swiss finance leaders gmbh

Trusteeship

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Sonia Del Fabro, Managing Director, swiss finance leaders gmbh

Company

Swiss finance leaders gmbh combines classic trust services with pragmatic consulting and smart software solutions to make companies digital and efficient.

They supported Managing Director to make the right business decisions by means of meaningful key Kpi, efficient financial processes and forward-looking planning and budgeting.

Challenges

  • New CRM and performance recording system
  • Allocation of tasks within the team
  • controlling

Benefits

  • Performance recording for the different cases
  • Invoicing of services
  • Central task management
  • Mandate management
  • Different mandate management for different customer profiles
  • Controlling and analysis functions
  • Direct connection to FAR
  • Direct storage of documents in the DMS

Vertec Services & CRM incl. all apps,
Budget & Phases

1-20 Vertec User
Success Story Logo
Sonia Del Fabro

Managing Director
swiss finance leaders gmbh

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