Trusted training partner of 50+ financial institutions worldwide

Tailored solutions for the new generation of wealth managers

With offices in London, Singapore, and Zurich, we serve our clients globally

Fintelligence – Leader in Online and Onsite Training

Individual, tailor-made, sustainable and effective

You are a financial institution that aspires to advance the know-how of your employees to consistent and high levels.

Fintelligence is your ideal partner – we support you and your employees acquire relevant, practical skills to help your organisation achieve its business goals in a sustainable and consistent manner.

The unique Fintelligence e-learning and e-assessment platform enables financial professionals to acquire relevant, practical and measurable skills whenever and wherever they like. Our platform has over 100 online modules covering topics such as financial instruments, financial planning, portfolio management, corporate banking, economic analysis and compliance. The platform consists of more than 2500 screen views and is continuously updated and upgraded. It is available in multiple languages.

The acquired knowledge can be measured and verified reliably via various methods, including 180° face to face assessments and online tests. Fintelligence is accredited by CISI in the UK, SAQ, SAM and Regservices in Switzerland, and IBF in Singapore.

 

We design modular training programmes and individual coaching sessions in line with your business and organisational needs. Our extensive course catalogue includes programs on Managerial and Business Skills, Client Management Skills, Financial Products & Investment Management, and Ethics, Legal, Risk & Compliance.

We offer recertification and CPD programmes in accordance with CISI in the UK, SAQ in Switzerland, and IBF in Singapore.

References / Client Voices

„The simulated client conversation assessment and feedback provided by Fintelligence was immensely useful. Our team of wealth managers have significantly developed their strengths and overcome their weaknesses in a consistent and sustainable manner. This has had a real impact on how we serve our clients.“

P. K, Head of Wealth Management, Boutique European Bank

 

„Fintelligence was very helpful to us, having our client advisors developed and assessed according to a certification standard that was required by our Management Board. Most of all, I appreciated that Fintelligence was very proactive in understanding our needs and implementing the project according our specific requirements.“

A. M., Head of Business Development, Multinational Wealth Management Firm

 

„We were looking for a reliable partner that can train, assess and certify our very demanding population of client advisors. Fintelligence convinced us with their hands-on approach and their “doer” mentality. We receive a lot of positive feedback from our client advisors.“

B. St., Program Director, Globally operating bank

News

19. April 2021

New e-learning module available on “Sustainability in Banking”

Fintelligence is continuously extending its library. Most recently, it has added the very topical and relevant online module “Sustainability in … read more

7. April 2021

New e-learning module available on “Digitalisation in Banking and Fintech”

Fintelligence is continuously extending its library. Most recently, it has added a very topical and relevant online module:   Many … read more

9. February 2021

Fintelligence Market Study 2021/22 “Challenges and trends in banking in Switzerland”

We are pleased to present you this year’s market study “Challenges and trends in banking in Switzerland”. Once again, we … read more

17. November 2020

Fintelligence is accredited by CISI

We are pleased to announce that Fintelligence has been approved as an endorsed CPD activities provider by CISI. For more … read more

3. August 2020

Proof of knowledge for entry in the Swiss Client Advisor Register

Are you advising Swiss clients on behalf of a financial service provider that is not subject to prudential supervision in … read more

READ MORE NEWS

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