Why?
How PreviAI came about — in four chapters.
About us · Mission & vision
We’re bringing brokerage into the digital age.
With the broker at the centre: PreviAI is built in Switzerland by people who know both sides of the advisory table — combined with AI expertise. So people can focus on people again.
Our vision
An industry where every independent broker gives clients the experience only big corporates can afford today — seamlessly digital, every figure evidenced, and still personal. Here is how we innovate:
AutomationAI for the busywork
Reading, extracting, calculating, documenting — machine work becomes machine business, source-linked and reviewable.
Your brandThe broker as the brand
Client app, secure chat, e-signature — the digital experience carries your name, not ours.
TrustTrust as the default
Every recommendation with a source, every file versioned, every boundary clearly named — innovation that convinces supervisors and clients.
We handled the cases ourselves.
Years in pension and insurance advice — we know both sides of the table. Clients want their life understood, not a product explained. And we know how an advisory evening feels when admin eats exactly that time.
Your clients live digitally. The industry works analog.
The same people who open an account in minutes and track every order live experience email attachments and weeks of silence in financial advice. Not because brokers wanted it that way — the industry’s tools stood still.
Other industries showed the way.
Revolut showed that banking works entirely from a phone. Wefox and the insurtech wave digitized policies and processes. Both times the rule held: whoever makes the experience seamless wins the relationship. Brokerage is the next industry to make that leap.
Now we close the technology gap.
Industry experience combined with AI expertise: a seamless digital experience from the first step to signature — without media breaks. Machines take over reading, calculating and documenting. People focus on people and relationships.
«The best technology in advice is the kind you don’t feel in the conversation — because it already did the work.»
Our benchmark for every feature
Our principles
What we hold ourselves to
Three commitments that decide every product call we make.
The broker stays the adviser.
We don’t sell policies, conclude contracts or take commission. PreviAI is software — the advice is yours.
Figures must be reviewable.
Deterministic calculations, visible sources, versioned files. No AI suggestion without a label, no figure without provenance.
Swiss market, Swiss language.
3 pillars, BVG, WEF — the concepts of the real job are native here, in German, French, Italian and English.
Let’s talk about your advisory process.
Write to us at hallo@previai.ch or request a demo directly.