Is your fiduciary affected by inflation?
Since the summer of 2022, the inflation rate in Switzerland has declined. Nevertheless, many Swiss SMEs continue to be affected by global inflation, as trading partners abroad suffer from inflation. In this blog post, we show what this can mean for your fiduciary business and how fiduciary software can help you serve SME clients even better in uncertain economic times.
What can be done if employees do not go along with the digital transformation
In the context of digital transformation, the roles of your employees, the way they work and how they work together are changing. These changes are frequently met with rejection. In this blog post, managers of fiduciaries will find tips on how they can also accompany sceptics in digital transformation.
Why digital processes do not yet make an innovative fiduciary company
Just because a fiduciary company has moved away from paper folders does not mean that it has successfully mastered digital transformation. Digital transformation means more than just digitally mapping existing processes. Find out in this blog post what your fiduciary company needs to consider when digitising business processes.
How to measure process optimisation in your fiduciary company
Many fiduciary companies are currently digitising and optimising business processes in order to increase their productivity. How can they measure the results of these efforts? Service Level Agreements (SLA) help to make process optimisations quantifiable. In this blog post, you will learn what fiduciary companies need to know about SLA.
These 5 soft skills help trust companies to attract new clients
When it comes to enlisting potential clients, soft skills play an important role. In this blog article, you can learn what this means in practice as you discover the soft skills that can help your trust company expand its clientele.
What makes good fiduciaries?
A wide range of technical and soft skills, exploiting external opportunities and a lot of relationship management: In this blog post, you will learn what makes a good fiduciary.
Do your employees stay after the busy season?
Why do capable employees leave companies? What makes a good employer in the fiduciary sector? How can you offer an attractive working environment to fiduciary talents who are in demand in the labour market? In this blog post, you will get practical tips on how to prevent dismissals and retain competent employees.
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.
What can you do to prevent your fiduciary from running out of capacity?
The team is too small for business growth, the management is critical of innovations and the potential of digitalisation remains untapped: Many fiduciaries are close to their capacity limits. In this blog post, you will learn how your fiduciary can redefine capacity limits using innovative technologies.