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© 2026 cohaga AG · All Rights Reserved · St. Gallen, Switzerland · Imprint744,962 companies indexed · Last updated: today
DirectoryFinance & InsuranceFiduciary OfficesDübendorfSedona AG
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Sedona AG

Summary

About the company

The core activity of Sedona AG is the provision of services for financial intermediaries, in particular tied and non-tied financial intermediaries. These services include, among others: customer management and care, administrative and sales support, partner contracts and management, training and further education, back-office and sales support, IT support and services, marketing and communication support, claims and damage management, offer and comparison creation, and document dispatch and management. The company offers a wide range of services designed to support financial intermediaries in their daily work and increase their efficiency.

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Products & services

Industry:Fiduciary Offices
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Service platform for financial intermediaries
Service platform for tied and independent financial intermediaries, with consulting, training, administration services, and access to product providers, insurers, and banks.
Backoffice and sales support
Backoffice and sales support with specialist telephone support, bookkeeping, call answering, IT support, and assistance with marketing activities.
Administration
Administration including correspondence, accounting, and preparation of quotations.
Sales support
Sales support with quotations, comparisons, and decision-supporting figures and facts.
Client management
Client management including the tailored development of individual work processes, ready-made solutions, and support in maintaining customer relationships.
Claims and complaint management
Claims and complaint management as the first point of contact for claims notifications and complaints.
Employee training
Training for internal and field sales staff in the insurance industry.
Customer retention management
Customer retention management with the definition and assignment of workflows for customer enquiries, available automatically or on demand.
Customer Relationship Management (CRM)
CRM with intelligent tools for marketing, sales, and customer service functions, as well as support to find, win, and retain customers.
Mandate processing
Partial or complete mandate processing including submission of mandates, filing of contracts, and information regarding contract changes.
Application control and processing processes
Application control and processing processes with reporting according to defined requirements and coordination according to your preferences.
SME service
SME service for setting up the business, with a broad range of services for a faster start.
Reviews

Aggregated rating

Aggregated rating
4
of 5

Aggregated from 4 reviews across all connected sources

Sources
GGoogle44
★TrustpilotSoon
PProvenExpertSoon

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Location

Hier entsteht die Karte
Ueberlandstrasse 103
8600 Dübendorf

At a glance

Legal form
Corporation
UID
CHE-112.820.418
Founded
2006 · 20 years
Last commercial register change
April 6, 2021
Employees
11 to 20

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