CRM
Client dossiers and history come from your CRM; protocols and open items flow back.
Built for Swiss Financial & Insurance Advisors
You advise,we take care ofopen items
From the client dossier to the last open item – 100% in Switzerland.
Trusted by clients and partners
- Baeriswyl Beratungen
What Voxena takes on
Everything around your advisory conversation
From the AI briefing before the meeting to the follow-up e-mail after it: Voxena handles the administrative half of your advisory work – you run the conversation.
Meetings
- AI briefing with client history and open items, ready before you enter the room.
- Transcription with speaker recognition, including Swiss German.
- Structured protocol with action items, done before you close your laptop.
Recording
- Record in-person meetings straight from your laptop or phone, no extra setup.
- In Microsoft Teams, the Voxena bot joins automatically and takes the minutes.
- Transcription with speaker recognition after the meeting, including Swiss German.
Tasks
- Action items and follow-ups are automatically extracted from every conversation.
- Every task stays linked to the client and the moment in the conversation.
- Ownership (advisor / client) and deadlines: nothing gets forgotten again.
Ask Voxena
- Your memory across every conversation, protocol, and document.
- Every answer with a source: you see which meeting it came from.
- Ask in plain language – about commitments, open items, or where a file stands.
Integrations
Voxena fits into your setup
'%3e%3cstop%20offset='0'%20stop-color='%235a62c3'/%3e%3cstop%20offset='.5'%20stop-color='%234d55bd'/%3e%3cstop%20offset='1'%20stop-color='%233940ab'/%3e%3c/linearGradient%3e%3cpath%20fill='url(%23a)'%20d='M95.01,466.5h950.312c52.473,0,95.01,42.538,95.01,95.01v950.312c0,52.473-42.538,95.01-95.01,95.01%20H95.01c-52.473,0-95.01-42.538-95.01-95.01V561.51C0,509.038,42.538,466.5,95.01,466.5z'/%3e%3cpath%20fill='%23FFF'%20d='M820.211,828.193H630.241v517.297H509.211V828.193H320.123V727.844h500.088V828.193z'/%3e%3c/svg%3e "Microsoft Teams")
Calendar & meetings
Appointments come from Outlook. In Microsoft Teams the Voxena bot joins automatically and takes the minutes.
%20--%3e%3csvg%20version='1.1'%20id='Livello_1'%20xmlns='http://www.w3.org/2000/svg'%20xmlns:xlink='http://www.w3.org/1999/xlink'%20x='0px'%20y='0px'%20viewBox='0%200%20200%20200'%20enable-background='new%200%200%20200%20200'%20xml:space='preserve'%3e%3cg%3e%3cg%20transform='translate(3.75%203.75)'%3e%3cpath%20fill='%23FFFFFF'%20d='M148.882,43.618l-47.368-5.263l-57.895,5.263L38.355,96.25l5.263,52.632l52.632,6.579l52.632-6.579%20l5.263-53.947L148.882,43.618z'/%3e%3cpath%20fill='%231A73E8'%20d='M65.211,125.276c-3.934-2.658-6.658-6.539-8.145-11.671l9.132-3.763c0.829,3.158,2.276,5.605,4.342,7.342%20c2.053,1.737,4.553,2.592,7.474,2.592c2.987,0,5.553-0.908,7.697-2.724s3.224-4.132,3.224-6.934c0-2.868-1.132-5.211-3.395-7.026%20s-5.105-2.724-8.5-2.724h-5.276v-9.039H76.5c2.921,0,5.382-0.789,7.382-2.368c2-1.579,3-3.737,3-6.487%20c0-2.447-0.895-4.395-2.684-5.855s-4.053-2.197-6.803-2.197c-2.684,0-4.816,0.711-6.395,2.145s-2.724,3.197-3.447,5.276%20l-9.039-3.763c1.197-3.395,3.395-6.395,6.618-8.987c3.224-2.592,7.342-3.895,12.342-3.895c3.697,0,7.026,0.711,9.974,2.145%20c2.947,1.434,5.263,3.421,6.934,5.947c1.671,2.539,2.5,5.382,2.5,8.539c0,3.224-0.776,5.947-2.329,8.184%20c-1.553,2.237-3.461,3.947-5.724,5.145v0.539c2.987,1.25,5.421,3.158,7.342,5.724c1.908,2.566,2.868,5.632,2.868,9.211%20s-0.908,6.776-2.724,9.579c-1.816,2.803-4.329,5.013-7.513,6.618c-3.197,1.605-6.789,2.421-10.776,2.421%20C73.408,129.263,69.145,127.934,65.211,125.276z'/%3e%3cpath%20fill='%231A73E8'%20d='M121.25,79.961l-9.974,7.25l-5.013-7.605l17.987-12.974h6.895v61.197h-9.895L121.25,79.961z'/%3e%3cpath%20fill='%23EA4335'%20d='M148.882,196.25l47.368-47.368l-23.684-10.526l-23.684,10.526l-10.526,23.684L148.882,196.25z'/%3e%3cpath%20fill='%2334A853'%20d='M33.092,172.566l10.526,23.684h105.263v-47.368H43.618L33.092,172.566z'/%3e%3cpath%20fill='%234285F4'%20d='M12.039-3.75C3.316-3.75-3.75,3.316-3.75,12.039v136.842l23.684,10.526l23.684-10.526V43.618h105.263%20l10.526-23.684L148.882-3.75H12.039z'/%3e%3cpath%20fill='%23188038'%20d='M-3.75,148.882v31.579c0,8.724,7.066,15.789,15.789,15.789h31.579v-47.368H-3.75z'/%3e%3cpath%20fill='%23FBBC04'%20d='M148.882,43.618v105.263h47.368V43.618l-23.684-10.526L148.882,43.618z'/%3e%3cpath%20fill='%231967D2'%20d='M196.25,43.618V12.039c0-8.724-7.066-15.789-15.789-15.789h-31.579v47.368H196.25z'/%3e%3c/g%3e%3c/g%3e%3c/svg%3e "Google Calendar")
Other systems
In progressWe are continuously connecting new tools. Tell us which one you need and we will get back to you.
Your CRM stays in charge, Voxena keeps it current
Your CRM
Voxena- Client dossiers and history are imported automatically and kept up to date.
- Protocols, tasks, and follow-ups flow straight back into the client dossier.
Time saved
What Voxena gives back
Run it with your own numbers.
Security
Privacy as a foundation
Swiss data centers
No data leaves Switzerland
Zero-training guarantee
Your data never trains AI models, contractually guaranteed
AES-256 & TLS 1.3
revDSG & GDPR compliant · on-premise option
References
“As an insurance and financial advisor, I live from good conversations. Voxena captures everything important, so I can focus on the person in front of me while nothing gets lost. A real relief in day-to-day advisory work.”
“With Voxena, I can give the person in front of me my full attention. Because there is no more taking notes by hand or on the computer, conversations are more relaxed and we can go into topics in much greater depth. At the same time, the essentials are reliably captured – for me, a real support in day-to-day advisory work.”
About us
So advisory can be advisory again
We experienced first-hand how administration keeps advisors from what they love: being there for their clients. Voxena is our answer: so you can focus on your clients, not the paperwork. We treat FIDLEG and revDSG as a benchmark, not a hurdle.
FAQ
Frequently asked questions
Your calling is advisory, not administration.
Set up in minutes. Start with your next meeting.
Step 1 of 3