fiduciary
«Vertec is as flexible as our society.»
Martin Hug, IT specialist and consultant thv AG Treuhand und consulting
Field of activity: Trusteeship, legal and tax consultancy, auditing and other services for Sme, non-profit organisations and the public sector
Location: Aarau, Rheinfelden approx
. 35 employees
Challenges
Benefits
Vertec Services & CRM incl. all apps,
Budget & Phases
The consulting and auditing company thv AG in Aarau and Rheinfelden has a broad professional base and thus covers the various concerns of its customers. In order to reflect its diversity in business terms, thv AG uses the integrated software solution from Vertec.
«The vertec partner who implemented the software knew the needs of a trustee firm very well.»
Aargau has many faces. It is neither a financial centre like Zurich nor a centre of international politics like Geneva – and yet it ranks fifth in terms of gross domestic product, ahead of Basel and Zug. The state’s economic strength is due to its pronounced diversity: global corporations like ABB or national companies like Alstom contribute just as much as medium-sized and small industrial and service companies.
«Thanks to vertec, we can transparent customers and easily list our customers what services we charge theminvoice»
The fiduciary and consulting company thv AG reflects this diversity. It offers a wide range of services, ranging from fiduciary activities to auditing and management consulting, thus ideally covering the needs of companies and individuals on the location. “Customer proximity and a holistic approach are important pillars of our business model,” says Martin Hug, IT specialist and consultant at thv AG.
With Vertec, thv AG can present its various service types in a single system. “We can now carry out customer data maintenance, service entry, mandate management, etc. in all service areas with the same software,” says Hug. “This is the Management Team enormous advantage for both our employees and the management.”
Another important argument for Vertec was the simple installation carried out by the then Vertec sales partner intusdata. “We worked with intusdata even before the switch to Vertec,” says Hug. “Since the IT specialists at intusdata specialize in the trust sector and have probably already carried out dozens of similar installations, they know our needs very well.” When Vertec was in implementation, all existing data could be easily applied into the business software.
«Vertec is as flexible as our society.»
Thanks to its flexibility, Vertec could be installed in such a way that the processes of the individual business areas are optimally mapped. “Vertec seems to be geared to the needs of consultants as well as those of accountants or auditors – and yet it is the same software,” says Hug. The IT specialist is sure that Vertec has a sustainable software solution: “Vertec is as flexible as our company. This gives us the certainty that the software can also be adapted to future developments at thv AG.”
