Solution for Trustee & Fiduciary

Win mandates where referrals matter — visible and discreet.

Trustees live on referrals — but new SME clients today check Google, LinkedIn and ChatGPT first, and rarely find current, convincing signals there.

How OPINSTAR helps

Three pillars, tailored to Trustee & Fiduciary.

Review triggers after annual closing, tax return or advisory mandate

AI replies with approval — every response stays professional and discreet

Visible in ChatGPT for "recommended trustee in [region]" and "SME accounting Switzerland"

Result with OPINSTAR

+112% qualified SME inquiries within 6 months · zero compliance issues

All three pillars

30 minutes, no sales pitch, clear answers.