Websites for insurance, fiduciary and financial advisers that people trust.
For insurers and brokers, fiduciary firms, asset managers, financial advisers and FinTechs. Complex products presented clearly, advice two clicks away, neatly aligned with revFADP and in your customers' language. Live in 4 to 6 weeks, then cared for by the same people.
Websites for simply and 3rd-eyes analytics. Insurance and pension provision in four languages, wealth management in two, both live and maintained by us.
simply.ch
3rd-eyes.com
Clients in insurance and finance
Industries
Consulting we have already shown.
For simply and 3rd-eyes analytics: products that need explanation, shown so that customers build trust.
People with names and facesThose who advise, with their name, photo and qualifications. Trust in money and retirement planning starts with a person, not a logo.
Products explained clearlyInsurance, pension planning, mandate or platform: every offer on its own page, in language people can understand without specialist knowledge.
Required information in the right placeIntermediaries state their name, address, whether they act as tied intermediaries, who is liable and how they process data, as required by VAG Art. 45. Advertising for financial instruments must be recognisable as such and state the prospectus and key information document (FIDLEG Art. 68). We build it in as your compliance defines it.
Forms that fitOnly what the consultation needs is asked. Every enquiry lands straight where your team works.
Privacy without gapsPrivacy policy, cookie banner and legal notice compliant with revFADP, kept up to date with Legal Butler for CHF 4.95 per month. Hosted in Switzerland.
In your customers' languageGerman, French, Italian, English: each language built separately, with its own ranking on Google.
Examples: our finance websites
Two websites. Both live.
This is how customers see these sites today. Each site plays through on its own. Step in at any time: scroll, browse, view live.
Why a website for consulting and insurance costs less with us.
For simply, we built the website in four languages and have looked after it ever since. We check every page by hand, and we pass on the savings made possible by modern tools. On average, 38 % below comparable traditional agencies, with more included in the package.
AI only handles the routine work. Decisions are made by people.
A stable team, working together for years. The same people from the first draft through to support.
Twelve years of experience in the field. Experience saves hours, not thoroughness.
«Swiss quality, Swiss data protection, hosting in Switzerland: that stays. What we save through modern processes, we pass on to you.»
SEO and AI visibilityIncluded in the build from the startUsually charged as a separate packageincludedextra
Two ways to more mandates
Website and leads from one hand.
The website wins people who are already searching for advice. Akquire, our outbound prospecting, reaches the decision-makers who are not yet searching. Both come from us.
01
The website
For private clients and companies seeking insurance, a mandate or advice.
Each offer on its own page, found on Google
Book a consultation or calculate a premium, at the top of every page
German, French, Italian, English, each language separately
Privacy policy, cookie banner and legal notice in line with the revFADP, hosted in Switzerland
This is how your website for advisory services and insurance is built.
Four steps, from audit to operation, with legal notices and consents considered from the outset.
Audit · insurance-example.chExample
Mobile load time44
Visibility on Google52
Consultation in 2 clicks35
3 levers identified, quote follows in 48 h
[01]Analysis
Measure first, design second. We check load time, visibility and the path to the advisory meeting and show the three biggest levers.
Audit in 48 hoursFixed priceStructure in 4 languages
Colours
TypefaceAaAa
LanguagesDEFRITEN
[02]Design
Your brand, not a template. Clickable prototype instead of screenshots, so you can see early on how it feels.
Clickable prototypeUnlimited revisionsTexts on request
simply.ch
[03]Implementation
Built properly, hosted in Switzerland. Forms that ask only for what the consultation needs, and deliver every enquiry to where your team works.
Swiss hostedPageSpeed above 90Tested on 10+ device types
Enquiries per month
AppointmentsCalls
[04]Launch
Going live is just the beginning. We measure enquiries, visibility and pace, and adjust it every month.
Report in three numbersUpdates includedOne point of contact
Questions
What financial institutions ask us.
Anything not covered, we answer during the initial consultation. It is free.
What must be included on the website of an insurance intermediary?
After the initial consultation, you receive a fixed quote, on average 38 % below traditional agencies.
How long does it take before the website for our advisory business goes live?
A typical website goes live in 4 to 6 weeks, depending on the scope and how quickly texts, images and approvals are available. Your current website stays online until the new one is approved, and we redirect existing addresses so your Google ranking remains intact.
What must appear on the website of an insurance intermediary?
Under VAG Art. 45, intermediaries must provide information including their name and address, whether they act as tied or untied intermediaries, who is liable for errors and how they process personal data. This information may be standardised and electronic. We give it a fixed, easy-to-find place on the website, just as simply does on the home page.
What applies to advertising for financial instruments on the website?
Advertising for financial instruments must be clearly recognisable as such and point to the prospectus and the key information document, as set out in FIDLEG Art. 68. What applies to your firm is defined by your compliance team. We implement it: notices in the right place, documents to download, pages your team can keep up to date without us.
How do you protect our clients’ data?
We set up the privacy policy, cookie banner and legal notice to match the revFADP and, if you operate in the EU, the GDPR. With Legal Butler the three stay up to date on their own for CHF 4.95 per month. Forms ask only what the consultation needs, and the website is hosted in Switzerland.
In how many languages can we reach our clients?
As many as your customers speak. We built simply in four languages, German, French, Italian and English, 3rd-eyes in two. Each language gets its own addresses and its own texts, so Google finds it separately.
Can clients calculate a premium or book an appointment on the website?
Yes. We integrate premium calculators, quote forms and online appointments you already use, or set up new ones. On simply.ch, «Calculate premium» and «Book consultation» are right at the top of the home page.
Who looks after our advisory website after launch?
The same people who built it. With the dartera Care Plan, we handle updates, backups, testing and monitoring, just as we have done for simply since the start. You have one contact person and one number. What the Care Plan includes is listed under Maintenance and hosting.
You speak with the people who build your website.
A website your clients can trust.
Tell us in two minutes what you advise on or insure. We will get back to you within 24 hours on working days with a proposal, not follow-up questions.
Personal initial consultation
simply.ch
3rd-eyes.com
