Zürich Consulting for Finance, Insurance and Tech Owners

• Banking, insurance and fintech

  The Zurich business pages group banking, insurance and fintech under finance. Independent advisers, small wealth managers, insurance brokers and payment start-ups serve the same clients as the larger institutions and compete on trust and specialist knowledge.

• Software, cyber security and AI

  The tourism office lists information technology, cyber security and artificial intelligence among the city's ecosystems, supported by research institutions and digital infrastructure. Software houses and security firms there are often small and sell project or retainer work.

• Life sciences and medical technology

  Life sciences in Zurich cover pharmaceuticals, biotech, medical technology, precision tools and laboratory services. Medtech suppliers and lab firms typically deal with long approval and sales cycles.

• Machines, electrical work and metal

  The city tourism page describes a mechanical, electrical and metal industry, and the promotion agency lists high-tech and cleantech. Machine builders, metalworking firms and installers form a quiet base of owner-run companies.

• 01Independent advisers and brokers commonly rest on a small circle of long-standing clients, which makes it hard to grow or to hand the firm over.
• 02Fintech and software start-ups often run on funding for a long stretch, so pricing and a repeatable sales process get postponed.
• 03Medtech and lab suppliers frequently wait on lengthy approvals before orders flow, which stretches cash and management attention.
• 04Machine builders and installers commonly struggle to find and keep skilled technicians, and a few key people can hold the whole firm's know-how.

UTC+1 in winter, UTC+2 in summer. The gap from Zürich to India is 4 h 30 min in winter, narrowing to 3 h 30 min in summer.

We book the first call once the scope of the problem is clear, so the conversation starts from your business and not from a calendar.

• Financial services
• Technology
• Healthcare
• Manufacturing
• Professional services

Trades to start from

• Wealth management firms
• Insurance agents and advisers
• Payment and fintech companies
• Cybersecurity companies
• Software development companies
• Medical device manufacturers
• Electrical equipment manufacturers

• Business Audit

  Advisory firms can total revenue per client to see how much hangs on a handful of relationships.

• Business Growth

  Small software and security firms can build a steadier pipeline instead of relying on one referral source.

• Business Process

  Written quality and release steps give medtech and electrical suppliers records that buyers can inspect.

• Business Transformation

  Owner-run machine and metal firms can plan who takes over technical know-how and customer contacts.

1. First call by phone or video, to hear how your business runs and what is stuck.
2. A written scope that says what we will look at, what you will receive and what we need from you, with the fee written in your own currency.
3. Your first sheet: the one page of numbers or decisions that the work starts from.
4. A review rhythm agreed with you, so the work is checked against what actually happened.