Tag: automation

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.

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.

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.

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.

How can fiduciary companies solve the problem of young talent? What do fiduciary professionals expect from employers this year? How can you make the most of the strengths of the fiduciary talent of today and tomorrow? In this blog post, you will find an overview of the most common mistakes fiduciary companies should avoid when hiring young fiduciaries.

What makes a good onboarding process? How can fiduciary companies best integrate new employees into the team? To what extent does the right fiduciary software simplify onboarding? In this blog post, you will learn what your fiduciary company needs to consider when onboarding new employees.

Qualified trustees are in demand in the labour market. What is important in the job for the fiduciary professionals of today and tomorrow? How can fiduciary companies offer their employees a constructive working environment? To what extent do digitalisation and innovative technologies help you to use the talents of your employees effectively? In this blog post, you will get tips on how fiduciary companies can develop and retain their employees.

When is the right time for managing directors of fiduciary companies to tackle succession planning? What measures can they take to increase the value of their company before selling it? How can the transition be as smooth as possible? In this blog post, you will get practical tips on planning your succession.

Many fiduciary companies want to rejuvenate their company with a rebranding, improve their image and serve the clients of today and tomorrow even better. In this blog post, we summarise what fiduciary companies need to consider when rebranding.