The bank has set its strategy for the years 2026 to 2029. According to a press release issued on Thursday, the strategy focuses on four key directions: enhancing sales and service excellence, further developing wealth management and investment advisory expertise, advancing balance sheet management, and strengthening leadership and future competencies among employees.

«We have significantly sharpened our profile in recent years and successfully positioned ourselves in the Swiss market,» said CEO Samuel Meyer. «With our unique business model and consistent focus on the needs of our clients, we intend to continue our profitable growth during the new strategy period.»

Clear Offering and Goal-Based Advisory

Bank Cler provides a simple, easy-to-understand product offering along with goal-based advisory services designed to help clients achieve their individual objectives. Its business model, combining the Zak neobanking app with physical branches across all language regions, is unique in Switzerland.

The bank will also remain true to its core identity: «Every day we create financial clarity – through straightforward advice and smart solutions.»

Strengthening Sales and Customer Relationships

To reinforce sales, the bank aims to further enhance excellence in customer relations by optimizing core client processes and expanding relationship management, including the customer panel. User-friendly banking solutions combined with high-quality advisory services are intended to boost customer satisfaction and increase product penetration. The goal is for Bank Cler to establish itself more frequently as clients’ primary bank.

By the end of 2029, the bank seeks to achieve an above-average market position with regard to leadership and future skills. The focus will be on dialogue capabilities, willingness to embrace change, and developing employees in the area of future key qualifications.