How We Secured 21 C-Level Qualified Leads
from Swiss & German Banking Executives
13.24% reply rate • 26.09% positive rate (CH) • 90-day campaign • Wealth management platform
C-Level Qualified Leads
Reply Rate
Positive Rate (CH)
Days
The Challenge: Breaking Into Swiss & German Banking
How do you reach the most guarded decision-makers in one of the world's most regulated industries?
When 3rd-eyes analytics AG approached us, they faced a formidable challenge: penetrating the notoriously closed Swiss and German banking sectors. Their AI-powered wealth management platform had the technology to transform how banks deliver portfolio transparency—but technology alone wasn't enough.
The banking industry operates behind layers of gatekeepers, FINMA compliance requirements, and institutional inertia. C-level executives at Raiffeisen, Vontobel, and Sparkasse institutions don't respond to generic outreach. They need proof, relevance, and regulatory credibility—all delivered in the first message.
The Situation
Who is 3rd-eyes analytics AG?
3rd-eyes analytics AG is a wealth management platform that provides AI-powered financial health checks and portfolio transparency solutions for banks and wealth managers in Switzerland and Germany.
Pain Points
- •Difficulty reaching C-level decision makers at traditional banks
- •Complex regulatory environment (FINMA compliance)
- •Banking sector consolidation creating urgency for digital transformation
- •Need to demonstrate client asset transparency and AuM growth potential
- •Breaking into blue-chip institutions (Raiffeisen, Vontobel, Sparkasse)
Dual-Geography C-Level Targeting
We deployed separate campaigns tailored to Swiss and German banking cultures, with messaging around digital transformation and regulatory compliance
Germany (3rd-eyes-DE)
Targeted German private banks, Sparkassen, and Volksbanken with messaging around client asset transparency and AuM growth
Switzerland (3rd-eyes-CH)
Targeted Swiss private banks and wealth managers with focus on regulatory compliance (FINMA) and client trust-building
The Transformation
Before the Campaign
3rd-eyes was invisible to Swiss and German banking executives
After 90 Days
Active dialogues with Raiffeisen, Vontobel, and Sparkasse Heidelberg
Blue-Chip Banking Wins
From cold outreach to signed contracts with three of the most prestigious banking institutions in the DACH region
Raiffeisen
Leading Swiss banking group
Vontobel
International private bank
Sparkasse Heidelberg
Leading German savings bank
The Takeaway
Geography-specific messaging works: Swiss campaigns emphasized regulatory compliance and trust, while German campaigns focused on AuM growth and portfolio transparency
C-level targeting requires precision: Banking executives respond to industry-specific examples and peer success stories
Quality over quantity in financial services: 21 C-level SQLs from blue-chip institutions is worth more than 100 lower-tier leads
Timing matters: Banking sector consolidation signals created perfect timing for digital transformation messaging
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