Fiduciary 4.0: Practical support for fiduciary companies
The digitization of business processes is changing the fiduciary industry. It also brings new opportunities that need to be exploited. With the Institute Fiduciary 4.0, the Swiss Association of Fiduciaries TREUHAND|SUISSE has recently started offering its member companies advice and services to tackle the digital transformation in a structured way.
"Our aim is to make the members of TREUHAND|SUISSE fit for the digital transformation and to accompany them in the process," says central president Daniela Schneeberger. This is how Central President Daniela Schneeberger describes the goal of the Institute Treuhand 4.0. Many clients would be in a digitization process themselves and expect their trustees to be state-of-the-art in terms of technology and efficiency of work processes. For small and medium-sized fiduciary companies in particular, it is difficult to assess the concrete impact that technological developments will have. This is where the support of the Institute Fiduciary 4.0 comes in, as Daniela Schneeberger continues: "With strategic consulting and industry-specific services, we help our members to orient themselves in the field of digital transformation, to recognize their scope for action, and to actively shape the digital transformation of their company."
Orientation, decision bases, tools
The Institute Fiduciary 4.0 provides interested fiduciary companies with a modular service package. Step 1 is a personal assessment of the situation, which is carried out under www.treuhand40.ch is now generally accessible and allows companies to sound out their attitude toward digitization in a fun way. Step 2 in the Institute's consulting offering is an analysis at the company level (available from July 2018): a screening accompanied by the Institute team that results in a customized evaluation. For the selection of the appropriate implementation partner, the Institute Fiduciary 4.0 is building a community platform as a third component. It leads to qualified technology and consulting companies but also to selected members of the association who share their digitization expertise. As a fourth step, successful implementation is confirmed with a certificate and linked to a recertification process.
A team that combines trust and technology
The technical professionalism of the Institute Fiduciary 4.0 is guaranteed by a team of five experienced professionals who have training and professional experience in both technical and fiduciary aspects.
Source and further information: www.treuhandsuisse.ch
