About us
At Financial Keepers SA, our strength lies in our exceptional team. We are a collective of financial innovators, industry veterans, and forward-thinking experts who share a common passion for transforming businesses. Our journey is defined by the expertise, dedication, and vision of our team members.
Each member of our team brings a unique blend of entrepreneurial spirit and big company experience. We are more than advisors; we are partners invested in your success. With a deep understanding of diverse sectors and a commitment to tailored solutions, we stand as architects of financial excellence.
Our team’s core values are responsiveness, innovation, customer care, and a culture of embracing customer feedback. We take pride in being not just financial experts but also trusted allies on your path to success. With Financial Keepers SA, you have a team that’s ready to navigate the intricacies of the financial world and create bespoke solutions that drive growth and innovation.
Who
At Financial Keepers, our vision is born from a passion for entrepreneurship and the dynamism of businesses. It is based on the rich experiences of our co-founders — Cédric Sevaz, with 20 years of consulting experience in Switzerland, including 10 years at Big4 firms, Sammy Affolter, who has spent 10 years serving businesses in fiduciary roles, and Alexis Atero, an expert in data analytics, organizational processes, and software solutions for over a decade.
Why
Our mission is to reinvent the fiduciary profession by transforming its role and elevating the quality of service. We are committed to providing precise daily financial oversight, supported by efficient and streamlined organizational processes. Our goal is to ensure that each client receives a unique and personalized experience, marking their journey with us with excellence and innovation.
Where
The fiduciary sector faces major challenges: a diminished perceived value and constantly evolving expectations from SME customers. The perceived value of traditional services is often overshadowed by the minimum legal requirements, leading to constant scrutiny by clients. Furthermore, managing relationships and communication with clients frequently becomes a source of complications.
How
Our solutions to market problems are based on the triptych Costs, Performance and Quality centered on the needs of corporate customers and fiduciaries.