Fiduciary Archives

5 reasons why fiduciary companies should optimise their processes now

Process optimisation allows trust companies to work more effectively and efficiently. Hundreds of trust companies are therefore digitising and optimising their processes this year. In this blog post you will find five reasons you should start your process optimisation journey in your trust company.

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Fiduciary

05/11/2023 Jennifer Kreis

What fiduciary companies need to consider when optimising processes

Digitalisation opens up new opportunities for fiduciary companies to make their processes more efficient. What needs to be considered? In this blog post, you will get an overview of the most important principles of process optimisation in fiduciary companies.

Fiduciary

05/04/2023 Jennifer Kreis

Is your fiduciary affected by inflation?

Since the summer of 2022, the inflation rate in Switzerland has declined. Nevertheless, many Swiss SMEs continue to be affected by global inflation, as trading partners abroad suffer from inflation. In this blog post, we show what this can mean for your fiduciary business and how fiduciary software can help you serve SME clients even better in uncertain economic times.

Fiduciary

05/04/2023 Jennifer Kreis

What can be done if employees do not go along with the digital transformation

In the context of digital transformation, the roles of your employees, the way they work and how they work together are changing. These changes are frequently met with rejection. In this blog post, managers of fiduciaries will find tips on how they can also accompany sceptics in digital transformation.

Fiduciary

05/04/2023 Jennifer Kreis

Why digital processes do not yet make an innovative fiduciary company

Just because a fiduciary company has moved away from paper folders does not mean that it has successfully mastered digital transformation. Digital transformation means more than just digitally mapping existing processes. Find out in this blog post what your fiduciary company needs to consider when digitising business processes.

Fiduciary

05/04/2023 Jennifer Kreis

How to measure process optimisation in your fiduciary company

Many fiduciary companies are currently digitising and optimising business processes in order to increase their productivity. How can they measure the results of these efforts? Service Level Agreements (SLA) help to make process optimisations quantifiable. In this blog post, you will learn what fiduciary companies need to know about SLA.

Fiduciary

04/20/2023 Jennifer Kreis

These 5 KPIs should be known by every fiduciary company

Key Performance Indicators (KPIs) are operating figures and show at a glance how a company is currently doing. Which key operating figures should your fiduciary company measure in order to strengthen its position in the market, even in the face of the weak economic forecast? In this blog post, you will find out.

Fiduciary

04/13/2023 Jennifer Kreis

These 5 soft skills help trust companies to attract new clients

When it comes to enlisting potential clients, soft skills play an important role. In this blog article, you can learn what this means in practice as you discover the soft skills that can help your trust company expand its clientele.

Fiduciary

04/06/2023 Jennifer Kreis

What makes good fiduciaries?

A wide range of technical and soft skills, exploiting external opportunities and a lot of relationship management: In this blog post, you will learn what makes a good fiduciary.

Fiduciary

03/30/2023 Jennifer Kreis

Should fiduciary companies recruit via social media?

The shortage of skilled workers is causing problems in the fiduciary sector. In order to hire fiduciary talent that is in demand in the labour market, more and more fiduciary companies worldwide are turning to recruiting via social media such as LinkedIn, Facebook, Instagram or TikTok. In this blog post, you will find decision-making aids on whether social media recruiting makes sense for your fiduciary company.