Fiduciary as CFO: What you need to know
More and more SMEs expect their fiduciary company to take on the role of Chief Financial Officer (CFO) and take care of all financial matters. New business models and technological innovations are helping fiduciary professionals meet this client’s expectation for CFO as a Service. You can read what this means for your fiduciary in this blog post.
7 tips on how to survive the Busy Season better
Are you and your team drowning in work? In this blog post, fiduciary managers get tips on how to reduce the stress factor of the busy season while keeping the quality of work high.
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.
How to protect your trust company from cyber-attacks
A further increase in cyber attacks is expected in 2023. Smaller companies have also been targeted by cyber criminals. The devastating consequences range from financial losses to criminal charges and permanent reputational damage. This blog post provides you with practical tips on how to reduce the risk of hacking attacks on your trust company.
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.