Do you have untapped potential because your client advisors are not quite up to scratch?
With Fintelligence, good advisors develop to top advisors – through practical, engaging training that is independent of time and place.
Customized, sustainable and effective personnel development solutions for financial institutions
You aim to:
- raise the knowledge and enhance skills of your employees to a consistently high level.
- ensure a uniform and high level of expertise through efficient and customized learning solutions.
- as member of management: Have meaningful data available at all times on the level of knowledge, development, and learning success.
Fintelligence is your partner for sustainable learning solutions that empower your employees – and move your institution strategically forward.
The way financial institutions successfully develop their talent
How effective is your talent strategy?
We work with more than 50 financial institutions from around the world and regularly survey and evaluate aspirations and trends in this field as part of our Global Talent Development Survey.
The online learning platform for financial institutions—interactive, practical, and goal-oriented
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.
Learn more on our online learning platform in the brief video.
More than 100 online modules in the areas of banking, finance, compliance, and wealth management
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.
Learning programs that take into account your employees’ individual strengths and development areas
No off-the-shelf training: With Fintelligence, learning content is tailored to the role, level, and progress of each individual. This helps teams learn more effectively. Managers can track development at any time.
- Individually tailored: Content aligns with each specific requirements of every individual
- Regular refreshers: Knowledge is reinforced continuously and stays up to date
- Transparent development: Learning progress and results are always traceable
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 to 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
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