Recording rules clearly
Manage policies on handling information and applications. Versioning and approvals make it clear which requirements apply.
Use cases
Information security for fiduciary companies
Organising security work around client data
Fiduciary companies process financial, payroll and tax information for different clients. Employees must be able to exchange this data reliably while following traceable rules.
Sardona helps you organise the related security work and continue it on an ongoing basis.
Security needs a fixed place in day-to-day business
Alongside client work, there is often little time to keep track of policies, risks and open security measures. At the same time, cloud applications, external collaboration and the use of AI raise new questions.
Sardona creates a shared overview of requirements, responsibilities and the need for action.
How Sardona supports your fiduciary company
Following up on security measures
Capture risks and derive suitable measures. Record who is responsible for implementation and which tasks are still open.
Documenting data processing
Keep a record of your processing activities. Document purposes, data categories, recipients and retention periods.
Assessing the use of AI
Assess AI applications and their providers. Link the assessment with usage rules and the necessary safeguards.
Being prepared for outages
Document key processes and their dependencies. Prepare how you can keep working if central applications or service providers fail.
Support as you need it
Sardona is developed and operated by Burri Consulting. You can use the platform with your own responsible staff or existing partners. Consulting, implementation support and CISO as a Service can be agreed separately if required.
Discover CISO as a Service →Swiss application and AI infrastructure
Sardona’s application and portal servers are operated in Switzerland. Regional deployments in Switzerland are set up for the AI functions.
Security and data protection →Get to know Sardona for your fiduciary company
We show you how to bring together policies, data processing and security measures in everyday work.
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