Tag: Treuhandbranche

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.

Digitisation is having an impact on the range of services, pricing and working methods of fiduciary companies. What does this mean for your employees? How can you best accompany your team through the transformation process? What hurdles do you have to overcome to make the changes? In this blog post, you will find a checklist to prepare for the digital transformation.

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.

Everyone says that customer feedback is important to them. But words are passive. That’s why we let actions speak louder than words and demonstrate it accordingly: Our customers actively shape our product development and influence which features we prioritize during programming.

Especially in the fiduciary industry the shortage of skilled workers is becoming more and more acute. Numerous positions can currently only be filled with considerable recruitment effort, while at the same time employee loyalty is declining.
Today, employees leave their jobs much more quickly, which can be seen, for example, in the increased employee turnover rate Employee turnover rate shows. How can you as a fiduciary company counteract these two challenges? A first measure: the development of an attractive and, above all, authentic employer brand!