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.
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.
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.
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.
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.
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.
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.
How you can differentiate yourself from other fiduciary companies
There are thousands of fiduciary companies in Switzerland. For most of them, SMEs are among the most important target group. Thus, they compete for customers. How can your fiduciary company stand out from the competition and become indispensable to existing and new clients? In this blog post, you will get an overview of the most important differentiation measures for your fiduciary company.
Why every fiduciary company needs a client strategy
Efficiency gains are created through specialisation. To create synergies and exploit economies of scale, your fiduciary company should focus on specific client segments. The basis for this is careful customer segmentation. In this blog post, there are tips for your customer strategy.
Marketing: These are the 4 cornerstones for fiduciary companies
How can fiduciary companies promote new services and increase their reach without huge marketing budgets? Which marketing measures can your fiduciary company use to best reach the target group? What do you have to bear in mind when communicating with (potential) customers? In this blog post, fiduciary company executives learn how to lay the foundation for successful marketing without spending a lot of time and money.