Together with our team members we like to drill down on interesting business topics. Out of this sometimes presentations evolve which we like to share.
The following presentations are the result of team-based deep dives into interesting business topics. We are pleased to be able to share them with you.
- Digitalization Trends in the Investment Advisory Process (in German)
- Bitcoins (in German)
- Business Process Outsourcing (in German)
- Performance Attribution (in German)
- Retrozessionen (in German)
- FIDLEG / FIDLEV: What does it mean for Product Distribution
- Blockchain – unchained (in German)
- Robotic Process Automation (RPA): The Rise of the Virtual Workforce (in German)
- Challenges & Opportunities for Swiss Banks in a changing industry
Project Portfolio Management (PPM) tool-set
Our Project Portfolio Management (PPM) tool-set allows you to keep your projects under control. The PPM handbook explains the most important principles in project portfolio management. The four templates help to quickly and easily set up your own PPM. Try it out!
- PPM Handbook (in German)
- Project Definition (Template) (in German)
- Project Assignment (Template) (in German)
- Project Status Report (Template) (in German)
- Project List (Template) (in German)
Finalix Office Tools
On our projects we use MS Office on a daily basis. Over time we have developed some tools for our own purposes. We are happy to share them with you.