Digitalisation with added value: How WEGTREU AG is making digital processes more efficient

Awareness & Trend-Scouting

As a fiduciary company, how do you find out about the latest digital solutions and industry trends?

As a fiduciary company, we focus on a continuous and targeted examination of digital solutions and current industry trends. A central component of this is the close exchange with Abacus - be it via webinars, release information, specialist events or in direct dialogue. We also follow relevant trade media and are involved in industry networks. Equally important are internal exchanges within the team and regular feedback from our customers, which provides valuable input for our ongoing development.

To ensure that new technologies become effective in the company, we consciously plan time for further training and knowledge transfer. Our employees attend training courses and specialist events and then share the knowledge they have gained within the team. In this way, we ensure that new knowledge is developed together and integrated into everyday working life in a practical way.

Dealing with new digital tools

How do you assess the relevance of new digital solutions such as AI software or automation tools for your trust company, and what criteria are decisive for your decisions?

We always evaluate new solutions such as AI software or automation tools in a differentiated and highly application-orientated manner. For us, the focus is not on the technology itself, but on the concrete added value in day-to-day work - for example in the form of efficiency gains, quality improvements or a noticeable reduction in the workload of our employees. We utilise new technologies in a targeted manner where they complement our existing processes and support collaboration with our customers. It is important to us that the solutions are comprehensible, secure and reliable and fulfil the legal and regulatory requirements.

Our decision-making process also takes into account criteria such as the ability to integrate into existing systems, a user-friendly application and the long-term development of the solution. In this way, we ensure that digital innovations are used sustainably and create real benefits for everyone involved.

What challenges did you face when using new digital tools and how did you solve them?

One of the key challenges when using new digital tools is the process of change in everyday working life. New solutions require time - for familiarisation, adapting existing processes and building trust in new processes.

We counter this with transparent communication, targeted training and a gradual introduction. By involving our employees at an early stage and testing new tools in everyday working life, we ensure that the solutions are understood, accepted and used sustainably in the long term.

Building up expertise in the fiduciary company

How do you ensure the continuous development of expertise in your fiduciary company so that employees can use new digital tools and technologies effectively?

We develop expertise in a targeted, practical and continuous manner. Our employees regularly take part in training courses, webinars and further training and actively contribute the knowledge they gain to the internal dialogue within the team.

We also focus on learning on the job and the gradual introduction of new tools in everyday working life. Joint introductions and practical training courses ensure that new solutions are comprehensible to everyone and can be used safely. Through regular feedback and an open exchange within the team, we recognise early on where additional support is needed and adapt our measures accordingly.

Customer integration and support

How do you convince your customers to use new digital tools together with you, and how do you organise and support the introduction of new processes and solutions?

We convince our customers not with the technology itself, but with the concrete benefits in everyday working life. In personal discussions, we show how digital tools simplify processes, create transparency and make collaboration more efficient.

We deliberately organise the introduction of new processes and solutions in a gradual and practical manner. We provide our customers with understandable explanations, personalised introductions, clear instructions and direct support - depending on their needs and initial situation.

In this way, we take them by the hand as they get started, create trust and ensure that digital solutions are perceived as real support and not as an additional hurdle.
 

What feedback do you receive from your customers on the use of new digital solutions?

The feedback from our customers is overwhelmingly positive and the benefits in everyday working life are clearly recognised. At the beginning, there are occasional questions or uncertainties, which we quickly deal with through personal guidance and clear support.

The simplified processes, increased transparency and noticeable time savings are particularly appreciated. The location-independent collaboration and the better overview of documents and ongoing processes are also emphasised positively.