Financial planning instead of a patchwork quilt. Your employees juggle individual decisions on pensions, taxes and finances on a daily basis - without a common thread. The result: a patchwork quilt, stress and uncertainty. Caveo creates clarity: we bring structure to your employees' finances and accompany them digitally and personally through all phases of their lives.
of employees say that financial worries are their biggest source of stress.
Concern in Switzerland: rising costs in everyday life (e.g. health insurance premiums).
Concern: old-age provision and the question of whether you will have enough in old age.
Instead of planning in good time, many juggle with individual decisions - and end up in a patchwork without structure. This is exactly where Caveo comes in.
Our financial planners provide your employees with independent and structured support - in everyday life, when making major life decisions and for long-term retirement planning
Workshops, training courses and content directly in the app - easy to understand and practical. This makes financial education part of everyday working life.
The Caveo app bundles everything in one place: from analyses and recommendations for action to clear measures. No more Excel chaos and individual decisions - instead, transparency and clarity.
Financial Wellbeing means exchange: your employees benefit from webinars, best practices and a community that motivates and inspires.
Offer more than just coffee and a gym subscription. With Caveo, you can add a topic that really matters to your benefits program: financial health. This shows that you take the needs of your employees seriously.
Caveo is plug & play. There are no IT costs and no additional expenses for your company - and the offer can even be cost-neutral for you thanks to brokerage fees.
Financial worries are the biggest stress factor for your employees. If you provide support here, you will clearly stand out from the competition and attract top talent more easily - and keep them too.
Instead of a patchwork of tips and individual decisions, we offer structure. Your employees have access to independent financial planning, digitally supported by the Caveo app - anytime, anywhere.
Those who have clarity in their finances are more relaxed and motivated. Financial wellbeing increases the satisfaction of your employees and has a direct positive impact on productivity and loyalty.
Companies with financial wellbeing are seen as modern, responsible and future-oriented. With Caveo, you position yourself as an attractive employer and set a strong example for employee welfare.
Caveo combines sound financial planning with modern technology. Our approach: no conflicts of interest, no sales agenda - but clarity, transparency and scientifically sound recommendations.