Take your client processes
to the next level digitally!
Efficient and transparent management for trustees, tax advisors and asset managers
Why do you need monday.com?
With digital administration, you gain time for the essentials!
In today’s business world, efficiency is crucial. Our customized fiduciary solution supports you in managing clients, projects and compliance requirements.
Benefit from centralized data, automated processes and improved team collaboration. Our solution makes complex fiduciary tasks easier and increases productivity. From client management and financial reporting to tax returns – everything you need for efficient and secure digital working.
Full overview of all your mandates
- ZDigitize your workflows
- ZAnnual performance recording and evaluations
- ZNever miss a deadline again
- Z See the capacity of your staff in real time
- ZIndividually customizable checklists
Your automated workflow
So you’ll never lose focus on your customers again!
Never miss deadlines and appointments again
With our digital fiduciary solution, you will no longer miss any important deadlines and dates. Plan and manage all tasks for your mandates clearly with a digital to-do list. This allows you to concentrate fully on the essentials and ensure that nothing is overlooked.
Efficient client management made easy
Our fiduciary solution enables you to organize all client information centrally and clearly. Access important data quickly and save valuable time. This will increase the efficiency and quality of your client support and ensure that your clients always receive the best possible service.
Automate routine tasks effortlessly
Automate recurring tasks and processes to make your day-to-day work easier. With our fiduciary solution, you can increase your team’s efficiency and minimize manual errors. This leaves more time for strategic tasks and customers.
Compliance requirements always under control
Keep an eye on all compliance requirements. Our fiduciary solution supports you in complying with rules and regulations through automated monitoring and control mechanisms. This way, you can ensure that your data is always secure and minimize risks.
Success story
The monday.com fiduciary solution for your company
Cognito Fiduciary
monday.com solution for project presentation
Monthly invoicing at Cognito Treuhand GmbH was a time-consuming, manual process. Time recording was done in MOCO, while invoicing was carried out in Bexio. The manual transfer of the time entries, invoicing and dispatch took up an entire working day every month. This time-consuming manual work tied up valuable resources that could be put to better use elsewhere. By integrating MOCO, Bexio and monday.com, the entire invoicing process has been automated and all manual steps have been eliminated.
Results:
- Time saving: From 1 day to a few minutes per month
- Significant reduction in the error rate
Tools used:
Why a digital fiduciary solution will drive your business forward!
From onboarding new employees to tax returns to recurring services and beyond, our solution gives you complete control and overview with pre-built boards, dashboards, automations and notifications.
Save time
Forget the long searches for important data. With monday.com, you can find all relevant information, files and appointments for each client with just one click. This saves you valuable time and increases your productivity.
Automations for more efficiency
Use monday.com’s automations to automate recurring appointments and tasks. Link accounting processes and reconciliation workflows to save time and minimize errors. This leaves more time for the important things.
Precise displays
Get precise insights into customer progress, company turnover and team capacity. Our dashboards and reports keep you up to date and enable you to make informed decisions that drive your business forward
Controlling
Ensure data protection and compliance with monday.com ‘s robust security measures. Protect your sensitive data and comply with all regulations to gain the trust of your customers.
Get started with your monday.com fiduciary solution today
Free initial consultation!
Book a free 30 minute consultation with us. We assess your needs and take stock of your current workflow.
Project start
Together we create a project plan and start implementing the desired workflow in monday.com.
Effortless collaboration
Once the workflow has been successfully implemented in your company, the test phase for your employees and training begins.
Blinno support
Once the project has been completed, the support hours begin, if desired. If you have any questions or problems, please report them via our support forum.
These companies trust us
We have implemented our monday.com solutions for a wide range of companies in a variety of industries.
There’s no such thing as impossible.
We at Blinno support you in the digitalization of your customer data! Together we will integrate all your data into monday.com and generate a workflow that you won’t want to give up.
Questions about the monday.com fiduciary solution
Do you have any questions? We may have been asked this question before, so we have listed and answered it below.
What can the fiduciary solution do?
Our fiduciary solution with monday.com enables efficient and transparent management of your fiduciary processes. With this solution, you can store all client information centrally, manage tasks and projects, perform automatic compliance checks and organize your documents securely. In addition, the platform offers real-time collaboration and communication tools to improve teamwork.
What advantages does the fiduciary solution offer me?
The fiduciary solution offers you numerous advantages:
- Time saving: It reduces administrative effort through automation and central data management.
- Transparency: All relevant information and documents are available anytime and anywhere, which facilitates traceability and reporting.
- Efficiency: Streamlined work processes and clear task distribution increase the productivity of your team.
- Security: Robust security measures and compliance tools help you protect sensitive client data and meet legal requirements.
- collaboration
Do I need a monday.com Enterprise licence for this solution?
Yes, an Enterprise license from monday.com is required to use the fiduciary solution. This license offers decisive advantages that are essential for the efficient implementation of our fiduciary solution.
This includes advanced security features required to protect sensitive data, and advanced management tools that enable granular control and customization of user permissions. These features are particularly important, to meet the requirements of larger companies and to ensure seamless seamless integration and management of our solution.
How can I implement the fiduciary solution in my company?
The implementation of the fiduciary solution is simple and is supported by our team of experts. We offer customized implementation services to adapt the solution to your specific business requirements. These include:
- Needs analysis: We analyze your current process and identify opportunities for improvement.
- Installation and Configuration: We set up monday.com for your business, including workflow customisation, automation and integration.
- Training and support: Your team will receive comprehensive training to enable them to use the platform efficiently. In addition, we offer continuous support to ensure that the solution is used optimally.
We are Blinno
Blinno has been an official partner of monday.com in the DACH and UK regions since 2019 and is active in monday.com consulting and monday.com training.
monday.com consulting
We help you get the most out of monday.com. Find out how you can use monday.com efficiently in your company.
monday.com integrations
Connect all your tools in one place. The integrations allow you to seamlessly connect monday.com with external platforms.
monday.com Implementation
Do you need certain functions on monday.com? We create the perfect solution to suit your processes and your team.
monday.com training
Want to become a monday.com expert? We share our experience so you can use monday.com like a pro.
Start now!
Take your chance now for a free monday.com consultation
Book a free 30-minute consultation with our team of experts at monday.com and discover customised strategies to boost your productivity.