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 solutions

You are a financial institution that aspires …

… to develop the expertise of your employees to consistent and high levels

… to address the heterogeneity of know-how among your employees

… to be ready and expose your employees to new topics such as crypto, fintech, ESG, and new trends in society, compliance and regulations

… to implement customized and efficient learning solutions to address the inconsistency of know-how among your employees

… to provide senior management with reliable figures on current level of expertise of employees and the expected growth and learning success in the future

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

Comprehensive and interactive online learning platform

The unique Fintelligence e-learning and e-assessment platform enables financial professionals to acquire relevant, practical and measurable skills whenever and wherever they like.

More than 100 online modules cover topics such as financial instruments, financial planning, portfolio management, corporate banking, economic analysis and bank compliance.

The platform consists of more than 3000 screen views and is continuously updated and extended, most recently with a comprehensive ESG, crypto assets and family office offering.

Modules are interactive and include videos, simulations, and links to a variety of sources, and are available in multiple languages. E-assessments allow progressive inhouse testing of employees’ know-how and their learning progress.

Learn more on our online learning platform in the brief video.

Fintelligence course catalogue

The Fintelligence course catalogue consists of onsite-programs and online-modules in the four main areas of expertise:

Managerial and Business Skills
Client Management Skills
Financial Products & Investment Management
Ethics, Legal, Compliance & Risk

All programs and online modules contain assessments and tests and are available in several languages, primarily in English, French, German and Italian.

To the course catalogue

Adaptive Learning elements in learning programs

Adaptive learning has the potential to significantly change the way education and personnel development work – our programs take full account of the learner’s individuality and actual situation.

We recognize the learner’s strengths and potential and can take advantage of this knowledge to reliably design individual learning paths and make them available to the learner immediately. This opens up unimagined opportunities for learners to develop critical competencies efficiently and effectively.

Our platform compiles reliable reports so that top management, line managers or HR are fully aware of the development of departments, teams, and individuals at all times.