The core activity of Confederia is to offer an online platform that enables customers to find and evaluate qualified and trustworthy advisors in the fields of finance, real estate and insurance. The platform aims to promote transparency and accessibility in financial consulting and provide customers with the opportunity to find the perfect consulting and the right advisor for their individual needs.
AI-generated
Offering
Products & services
Industry:Web Portals & Platform Companies
✓ Offered5
Advisor search
Financial advisor comparison for Switzerland and Liechtenstein, with search by postcode, needs and languages, as well as ratings, recommendations and comparison functions.
Advisor profiles and reviews
Personal advisor profile, verify customer reviews, comment on reviews and handle critical reviews with a delay before publication.
Company profile for advisor teams
Public company profile, set up team structures, analyse team-based statistics and manage unlimited employee profiles.
Appointment booking tool
Calenso-based appointment booking for advisors, integrated into the Professional Plan for quick and straightforward appointment scheduling.
Reports and statistics
Data-driven analyses, personal statistics and team-based statistics to support sales and visibility.
Outbound Leads by COHAGA
Looking for direct email addresses and phone numbers?
Leadhub delivers verified contact details and decision-makers from over 750,000 Swiss companies — management, procurement, marketing, HR.