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

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.

Customized talent strategy benchmarked against market leaders

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.

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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.

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

 

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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.

Excerpt from our client register

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Try our e-learning

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

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