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Category: Fiduciary

On the blog, not only interesting articles for fiduciaries can be found, but also exciting blog posts for the entire industry. Is there a topic that we do not yet cover and that interests you most? Just get in touch with us. We look forward to your feedback.

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Fiduciary
03/09/2023 Jennifer Kreis
Reading time: 5 minutes

Fiduciary as CFO: What you need to know

More and more SMEs expect their fiduciary company to take on the role of Chief Financial Officer (CFO) and take care of all financial matters. New business models and technological innovations are helping fiduciary professionals meet this client’s expectation for CFO as a Service. You can read what this means for your fiduciary in this blog post.

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Fiduciary
03/06/2023 Jennifer Kreis

7 tips on how to survive the Busy Season better

Are you and your team drowning in work? In this blog post, fiduciary managers get tips on how to reduce the stress factor of the busy season while keeping the quality of work high.

Fiduciary
01/19/2023 Jennifer Kreis

These 3 strategies will help make your busy season less stressful

The first weeks of the year are often a busy time for trust companies. In this blog post, we present three strategies that you can use to alleviate the busy season without having to increase your personnel or work night shifts.

Fiduciary
01/12/2023 Jennifer Kreis

3 points on how smart trust software can now help make your busy season easier

The end of Christmas is synonymous with the beginning of the busy season. In this blog, we will explain how intelligent trust software can provide relief during this busy time of year.

Fiduciary
12/22/2022 Jennifer Kreis

What fiduciary companies should do after a cyber attack

The right prevention measures can reduce the risk of cyber attacks. But what can you do after your trust company has been the victim of data theft, a DDoS attack or ransomware? Read this blog post to find out what steps you should take after a cyber attack.

Fiduciary
12/14/2022 Jennifer Kreis

How to protect your trust company from cyber-attacks

A further increase in cyber attacks is expected in 2023. Smaller companies have also been targeted by cyber criminals. The devastating consequences range from financial losses to criminal charges and permanent reputational damage. This blog post provides you with practical tips on how to reduce the risk of hacking attacks on your trust company.

Fiduciary
12/08/2022 Jennifer Kreis

The cyber threats fiduciary companies need to protect themselves from in 2023

Data theft, system failures, the loss of work progress and reputational damage: cybercrime is one of the biggest risks for companies today. The days when it was mainly large corporations and private individuals who were hacked are over. Swiss fiduciary companies can also fall victim to cyber attacks. In this blog post, we summarise which cyber threats are currently lurking.

Fiduciary
12/01/2022 Jennifer Kreis

How to strengthen team spirit before the busy season

The beginning of the year is often associated with a heavy workload for fiduciary companies. In this blog post, there are tips for managers of fiduciary companies on how they can increase the motivation of their employees and promote team spirit before the busy season.

Fiduciary
11/24/2022 Jennifer Kreis

How to avoid staff shortages and recruitment stress during the busy season

During the Busy Season at the beginning of the year, many fiduciary companies sink into work. In this blog post, fiduciary company executives get practical tips on how their team can manage year-end closing and day-to-day operations in the coming quarter without night shifts and (too much) overtime.

Fiduciary
11/17/2022 Jennifer Kreis

Yes, your fiduciary company may terminate clients’ contracts

Are you unsure whether you may end the client relationship with the client with her constant special requests or with the unreliable client? In this blog post, you can read when you should give notice to customers.

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