfen des Potentials bestehender Kunden, als auch in der Generierung von Neukunden (30 Termine innerhalb des ersten Monats).
Wie wäre es mit einem 15-minütigen Gespräch, um konkrete Ansätze für Ihr Wachstum zu identifizieren?
New client acquisition case study Quirin Privatbank
{{Gender}} {{last_name}}
Ich möchte Ihnen eine Fallstudie von Quirin Privatbank präsentieren, die zeigt, wie unsere Plattform zu höheren Wachstumsraten geführt hat:
- Das verwaltete Vermögen durch neuartige Beratung 2024 um 17% gesteigert hat
- 30 Termine mit Interessenten in den ersten 6 Wochen nach Go-Live generiert hat
Wäre ein 15-minütiger Austausch diese oder nächste Woche grundsätzlich für Sie passend?
Original emails, placeholders marked. Quirin Privatbank is a client of 3rd-eyes and listed as a reference on 3rd-eyes.com. Evaluation by step and version from Smartlead.
Result.
680 people. Each one is a member of a management team.
For you At Akquire, a lead means a positive response from a verified decision-maker in your target customer profile. No opens, no clicks.
680 decision-makers.
Contacted in banks in Germany and Switzerland, each point a person.
90 responded.
13,24 % of all contacted. In Switzerland, 26,09 % of replies were positive.
21 wanted to talk.
C-level leads from management teams, within 90 days from the first email.
This is what it looks like in the campaign. Not recreated.
3rd-eyes campaign view
Smartlead. Opens are deliberately not tracked: the emails go out as plain text, without tracking pixels. Scroll sideways on your phone.| Campaign | Contacts | emails | Responses | Leads |
|---|---|---|---|---|
| Germanyfrom 12 June 2025 | 488 | 1'700 | 67 | 15 |
| Switzerlandfrom 27 May 2025 | 192 | 708 | 23 | 6 |
| Together | 680 | 2'408 | 90 | 21 |
40 banks replied. Personally, not automatically.
From the executive management of 40 institutions in Switzerland and Germany, we received a reply from a person, not an out-of-office message. 10 of them wanted to know more. The names remain confidential.
- 15Savings banks
- 6Private banks and asset managers
- 5Cantonal banks
- 5Regional and co-operative banks
- 4Large and state banks
- 3Financial service providers and insurers
- 2Neobanks
- 10wanted to know more
Website.
Anyone who replies from a bank first checks the website.
For you The best e-mail loses if the link behind it does not convince. At 3rd-eyes, both came from us.
More about web designThe eye. In German and English.
Before Akquire wrote the first e-mail, we redesigned and built the 3rd-eyes analytics website: design in 
Figma, implemented in 
WordPress with 
Elementor, live since 24 February 2025. In May 2025, four landing pages were added, and in January 2026 a form for the webinar was added, sending directly to 
Zoho CRM.
#2196F3Primary colour#FFCA28Secondary colour, here the colour of the leads#18163FBase colourFrom website to campaign.
Design of the new website in Figma: homepage, solutions for advisers and private clients, Jarvis AI, Risk Engine, about us.
The new website is online, in German and English.
Four new landing pages on 3rd-eyes.com.
Start with Akquire: target customer profile for banks, copy, sender.
The Switzerland campaign goes out.
Two days later, the first bank replies and asks for a meeting.
Once the texts are approved, Germany goes live.
Invitations to banks in Germany and Switzerland for the webinar «Wachstumsmaschine Private Banking» with Quirin Privatbank, registrations via the new form.
Marc Mettler about Akquire
«…and already the expectations are high… let's see…»
«The aim must be to get more appointments, just like with outreach.»
Marc Mettler Head of Business Development, 3rd-eyes analytics
Your management teams. Your proof in the subject line.
You build software, data or consulting for banks, insurers or asset managers? Tell us which management teams you want to reach. For the strategy meeting, we will bring an initial target group and a sample email.
- Only decision-makersCEO, CFO, COO and department heads, checked before sending.
- In your nameFrom your own domains, as plain text. You approve every email.
- Show first, pay laterFree sample with 50 decision-makers from your target customer profile, before you pay anything.
10Weitere Akquire-Fallstudien
Andere Märkte, dieselbe Methode.
Banken, Praxen, Spitäler, Medizintechnik, Personalberatung, Medien und Software. Ein Klick auf ein Logo öffnet die ganze Kampagne.
