Online events for fiduciaries
Vertec: the ideal solution for fiduciaries
Vertec offers tailor-made solutions for fiduciaries that not only increase their efficiency, but also digitally transform their work processes. By working closely with our partner Lean Business AG, we are able to offer fiduciaries a comprehensive and intuitive software solution that meets all requirements.
Why is Vertec suitable for fiduciaries?
- Integrated CRM: Efficiently manage customer history and acquisition processing.
- Seamless integration with Outlook: Feed activity directly from your emails.
- Mandate management: Manage deadlines and progress and say goodbye to confusing Excel files.
- Efficient expense recording: thanks to AI receipt recognition.
- Flexible billing system: billing by partial mandate, period or fixed price.
- Stable and intuitive user interface: Vertec is not only cloud-ready, but also extremely user-friendly and customizable.
Event Series 2024/2025: Digitalization in Fiduciary Management
Together with our partner Lean Business, we want to advance the digitization of the fiduciary sector. Our events provide fiduciaries with exclusive insights and practical tips for digital transformation. In this event series, experts from Vertec and Lean Business share their experiences and solutions for the challenges of digital transformation.
Wednesday 26.03.25, 11 am – 12 pm
- Welcome and introduction
- Benefits of common work platforms: increased efficiency through collaboration.
- Question and Answer
- Completion
Language: Swiss German
Other topics
- Planning and monitoring: How to efficiently manage recurring customer tasks.
- Automated document processing: practical examples with and without AI.
Recordings Online events 2024/2025
Tuesday 05.11.24, 11 am – 12 pm
- Welcome and introduction
- Fiduciary portal: The joint workspace of the fiduciary with the customer.
- Question and Answer
- Completion
Presentation and video:
54:12
Tuesday 26.11.24, 11 am – 12 pm
- Welcome and introduction
- Integration and automation: From mandate opening to customer integration.
- Question and Answer
- Completion
