Accounts payable workflow
Accounts Payable Workflow – How the finance department can pay physical invoices despite a home office? Home office obligation through…
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Trusteeship 4.0
digital • automated • secure
Trusteeship 4.0 is not just a vision of the future, but a daily reality for many Swiss fiduciaries. The combination of cloud, mobile, social media and big data enables completely new approaches and solutions. Design your digital business model with us.
Automation, secure electronic data storage and data exchange
The major challenges are the ongoing adaptation of laws and regulations, outdated and maintenance-intensive systems and the digital interactions/transactions with customers. Especially in the latter area the requirements are increasing rapidly. Examples of this are the connection to the electronic billing platforms of public authorities, the exchange of electronic documents, the processing of banking transactions via e-banking or secure system access for employees (keyword: “home office”) and for clients.
The pragmatic path to Trusteeship 4.0
- What impact do the frequent changes in laws and regulations have on your systems?
- Are you able to comply with all data governance and privacy policies?
- Can you ensure secure system access for your employees and clients?
- Are your processes digital throughout?
- How can you further improve data exchange?
- What requirements do your most demanding clients have?
- Are your clients satisfied with reporting (BI)?
Trustee Solution Kit
With the products from the Trustee solution kit, you can put together the right solution for your individual needs. The cloud-based solution components (infrastructure, data interfaces, applications) are optimally matched to one another and your company benefits from more functionality, flexibility, scalability and mobility with improved security, including Swiss data storage.
The trustee that customers trust – IT-competent and digitally innovative
Automated and optimally networked workflows
As the trustee needs to align with its client environments and the state of digital transformation varies greatly, the requirements for cooperation are multifaceted. The software used is a decisive factor, because it becomes an integral part of the service. The Smart Factory helps you to coordinate your workflows and processes centrally. In this way, you reduce costs for yourself and your customers.
Control anytime and anywhere for you and your clients
Enable your customers flexible and secure mobile access to information and important key figures such as balance sheets, tax reviews, annual financial statements and income statements. You support your customers in making faster decisions and making administrative processes more efficient. This increases productivity for you and your customers. The trustee can thus quickly share important legal amendments with all customers, which in turn means an additional gain of efficiency.
Secure access and data exchange
Modern technology helps you and your customers to have personal and secure access to accounting, customer administration, digitized receipts and more, to share effectively and to accelerate the exchange of information from anywhere. With the right technology solution, trustees are able to make the collaboration with their clients digitally efficient and simple. However, the personal trust will remain at the heart of trustee services in the future.
- Challenges
-
Automation, secure electronic data storage and data exchange
The major challenges are the ongoing adaptation of laws and regulations, outdated and maintenance-intensive systems and the digital interactions/transactions with customers. Especially in the latter area the requirements are increasing rapidly. Examples of this are the connection to the electronic billing platforms of public authorities, the exchange of electronic documents, the processing of banking transactions via e-banking or secure system access for employees (keyword: “home office”) and for clients.
- Key questions
-
The pragmatic path to Trusteeship 4.0
- What impact do the frequent changes in laws and regulations have on your systems?
- Are you able to comply with all data governance and privacy policies?
- Can you ensure secure system access for your employees and clients?
- Are your processes digital throughout?
- How can you further improve data exchange?
- What requirements do your most demanding clients have?
- Are your clients satisfied with reporting (BI)?
- Solutions
-
Trustee Solution Kit
With the products from the Trustee solution kit, you can put together the right solution for your individual needs. The cloud-based solution components (infrastructure, data interfaces, applications) are optimally matched to one another and your company benefits from more functionality, flexibility, scalability and mobility with improved security, including Swiss data storage.
- Your benefits
-
The trustee that customers trust – IT-competent and digitally innovative
Automated and optimally networked workflows
As the trustee needs to align with its client environments and the state of digital transformation varies greatly, the requirements for cooperation are multifaceted. The software used is a decisive factor, because it becomes an integral part of the service. The Smart Factory helps you to coordinate your workflows and processes centrally. In this way, you reduce costs for yourself and your customers.
Control anytime and anywhere for you and your clients
Enable your customers flexible and secure mobile access to information and important key figures such as balance sheets, tax reviews, annual financial statements and income statements. You support your customers in making faster decisions and making administrative processes more efficient. This increases productivity for you and your customers. The trustee can thus quickly share important legal amendments with all customers, which in turn means an additional gain of efficiency.
Secure access and data exchange
Modern technology helps you and your customers to have personal and secure access to accounting, customer administration, digitized receipts and more, to share effectively and to accelerate the exchange of information from anywhere. With the right technology solution, trustees are able to make the collaboration with their clients digitally efficient and simple. However, the personal trust will remain at the heart of trustee services in the future.
- Your contact persons
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Free consultation
Would you like to put your digital business model on a new foundation? Then make an appointment with one of our Trustee 4.0 digitization experts for an initial, free consultation.
Trusteeship – Satisfied Customers
«I never thought that such a change could take place so quickly and smoothly.»
Hansjörg Lüthi
Personaladministrator STS Steuerberater, von Ah Treuhand
«The professional cooperation and the great know-how of the Power BI developer convinced us. With Power BI we have a tool in use, thanks to which innovative ideas for data visualization can be implemented.»
Andreas Okle
Partner, Caminada Treuhand AG Zug
Simple Self-Service BI without compromises
Simple connection to all data sources
>300 data connectors to on-premise and cloud data sources.
Without much programming
«Low Code, No Code» for most reports. Many functions can be used «out of the box».
Tiered access
All employees have access to the data/reports they need for their work. Your data is secure and access is compliant.
Automatic data modelling
Power BI prepares the data model and supports you with a graphical editor for your adjustments.
Quick Measures
AI-supported creation of calculations.
Large selection of visuals
An extensive library of visuals for all visualization needs.
Bookmarks und Timelines
Bring data to “life” and build your data story.
Interaction and linking
All visuals are interactive and linked to each other. This allows for easy and fast analyses.
Universal access
Reports are available anytime, anywhere and on any device through the Power BI Cloud Service.
Quick Insights
AI-supported queries and analyses via natural languages. Automated suggestions for visualization.
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