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


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


Try our e-learning

Are you interested in getting to know our e-learning platform? Then contact us for a demo or trial access.

Get in touch