Over the past 15 months, Zuger Kantonalbank has successfully certified its client advisors with Fintelligence as a training and certification partner. The bank has chosen to use five client advisory profiles out of the SAQ offering: Private Clients Advisor, Individual Clients Advisor, SME Clients Advisor, Wealth Management Advisor and Corporate Clients Advisor. With this, Zuger Kantonalbank joins the group of banking institutions that meet SAQ’s industry quality standard for its entire client advisor population.
“Fintelligence was the ideal training and certification partner for us. The fact that the certification process was geared to the business model of Zuger Kantonalbank was of central importance to us. Fintelligence perfectly understood how to implement this requirement, with the result that our client advisors were able to experience the training as very hands-on and real, “says Daniela Hausheer, member of the Executive Board of Zuger Kantonalbank.
In the future, new joining employees or client advisors, that assume a client advisor role, will be continuously certified. We congratulate all certified client advisors.