The Fintelligence e-learning platform consists of online modules that covering all the banking, finance, and bank-compliance topics a client advisor needs to be familiar with.
The modules are practice-oriented and include real-life examples. They are available in German, French, English, and Italian and comprise the following:
Banking & Finance Suite
The Banking & Finance Suite focuses on more than 75 modules in the fields of Investment, Finance and Macroeconomics. READ MORE
Bank Compliance Suite
The Bank Compliance Suite includes all topics relevant to a modern organization: Anti-Money Laundering, Data Security, Code of Conduct, Cross Border, AEOI, FATCA, FinSA and MiFID II. READ MORE
Wealth Planning Solutions
The Fintelligence Wealth Planning Solutions Suite adresses relevant legal and tax issues, retirement planning and international wealth planning. READ MORE
Customization as an option
As a financial institution you are free to select and configure the online modules. In close collaboration with you, we align the curriculum thoroughly to your specific business context and requirements. If you wish, we can also add your own bank-specific content (e.g. own-brand financial products or Compliance directives) to the curriculum.
Reliable measurement of learning progress
Online tests – with multiple choice questions randomly chosen from a comprehensive pool of questions – reliably track the learning progress over time. By setting pre-defined learning aspiration levels, we enable you and your client advisors to credibly assess the acquired banking knowledge. In addition, you, as a financial institution can carry out a certification of your client advisors. This may be managed internally on your own or by mandating Fintelligence.
Personalised learning, time- and location-independent
The Fintelligence E-learning platform and its online modules are designed to enable client advisors to acquire relevant banking knowledge in a personalized manner, i.e. at their own pace and wherever they wish to. It also allows tracking the learning progress at any time, offering you certainty that your client advisors have acquired the required know how.
Regular update of the contents
To make sure that the client advisors are exposed to the most current and relevant content, Fintelligence updates the modules in regularly and includes the latest insights and trends from practice and theory.
The online modules of the Fintelligence e-learning platform can be processed on fixed desktop stations as well as on portable devices such as tablets and smartphones. The modules have been developed with the Crealogix authoring tool Stage and can be administered perfectly by Crealogix learning management system Tracker. Thanks to the Scorm interface the contents can also be integrated into learning management systems of alternative suppliers. Your own technical specifications can be reviewed by us to ensure compatibility with third-party systems.