Balmer-Etienne AG

2:17

«Thanks to Vertec, we can accomplish mandate opening and mandate management in one system.»

Roland Furger, lic. oec., certified auditor and partner, Balmer-Etienne AG

Field of activity: Trusteeship, Auditing, Tax Consultancy, Legal Consultancy, Business Consultancy and Real Estate Consultancy
Locations: Lucerne, Zurich, Stans

Challenges

• Merging different predecessor systems at multiple locations
• Mapping of mandate opening, mandate management and other workflows
• Implementation of the rate system  

Benefits

• Comprehensive mandate management
• Integration of customer relationship management, event management, marketing and other fields of activity
• Digitalization of mandate opening process

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

100-250 Vertec User

Balmer-Etienne provides all common financial, tax and legal services from a single source, enabling the company to offer its customers consistent consulting and coherent solutions. By using Vertec, they centralize the handling of their cases while turning complex paper forms into simple digital checklists.

Balmer-Etienne is committed to their customers

Balmer-Etienne AG is one of the leading consulting firms in Switzerland, with more than 100 employees at three locations. It offers its customers a wide range of services in the business areas of “Finance,” “Tax” and “Legal”. “Our speciality is that we are a generalist,” says Roland Furger, Partner at Balmer-Etienne: “With our varied staff structure, we combine an extremely broad field of expertise. In this way, we can guarantee our customers comprehensive consulting that exactly targets their needs.” This also creates close relationships with private and business customers: “We often accompany our customers for years and know them very well.”

Starting point and solution

Balmer-Etienne was also aware of the advantages of a single-source solution when the company reconsidered the use of its three different systems. It also wanted to digitize the countless paper forms occurring when opening a mandate. “We quickly realized that Vertec could meet these needs,” says auditor Roland Furger.

«Merging the existing systems worked very well.»

“Thanks to Vertec, we can now complete mandate opening and mandate management, CRM and various other workflows up to invoicing in just one system.” Vertec could be perfectly adapted to Balmer-Etienne’s needs: mandate opening could be mapped using checklists in Vertec, and mandate management was implemented with phases and the existing rate system. By specific authorizations, a mandate can be processed in different internal departments, so that invoices can be amended within the invoicing process.

«Vertec maps mandate management very systematically. Assignments are always clear to anyone involved.»

Joint development

The relationship with Vertec is just like what Balmer-Etienne is used to: competent and close: “The Vertec project manager quickly understood our situation and our concerns. He just didn't proceed as asked for, instead, he also challenged our own ideas.” As Roland Furger goes on to say that Vertec has become more of a sparring partner than only being a service provider: “Together, we have come up with ideal solutions that we will expand in the future.”