Caveo Corporate

The new generation of corporate brokers forSwiss SMEs.

We are more than just a broker.
Caveo Corporate provides Swiss SMEs with holistic support: from pension and insurance planning to implementation using state-of-the-art technology. We combine traditional protection with modern concepts for financial wellbeing so that your employees also benefit in the long term.Unser Ziel: weniger Komplexität, mehr Klarheit – damit Sie sich voll auf Ihr Kerngeschäft konzentrieren können.
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Why do we need Caveo Corporate?

Viele KMU arbeiten heute mit klassischen Brokern zusammen. Diese verwalten Verträge – mehr nicht. Das Problem: Führungskräfte und HR sehen den Wald vor lauter Bäumen nicht.

CFOs and CEOs underestimate the possibilities, pension provision as a financial vehicle for the company and employees is not used optimally.
HR departments are overloaded with questions about benefits, health insurance and pensions.
Insurance and risks are scattered across different providers - without transparency.
Die Folge: zu hohe Kosten, komplizierte Strukturen, unzufriedene Mitarbeitende.

The solution: Caveo Corporate.

Wir sind die neue Generation von Firmenbrokern für Schweizer KMU.

Financial planner DNA
We think of pensions, insurance and benefits as part of the overall strategy.
Swiss Made technology
Our SME dashboard and employee app bring transparency and financial wellbeing.
Plug & Play
Immediately ready for use, without IT effort for your company.
HR relief
We take on the role of in-house financial planner for your employees.

Our specialist areas - everything from a single source.

Unser Ansatz: Riskmanagement statt Policenverwaltung.

Occupational benefits

Strategic financial vehicle for company & employees.

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Staff insurance

Security in the event of illness and accident.

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Property insurance

Protection for operations & infrastructure.

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Liability solutions

Company, profession, directors' and officers' liability.

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Asset insurance

Protection for assets & cyber risks.

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Expat solutions

International employees securely integrated.

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Your advantages with Caveo Corporate

PERSONAL

A fixed contact person and a team of certified financial planners & insurance professionals - supplemented by specialists in the background.

SAFETY

Independent advice and structured planning for pensions, insurance and financial wellbeing.

SELECTION

Broad access to proven partners and market-leading solutions.

SAVINGS POTENTIAL

Optimized conditions thanks to a strong negotiating position and smart technology.

OVERVIEW

All contracts and measures bundled digitally - transparent and up-to-date at all times.

FINANCIAL WELLBEING

Added value for companies and employees through modern benefits and pension solutions.

Technology as an unfair advantage

SME dashboard

Full overview of provision, insurance & risks.

Employee app

Financial Wellbeing & Benefits directly for the workforce.

Swiss Made Software

Developed in Switzerland, secure and scalable.

Technology

Our consulting approach

1
Understand
Your company, your culture, your goals.
2
Check
Analysis of your pension and insurance solutions.
3
Release
Development of a customized concept.
4
Accompany
Annual reviews, optimizations, negotiations.

Compensation model - transparent & fair.

Two models - this is how Caveo is compensated.

Caveo Newsletter.

Monthly. Relevance instead of noise.

Receive clear tips, insights and updates once a month to help you make better financial decisions.

Caveo Corporate.

Die neue Generation von Firmenbrokern für Schweizer KMU.

Arrange an initial consultation now
Caveo Corporate - Business Broker for Swiss SMEs | Insurance & Pension