Kundenstrategie Archives

The most efficient fiduciaries do these 4 things

As long as inflation rates are high worldwide, efficient operation is all the more important. How can your fiduciary increase productivity? In this blog post, leaders of fiduciary companies learn what it takes to make their teamwork even more efficient.

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Fiduciary

11/17/2022 Jennifer Kreis

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.

Fiduciary

11/10/2022 Jennifer Kreis

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.

Fiduciary

11/03/2022 Jennifer Kreis

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.