Vertec Connect for Fiduciaries: AI in Vertec, AMLA, Business Intelligence

Visit our Vertec Connect for Fiduciaries on November 11, 2026 in Zurich and get industry-specific practical insights around Vertec.

Location and time

memox | Europaallee
Reitergasse 9
8004 Zurich

 

Wednesday, 11 November 2026, from 1:30 p.m.

 

Current challenges. Practical solutions. Valuable exchange.

What is current on the agenda of trust companies? The revision of the Money Laundering Act, new requirements around KYC and personal checks and, of course, the possibilities of AI.

That’s what Vertec Connect for fiduciaries is all about.

Vertec Connect is our format for personal exchange with our users. In small groups, industry-related and with plenty of room for questions, discussions and practical experience. Because often the most valuable insights are not generated in a classic bring forward, but in a direct conversation: What works for others? How do other trust companies deal with new requirements? And what solutions can actually support them?

We bring together current topics, concrete practical examples and our experts – and at the same time provide space for your questions and experiences.

What awaits you

Revision of the Gwg: What do the new requirements mean specifically for trust companies? Which service types fall under the new GwG and what needs to be taken into account when it comes to due diligence, documentation and organisation?

AI in Vertec: How can AI do more than write texts and answer questions? We will show you live how AI can interact with Vertec to search for information, analyze or even perform tasks directly in Vertec.

KYC & Personnel Screening: How can Know Your Customer and Personnel Screening be efficiently integrated into your everyday work? We will show you the corresponding options directly in Vertec.

Business Intelligence: Which key measures are relevant for fiduciary companies? And how can sales, services, utilization and other fiduciary key figures be evaluated and visualized with Business Intelligence in Vertec?

Roadmap & Outlook: Where is Vertec developing? We will give you an insight into planned continuous improvements and show which topics will concern us in the future.

Look forward to a varied afternoon with live demos, concrete application examples and above all: exchange. Bring your questions, experiences and challenges with us – and discuss with us and other Vertec users what the current developments mean for your everyday work.

Why you shouldn’t miss our Vertec Connect for Fiduciaries

With Vertec Connect, we continue our previous User Conference in a new format. Instead of a large event, we bring our customers together in smaller, industry- or topic-specific events.

This creates more space for personal exchange, in-depth discussions and practical insights – precisely on the topics that our users are current preoccupied with.

Registration form

Simply use the form to register for the event.

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