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Fiduciary
08/24/2022 Jennifer Kreis
Reading time: 5 minutes

Which digital collaboration tools suit your fiduciary company?

Slack, Monday, Trello, Confluence and Jira: There are numerous digital tools to organise tasks in the team. What requirements do collaboration tools for fiduciary companies have to fulfil? What do you have to pay attention to when using these solutions? In this blog post, you will find an overview of the most popular work organisation software solutions and get tips on how to find the right tool for your fiduciary company.

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Fiduciary
08/24/2022 Jennifer Kreis

What fiduciary companies need to consider in order to successfully manage remote teams

Transformation of the world of work, shortage of skilled workers in the Swiss fiduciary sector and the ever louder demand for location-independent working, not only since the Covid pandemic: The topic of remote work is also becoming increasingly relevant for the fiduciary sector. What challenges do fiduciary companies face with the increased incidence of remote work? How can managers motivate their employees in remote teams? What needs to be considered so that the team spirit does not suffer due to a lack of personal interaction? In this blog post, there are tips on how fiduciary leaders successfully manage remote teams.

Fiduciary
08/17/2022 Jennifer Kreis

How fiduciary companies can recruit sought-after professionals

The shortage of skilled workers is a problem for the fiduciary industry and many fiduciary companies have difficulties finding suitable employees. In this blog post, you will learn how fiduciary companies can recruit and retain the skilled workers who are struggling in the labour market.

Fiduciary
07/28/2022 Jennifer Kreis

Why a rigid partner structure leads fiduciary companies into a blind alley

The work of trustees is changing. The value of routine activities is steadily decreasing, and trust companies need to develop innovative services to remain competitive in the medium term. How does the change in the industry affect the organisational structure of trust companies? What do managers need to consider in order to promote the ability to innovate? How can trust companies benefit from flat hierarchies? In this blog post, you can read what the transformation of the world of work means for the fiduciary sector and why you should break away from steep hierarchies.

Fiduciary
07/06/2022 Jennifer Kreis

This is why software breaches harm fiduciary companies

Large expenditure of time, high susceptibility to errors and no automation in the true sense of the word: Nowadays, it is no longer sufficient for trust companies to work only with a document management system (DMS). Many fiduciary companies have therefore linked their DMS to accounting software. In this blog post, you can read about what you need to consider and why you should avoid software or platform breaches.

Fiduciary
06/30/2022 Jennifer Kreis

Document management system (DMS) and automated fiduciary software: the essential differences

Do fiduciary companies need automated Trust Software if they already work with a document management system (DMS)? What are the main differences between DMS and automated fiduciary software? What does automated fiduciary software offer that a DMS cannot? In this blog post, we highlight the key similarities and differences between a DMS and automated fiduciary software.

SME
06/15/2022 Jennifer Kreis

5 reasons why double-entry bookkeeping is worthwhile for your business

Sole proprietorships with an annual turnover of less than CHF 500,000 are not required to keep double-entry accounts. Nevertheless, double-entry bookkeeping also offers advantages to sole traders. In this blog post, you will learn what double-entry bookkeeping can do for your business.

SME
06/09/2022 Jennifer Kreis

Occupational pension provision – what this means for employers and the self-employed

The occupational benefit scheme is intended to enable insured persons to continue their previous lifestyle after leaving employment. How does the second pillar work? Who is subject to the LOB obligation? What are the shares of employees and employers? What occupational benefit options are there for self-employed persons? In this blog post, we look at occupational pension provision from the perspective of employers and sole traders.

SME
05/25/2022 Jennifer Kreis

What do SMEs need to consider when applying for a loan?

A lack of liquidity leads to reminders, debt collection and frequently bankruptcy. By taking out a loan for your business you can avoid liquidity problems. When does it make sense to apply for a loan? What do SMEs need to apply for a loan? What type of loan should it be? In this blog post you will find a summary of what entrepreneurs should know about applying for a loan.

FiduciarySME
01/28/2022 Jennifer Kreis

What does your company gain from a strong SME ecosystem?

Most people associate the term “ecosystem” primarily with nature. In this blog post, we would like to show that ecosystems are also playing an increasingly important role in the accounting and fiduciary business and show you how your company can benefit from a strong SME ecosystem.

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