Batmed.ch — Partner dossier (insurers and digital-asset savings providers)
Partner dossier — insurers and digital-asset savings providers

Batmed.ch: simple micro-savings, Swiss, and helpful for families

Batmed.ch supports families with end-of-life procedures. The “Serenity Pack” puts people first and, as an option, offers micro-savings in digital assets with very small amounts, operated in Switzerland.

Why this is useful to insurers and digital-asset savings partners

For insurers

  • Lighten families’ burden with clear local information and guided steps.
  • Reduce low-value calls thanks to a readable flow and ready-to-use templates.
  • Strengthen a responsible image on a public-interest service, without sales pressure.

For digital-asset savings partners

  • Access to a family audience thinking about provision, with modest, regular amounts.
  • Light integration: custody and execution handled in Switzerland by an authorised bank; exchange of aggregated, non-identifying information.
  • Either a unified experience within Batmed.ch or a simple redirect to your own onboarding flow.

Swiss architecture and commitments

Principles

  • Custody and execution in Switzerland, by a banking institution supervised by the Swiss Financial Market Supervisory Authority (FINMA).
  • Analysis hosted in Switzerland on local servers, with no transfer of personally identifying information.
  • Compliance with the Federal Act on Data Protection (FADP): explicit consent, data minimisation, limited retention.
  • Transparency: optional savings, deactivatable at any time; educational information with no unrealistic promises.

Flow at a glance

Batmed.ch (button “micro-savings three Swiss francs per month”) → Partner bank page (account opening and standing order) → Bank confirmation → Back to Batmed.ch (aggregated, non-identifying information)

Possible variant: flow where the person keeps their own keys and wallet.

Important: Batmed.ch does not provide investment advice. The savings option is voluntary, in very small steps, and complements traditional provision.

Proposed integration options

Simple affiliation

Batmed.ch presents your programmed-purchase offer. Account opening and payment setup happen with you. On Batmed.ch, only aggregated, non-identifying information is displayed.

Fast to implement No identity sharing

Co-branding

Your brand is visible in the Serenity Pack. The experience remains Batmed.ch, and transactions take place with you in Switzerland.

Seamless experience Educational content

White-label

Your programmed-purchase mechanics are integrated behind the Batmed.ch interface while keeping custody and execution with you.

Unified interface Swiss anchoring

Data management and information exchange

Batmed.ch commitments

  • Hosting in Switzerland, encryption, limited access control.
  • No sharing of personally identifying information with third parties.
  • On Batmed.ch, display of aggregated, non-identifying indicators only.

Weekly exchange (optional)

Aggregated format, with no personal identifiers:

ColumnExampleDescription
week2025-11-03Week start date
accounts_opened42Total accounts opened
standing_orders_total35Total active standing orders
average_monthly_amount3Average monthly amount, in Swiss francs

Ten-business-day integration plan

Days 1–4

  • Agree on the integration mode (affiliation, co-branding, white-label).
  • Approve the flow and the information notices to be displayed.
  • Configure redirect links and account-opening pages with the partner.

Days 5–10

  • Implement the action button on Batmed.ch in the national languages.
  • Activate analysis on Swiss servers, with no personal identifiers.
  • First weekly aggregated table, if desired.
Flexibility: the savings option can be activated or paused by the person at any time — with no hidden fees.

Framework conditions (proposal)

Roles

  • Swiss banking partner: account opening, custody, execution of scheduled orders.
  • Batmed.ch: interface, educational information, non-identifying action tracking, Swiss hosting.

Framework

  • Information, not investment advice.
  • Information exchange limited to weekly aggregates.
  • Possibility of co-branding and shared content.

Frequently asked questions

Is asset custody really operated in Switzerland?

Yes. Account opening and order execution are performed by a banking institution supervised by FINMA.

What information does Batmed.ch receive?

Only non-identifying action information. If agreed, a weekly aggregated table can be shared by the partner, without personal identifiers.

How is the savings option presented?

Simply and educationally, with a very modest default amount of three Swiss francs per month and full freedom to activate, pause or stop.

Get in touch

We will gladly schedule a fifteen-minute conversation to frame the integration, information notices and data governance.

Languages: French, German, Italian, English. Presence across all twenty-six cantons.

© Batmed.ch — Human-centred support service, designed and hosted in Switzerland.