Online event 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 for fiduciaries?
- Integrated CRM: Efficiently manage customer history and acquisition processing.
- Seamless integration with Outlook: Activity feed directly from your emailsemails
- 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 lump sum.
- Stable and intuitive user interface: Vertec is not only cloud ready, but also extremely user-friendly and customizable.
Event Series 2025/26: Digitalization in Trusteeship
Together with our partner Lean Business, we want to advance the digitalization of the trust sector. Our Events provide trustees with exclusive fiduciary insights and practical tips for digital transformation. In this series of events, experts from Vertec and Lean Business share their experiences and solutions for the challenges of digital transformation.
Language: German
Tuesday 25.11.25, 11 am – 12 pm
- Topics are still being defined. Sign up now so you don’t miss anything.
Tuesday 31.03.26, 11 am – 12 pm
- Topics are still being defined. Sign up now so you don’t miss anything.
Other topics
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Planning and monitoring: How to efficiently manage recurring customer tasks.
- Automated document processing: practical examples with and without AI.
Recordings Online Events
26.08.25
Fiduciary-specific key measures for corporate governance
27.05.25
Increased efficiency in services and expenses even on the go
26.03.25
Benefits of common working platforms – increased efficiency through collaboration
26.11.24
Integration and automation: from mandate opening to customer integration
05.11.24
Trustee portal: the common workplace of the fiduciary with the customer
