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Every year, many trust professionals choose the path to self-employment. What do trustees need to consider when starting their own trust company? This blog post provides a checklist for setting up a new trust company.

Effizienz entscheidet im Treuhandwesen immer häufiger über Erfolg oder Misserfolg. Es gibt heute Hunderte Tools, die für mehr Produktivität im Arbeitsalltag sorgen sollen. Wir haben unser Entwicklungsteam gefragt, welche Lösungen sie produktiver arbeiten lassen und stellen in diesem Blogbeitrag sieben Tools für eine effizientere Arbeitsweise vor.

Whether it is investing, purchasing, investing, transporting goods or producing goods, sustainability has become a competitive factor for companies worldwide that should not be underestimated. In this blog post, fiduciaries learn how they can support their clients in creating sustainable financial plans.

Whether it is customer communication, research or the creation of reports: the AI tool ChatGPT can relieve trustees in their daily work. However, the quality of ChatGPT’s results depends heavily on the information provided. In this blog post you will find tips for better results from ChatGPT.

There are numerous case studies of how the AI tool ChatGPT, which will be released at the end of 2022, enables companies to work more efficiently. In which areas does the use of the chatbot also make sense in the fiduciary industry? In this blog post, you will find an overview of which tasks fiduciaries:in can outsource to ChatGPT.

Artificial intelligence (AI) is on the rise. In particular, the AI-based chatbot ChatGPT caused a sensation this year and there are already case studies from numerous industries on how the AI tool helps companies work more efficiently. In this blog post, you can read about the tasks ChatGPT can support trustees with.

New VAT rates will apply throughout Switzerland from January 2024. What impact will the increase have on the day-to-day work of trustees? This blog post provides an overview of what the new VAT rates mean for your trust company.

Are fiduciary companies allowed to collect data from their potential and current clients via the website? How can your team meet increased compliance requirements for selected projects? What do you need to consider when choosing fiduciary software to ensure that all data is protected in the best possible way? This blog post will give you an overview of the specifics of data protection and compliance in the digital age.

White label products are becoming increasingly popular in the B2B sector. Fiduciary companies can also use white labelling to their advantage: With proven accounting or fiduciary software that comes in your branding, you can, among other things, make the collaboration with your clients more effective and efficient. In this blog post you will learn what you should look for when choosing a white label solution.