Why IT outsourcing is the solution for SMEs and allows you to focus on your core business?
IT outsourcing: Focus on your core business Digitalization is forcing small and medium-sized companies (SMEs) to fundamentally…
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Trust 4.0
digital • automated • secure
Treuhand 4.0 is not just a vision of the future, but with many Swiss trustees daily reality. The combination of cloud, Mobile, Social Media and Big Data enabled completely new approaches and solutions. Design your digital business model with us.
Trust 4.0
Automation, secure electronic data storage and data exchange
The big challenges are the ongoing ones Adjustments to laws and regulations, outdated and maintenance-intensive systems and digital interactions / Transactions with customers.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 Authorities, the exchange of electronic documents Processing of banking transactions via e-banking or secure System access for employees (keyword: «Home Office") and for customers.
The pragmatic path to Treuhand 4.0
- What impact do the frequent changes in laws and regulations have on your systems?
- Can you comply with all data governance and privacy policies?
- Can you guarantee your employees and customers secure system access?
- Are your processes completely digital?
- How can you further improve data exchange?
- What requirements do your most demanding customers have?
- Are your customers satisfied with the reporting (BI)?
Treuhand 4.0 solution kit
With the products from the Treuhand 4.0 solution kit, you can put together the solution that best suits your needs. The cloud-based solution components (infrastructure, data interfaces, applications) are optimally coordinated and your company benefits from more functionality, flexibility, scalability and mobility while at the same time improved security including Swiss data storage.
The trustee that customers trust – IT competent and digitally innovative
Automated workflows and optimally networked
Since the trustee is based on the customer and the status of digital transformation is very different, the requirements for collaboration are diverse. The software used becomes a deciding factor because it becomes an integral part of the service. The Smart Factory helps you to coordinate your procedures and processes centrally. This way you reduce costs for yourself and your customers.
Anytime, anywhere control for your clients and you
Give 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. They support their customers in making faster decisions and making administrative processes more efficient. This increases productivity for you and your customers. This means that the trustee can quickly share important legal innovations with all customers, which in turn means an additional gain in 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, etc. from anywhere, to share effectively and to accelerate the exchange. Thanks to the right technology solution, trustees are able to make collaboration with their clients digitally efficient and easier. However, personal trust will continue to be the focus of fiduciary services in the future.
- challenges
-
Trust 4.0
Automation, secure electronic data storage and data exchange
The big challenges are the ongoing ones Adjustments to laws and regulations, outdated and maintenance-intensive systems and 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 Authorities, the exchange of electronic documents Processing of banking transactions via e-banking or secure System access for employees (keyword: «Home Office") and for customers.
- Central questions
-
The pragmatic path to Treuhand 4.0
- What impact do the frequent changes in laws and regulations have on your systems?
- Can you comply with all data governance and privacy policies?
- Can you guarantee your employees and customers secure system access?
- Are your processes completely digital?
- How can you further improve data exchange?
- What requirements do your most demanding customers have?
- Are your customers satisfied with the reporting (BI)?
- Solutions
-
Treuhand 4.0 solution kit
With the products from the Treuhand 4.0 solution kit, you can put together the solution that best suits your needs. The cloud-based solution components (infrastructure, data interfaces, applications) are optimally coordinated and your company benefits from more functionality, flexibility, scalability and mobility while at the same time improved security including Swiss data storage.
- Your benefits
-
The trustee that customers trust – IT competent and digitally innovative
Automated workflows and optimally networked
Since the trustee is based on the customer and the status of digital transformation is very different, the requirements for collaboration are diverse. The software used becomes a deciding factor because it becomes an integral part of the service. The Smart Factory helps you to coordinate your procedures and processes centrally. This way you reduce costs for yourself and your customers.
Anytime, anywhere control for your clients and you
Give 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. They support their customers in making faster decisions and making administrative processes more efficient. This increases productivity for you and your customers. This means that the trustee can quickly share important legal innovations with all customers, which in turn means an additional gain in 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, etc. from anywhere, to share effectively and to accelerate the exchange. Thanks to the right technology solution, trustees are able to make collaboration with their clients digitally efficient and easier. However, personal trust will continue to be the focus of fiduciary services in the future.
- Contact Person
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TREX contribution: Industry or Treuhand 4.0 & the digital maturity level
What challenges do trustees have to face in the course of digital transformation?
place? – This question will be addressed in the following article & based on one
A practical example shows how the analysis of the digital maturity level can serve as a basis for further
Digitization steps can look like.
Treuhand 4.0 – Satisfied customers
«The professional collaboration and the great know-how of the Power BI developer convinced us. With Power BI, we have a tool in use that allows us to implement innovative ideas for data visualization.»
Andreas Okle
Partner, Caminada Treuhand AG Zug
“I never thought that such a change could happen so quickly and smoothly.”
Hansjörg Lüthi
Personnel administrator STS tax consultant, from Ah Treuhand
Simple self-service BI without compromises
Easy connection to all data sources
270 data connectors to onpremise and cloud data sources.
Without much programming
“Low Code, No Code” for most reports. Many functions can be used “out of the box”.
Level-appropriate access
All employees have access to the data/reports they need for their work. Your data is secure and access is compliant.
Automatic data modeling
Power BI prepares the data model and supports you with your adjustments with a graphical editor.
Quick Measures
AI-assisted creation of calculations.
Large selection of visuals
An extensive library of visuals for all visualization needs.
Bookmarks and timelines
Bring data to life and build your data story.
Interaction and linking
All visuals are interactive and linked to each other. This enables simple and quick analyses.
Universal access
The reports are available at any time, anywhere and on any device via the Power BI Cloud Service.
Quick Insights
AI-powered queries and analysis via natural languages. Automated suggestions for visualization.
Hybrid IT in SMEs
Guide with the 10 most important tips
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