Wealth-management SaaS
Zurich wealth-tech 5.2× qualified meetings with jurisdiction-aware outbound
A Swiss wealth-management platform tried two generic DACH agencies before partnering with Teleroids on a FINMA-aware outbound motion. Qualified meetings rose 5.2× within a single quarter.
Cumulative qualified meetings (DACH+LI)
Prior vendor vs Teleroids engagement.
Source: Client internal reporting, Q4 2025 and Q1 2026.
Challenge
The client's inbound funnel drew the wrong personas (analyst-level, not relationship-manager-level). Two prior DACH outbound agencies couldn't navigate the CH/LI regulatory split — FINMA-compliant recording, jurisdiction-aware scripts, and recorded-call retention. Senior relationship managers simply wouldn't engage.
Solution
Teleroids assigned two senior reps with prior wealth-tech experience, each trained per-jurisdiction. Scripts were audited by the client's compliance counsel separately for CH (FINMA), LI (FMA), and DE (BaFin) contexts. Call recording routed through a Zurich-hosted FINMA-compliant layer with 7-year retention.
Results
First qualified meeting day 11. 34 meetings held over Q1 2026 with senior decision-makers (vs. 6 in the prior quarter under the previous vendor). Pipeline CHF 2.1M weighted. Contract extended to include Singapore regional expansion.
How it unfolded
- Week 0Contract signed
- Week 1ICP + script sign-off per jurisdiction
- Week 2First dials, first meetingDay 11.
- Week 4Cadence optimizedA/B on hooks by country.
- Week 1234 meetings deliveredRenewal + Singapore signed.
What they ran on
“Teleroids was the first partner who didn't treat FinServ like SaaS. They knew FINMA before we told them.”
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