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Buy 3rd Pillar Leads
Qualified & Exclusive.
Connect your firm with future pillar 3a contributors and holders looking to optimize or transfer their 3rd pillar. Qualified prospects with pre-validated annual savings capacity.
3rd pillar pension in Switzerland: an ultra-competitive market.
With the growing complexity of savings solutions and tax pressure, Swiss working adults are actively seeking to optimize their 3rd pillar to maximize their retirement and deductions.
Preparing for retirement with a 3rd pillar is a major decision: individuals compare returns, simulate their tax deductions, and demand responsiveness. This is where traditional prospecting runs out of steam: the prospect wants to be advised at the exact moment they express their need.
By buying 3rd pillar leads qualified, you guarantee your brokerage firm a steady flow of cases (Pillar 3a opening or Transfer / Optimization), with the certainty of dealing with people who have already validated the size of their 3a capital.
What a lead contains
- Project type Pillar 3a opening / Transfer / Optimization
- Monthly contribution > 100 CHF/month
- Planned monthly contribution. Yes (e.g., 200 CHF/month)
- Annual income Validated
- Canton of residence Vaud
A strict qualification funnel
The 3rd pillar sector demands solid cases. We filter intent through smart calculators and targeted advertising.
Google Ads (Intent)
Capturing the direct intent of users searching for transactional keywords such as "best 3rd pillar 3a", "3rd pillar return comparison" or "3a tax optimization".
Meta Ads
Demand generation through targeted advertising: retirement savings, 3a tax optimization, and early withdrawal for home ownership.
3a qualification questionnaire (Calculator)
The prospect goes through an interactive tool (a calculator) ensuring they have thought about their savings capacity and pension plan.
Two types of prospects for your firm
We don't send you mere "window-shoppers". Each contact corresponds to a specific stage of the 3rd pillar pension cycle in Switzerland.
3rd Pillar Transfer / Optimization
Current pillar 3a contributors looking to transfer their 3rd pillar to a new provider (bank ↔ insurance) or optimize their payments to maximize the annual tax deduction of CHF 7,258.
- Current 3a provider identified
- 3a capital already accumulated
- Willingness to optimize returns and taxation
3rd Pillar Opening
New contributors — young professionals, self-employed, or employees without a 3rd pillar — looking to open a 3a account to benefit from the tax deduction and prepare for retirement.
- Working age (25-55 years)
- Confirmed taxable income
- No existing 3rd pillar
Connected directly to your work tools.
In pension planning, speed makes the difference: the first advisor to contact the prospect wins the mandate in 78% of cases. Stop wasting time with manual exports. We automate the delivery of every 3rd pillar lead in real time.
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Instant Google Sheets Export A live-updated spreadsheet, ideal for your phoning or level 1 qualification teams.
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Connection to your CRM via Webhook, Zapier or Make
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Email notification with the 3a project data
What pension advisors say
They chose to structure their client acquisition with us.
"The filter on 3a savings capacity is a huge time-saver. Before, I spent my days turning down unviable cases. Now, we talk directly about returns and tax optimization."
"We integrated these leads to complement our network of pension brokers. The volume is steady, and the quality of appointments allowed us to increase the agency's revenue by 35% this year."
"What I appreciate is the transparency. If they can't deliver in a specific canton in a given month, they say so. A true partner for our growth in German- and French-speaking Switzerland."
Estimate your 3a volume.
The Cost Per Lead (CPL) in the 3rd pillar sector varies greatly depending on your criteria: targeted cantons, Opening vs Transfer/Optimization, filters on accumulated 3a capital.
- Define your target budget
- Our team analyzes the market (search rates)
- You receive a precise projection (Volume/CPL)
We answer your questions
Everything you need to know about our 3rd pillar leads.
Ready to grow your 3rd pillar portfolio?
Schedule a strategy call