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 2025: Digitalization in Fiduciary
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.
Tuesday 26.08.25, 11 am – 12 pm
- Welcome and introduction
- Digitalization in the Trust Sector: Trust-Specific Key Figures Measuring Corporate Governance
- Question and Answer
- Conclusion
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
Trustee Portal: The joint workspace of the fiduciary with the customer.
Presentation and video:
- Vertec: digitalization in the fiduciary sector – fiduciary portal (pdf)
- Lean business – trust portal (pdf)
54:12
Tuesday 26.11.24, 11 am – 12 pm
Integration and automation: From mandate opening to customer integration.
54:12
Wednesday 26.03.25, 11 am – 12 pm
Benefits of common working platforms – increased efficiency through collaboration
44:15
Tuesday 27.05.25, 11 am – 12 pm
Digitalization in trust: Increase efficiency in performance services and expenses on the go
28:50
