Category: Fiduciary

Where Daniel Craig or Scarlett Johansson usually appear across the screen, last week everything revolved around the future of the fiduciary industry. What was special about this event? For Accounto, it was the first physical event after numerous webinars – and a panel discussion no less.About 30 fiduciaries attended the exclusive premiere at the Riff Raff cinema in Zurich. The main protagonists were four distinguished panelists who shared their thoughts on the topic of “Fiduciary 2030” and debated their views in a controversial manner.

E-mail has been around for 50 years, which makes this channel of communication an old technology in the digital world. With the increasing popularity of messaging services and social media, you might think that the importance of email is diminishing. However, studies show that over 80 percent of people prefer e-mail as a means of communication, at least in business. This makes this channel an exciting marketing tool for fiduciary companies too. Indeed, e-mail traffic has increased massively in recent years and, accordingly, we receive hundreds of e-mails every day.

Paper, stationery and bound books. This is what everyday life in a trust company used to look like. Today, digital and connected also sets the tone in the fiduciary industry. Although technological progress has simplified many tasks for fiduciary companies and SMEs, the management of mandate accounting is still associated with countless empty runs. Young accountant Fabio Dacuña shows how this can be changed.

Everyone says that customer feedback is important to them. But words are passive. That’s why we let actions speak louder than words and demonstrate it accordingly: Our customers actively shape our product development and influence which features we prioritize during programming.

Up-to-date accounting with just a few clicks and swipes? Thanks to the Accounto app, you can!
Simply open the app, photograph expense receipts and documents such as invoices and upload them to your account with a click.

Our vision: All documents relating to human resources are stored centrally in one place. And all parties – workers, employers, fiduciaries – should have access to it.
Accounto thus significantly simplifies personnel and salary management. From now on, all Accounto customers will benefit from this future-oriented module – of course at no additional cost.

As a fiduciary, the beginning of the year is always accompanied by an above-average workload for you. We, therefore, present 3 points on how intelligent fiduciary software can make your diary more pleasant and create space for value-added fiduciary activities.

The experienced entrepreneur and former trust advisor Alessandro Micera wants to make trust companies fit for the future with Accounto. In our short interview, Alessandro reveals why the partnership with Treuhand Suisse plays such an important role in this regard and immediately announces great things. At the beginning of August, Accounto 2.0 went online. How […]

Especially in the fiduciary industry the shortage of skilled workers is becoming more and more acute. Numerous positions can currently only be filled with considerable recruitment effort, while at the same time employee loyalty is declining.
Today, employees leave their jobs much more quickly, which can be seen, for example, in the increased employee turnover rate Employee turnover rate shows. How can you as a fiduciary company counteract these two challenges? A first measure: the development of an attractive and, above all, authentic employer brand!