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Fiduciary
10/05/2023 Jennifer Kreis
Reading time: 5 minutes

How trust companies can use ChatGPT as productively as possible

Whether it is customer communication, research or the creation of reports: the AI tool ChatGPT can relieve trustees in their daily work. However, the quality of ChatGPT’s results depends heavily on the information provided. In this blog post you will find tips for better results from ChatGPT.

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Fiduciary
09/28/2023 Jennifer Kreis

How can ChatGPT make the daily work of fiduciaries more efficient?

There are numerous case studies of how the AI tool ChatGPT, which will be released at the end of 2022, enables companies to work more efficiently. In which areas does the use of the chatbot also make sense in the fiduciary industry? In this blog post, you will find an overview of which tasks fiduciaries:in can outsource to ChatGPT.

Fiduciary
09/21/2023 Jennifer Kreis

How can fiduciary companies use ChatGPT productively in their everyday work?

Artificial intelligence (AI) is on the rise. In particular, the AI-based chatbot ChatGPT caused a sensation this year and there are already case studies from numerous industries on how the AI tool helps companies work more efficiently. In this blog post, you can read about the tasks ChatGPT can support trustees with.

Fiduciary
09/07/2023 Jennifer Kreis

What do trustees need to know about data protection and compliance in the digital era?

Are fiduciary companies allowed to collect data from their potential and current clients via the website? How can your team meet increased compliance requirements for selected projects? What do you need to consider when choosing fiduciary software to ensure that all data is protected in the best possible way? This blog post will give you an overview of the specifics of data protection and compliance in the digital age.

Fiduciary
08/24/2023 Jennifer Kreis

Why white label solutions are becoming increasingly popular in accounting

In the B2C sector, retail companies have been offering white label products for decades. This means that they sell goods produced by another company under their brand. In the meantime, white labelling has also arrived in the service sector. In this blog post you will learn how your trust company can benefit from the white labelling trend.

Fiduciary
08/10/2023 Jennifer Kreis

Totally revised Data Protection Act (revDSG): What trustees need to bear in mind

On 1 September 2023, the totally revised Data Protection Act (revDSG) will come into force in Switzerland and fiduciary companies will have to comply with additional mandatory regulations when handling personal data. In this blog post, you will get an overview of the most important changes that the new data protection law brings with it.

Fiduciary
07/27/2023 Jennifer Kreis

How does the blockchain give trust companies a competitive advantage?

It can transform accounting, collaboration with your clients and data analytics, among other things: The potential of blockchain technology in the fiduciary sector is great. How can blockchain specifically help fiduciary companies strengthen their position in the market? In this blog post, you will learn what competitive advantages the Blockchain can give your fiduciary company.

SME
06/23/2022 Jennifer Kreis

This is what SMEs must pay attention to when filing their tax returns

How are dividends taxed? Which figures are important for the tax return of an SME? How can entrepreneurs save taxes? In this blog post, you will learn what you need to consider when filing your tax return and which documents are helpful or necessary for your company’s tax return.

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
06/01/2022 Jennifer Kreis

These are the most important payroll deductions for your start-up

Do sole proprietors have to pay pension fund contributions? Which social deductions apply to the 13th month? Monthly salary? Are daily sickness benefits subject to withholding tax? Determining and paying social contributions is an important part of payroll accounting. In this blog post, we answer frequently asked questions about social contributions and deductions in payroll accounting.

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