Articles

Formal Communication: A Working Definition

Most organisations sort communication by tone. The sort that matters is by consequence, some messages create obligations that may need to be reconstructed years later, by someone hostile. We’ve written down what that category actually requires: five tests. Most tools in daily professional use pass one or two.

Photocopying Passports for Client Onboarding Should Be Replaced With Instant Secure Methods

Photocopy-based client onboarding quietly exposes Swiss External Asset Managers, trustees, and portfolio managers to avoidable operational cost, audit weaknesses, and data-protection risk before any AUM is onboarded.

How Much Does Onboarding Really Cost an Independent EAM?

Paper to Proof: Failure Modes in Appeals & Legal Service

In the world of legal services, compliance, and appeals, the form of an official letter is still critical, but the proof behind it is often missing. Whether it’s postal or email workflows, they often fail to confirm who received the letter, when it was accessed, or if custody was maintained throughout the process. In this article, we outline how digital proof solves these issues, ensuring reliable, auditable, and timely delivery of official correspondence.