Your partner for personnel development and training of bank employees
Individual, tailor-made, sustainable and effective
You are a financial institution that aspires to advance the know how of your bank employees to consistent and high levels. Fintelligence ist your ideal partner.
Bank employees can continuously develop the most critical competencies without constraining or interrupting their day-to-day business.
The unique Fintelligence e-learning platform enables client advisors to acquire relevant banking know how independent of time and location. The online modules include topics such as investment instruments, financial planning, loans and mortgages, macroeconomics and compliance.
The acquired knowledge can be verified reliably via online tests. Moreover, as a SAQ-certified institution, Fintelligence carries out exams for all client advisor roles.
In order to sharpen and further develop advisory competencies of your client advisors, Fintelligence runs training units and individual coachings in line with the specific advisory philosophy of your institution. Additionally, Fintelligence offers you tailor-made onsite trainings with renowned experts on technical topics.
In order to further develop and validate the technical expertise of client advisors, Fintelligence offers specialized tutorials for groups and individuals. Test questions are discussed, and underlying theories are explained in an illustrative way.
Our e-learning modules
Banking & Finance Suite
The Banking & Finance Suite focuses on more than 75 modules in the areas of Investment, Finance and Macroeconomics.
Bank Compliance Suite
The Bank Compliance Suite includes all areas relevant to a modern organization: Anti-Money Laundering, Data Security, Code of Conduct, Cross Border, AEOI, FATCA, LS-FIN and MiFID II.
Wealth Planning Solutions
Wealth Planning Solutions includes relevant legal and tax issues, retirement planning and international wealth planning.
Certifications in accordance with SAQ
Fintelligence offers you training and certification programs tailored to your specific client advisor role:
Wealth Management Advisor CWMA
Corporate Banker CCoB
Advisor Individual Clients
Advisor Private Clients
Advisor SME Clients
Advisor Affluent Clients
News
6. December 2018
AML and Compliance E-Learning and E-Testing for Financial Institutions
Fintelligence offers E-Learning modules covering key topics of AML and Bank Compliance for employees at banks and asset management companies. … read more
11. October 2018
SAQ Client Advisor Recertification: Attractive Online Solution
Fintelligence offers you an efficient and attractive way to recertify your SAQ Certificate ‘Client Advisory Bank’: you will get access … read more
30. September 2018
Zuger Kantonalbank: Client advisors successfully certified with Fintelligence
Over the past 15 months, Zuger Kantonalbank has successfully certified its client advisors with Fintelligence as a training and certification … read more
19. December 2017
Market Study on Trends in Private Banking 2018 – 2019
Private banking has been undergoing fundamental changes for quite some time. New consulting and pricing models are being introduced, while digitization redefines customer contacts, … read more