Tag: SME

The fiduciary sector is in a state of flux, and the working methods and role of fiduciaries are changing as a result. Instead of carrying out routine activities, the focus is increasingly on building on strengths and competitive advantages and deepening the relationship with customers. In this blog post, we show how fiduciary clerks become customer happiness managers – who are primarily responsible for customer acquisition and support.

The Scrum working method promises teams more agility and is no longer only used in software development. Can Scrum also be applied to the fiduciary sector? To what extent does Scrum enable a more agile way of working in your fiduciary company? What do managers need to look out for when implementing Scrum in the fiduciary? In this blog post, you will learn what Scrum can mean for the fiduciary sector.

Slack, Monday, Trello, Confluence and Jira: There are numerous digital tools to organise tasks in the team. What requirements do collaboration tools for fiduciary companies have to fulfil? What do you have to pay attention to when using these solutions? In this blog post, you will find an overview of the most popular work organisation software solutions and get tips on how to find the right tool for your fiduciary company.

Transformation of the world of work, shortage of skilled workers in the Swiss fiduciary sector and the ever louder demand for location-independent working, not only since the Covid pandemic: The topic of remote work is also becoming increasingly relevant for the fiduciary sector. What challenges do fiduciary companies face with the increased incidence of remote work? How can managers motivate their employees in remote teams? What needs to be considered so that the team spirit does not suffer due to a lack of personal interaction? In this blog post, there are tips on how fiduciary leaders successfully manage remote teams.

The shortage of skilled workers is a problem for the fiduciary industry and many fiduciary companies have difficulties finding suitable employees. In this blog post, you will learn how fiduciary companies can recruit and retain the skilled workers who are struggling in the labour market.

The work of trustees is changing. The value of routine activities is steadily decreasing, and trust companies need to develop innovative services to remain competitive in the medium term. How does the change in the industry affect the organisational structure of trust companies? What do managers need to consider in order to promote the ability to innovate? How can trust companies benefit from flat hierarchies? In this blog post, you can read what the transformation of the world of work means for the fiduciary sector and why you should break away from steep hierarchies.

Large expenditure of time, high susceptibility to errors and no automation in the true sense of the word: Nowadays, it is no longer sufficient for trust companies to work only with a document management system (DMS). Many fiduciary companies have therefore linked their DMS to accounting software. In this blog post, you can read about what you need to consider and why you should avoid software or platform breaches.

Do fiduciary companies need automated Trust Software if they already work with a document management system (DMS)? What are the main differences between DMS and automated fiduciary software? What does automated fiduciary software offer that a DMS cannot? In this blog post, we highlight the key similarities and differences between a DMS and automated fiduciary software.

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.