Fintelligence

HQ Address

Aabachstrasse 8, 6300 Zug, Switzerland

Website Address

www.fintelligence.ch

Connect with Fintelligence
Business introduction

Individual, tailor-made, sustainable and effective

You are a financial institution that wants to maintain the expertise of your employees at a consistently high level

Corporate goal
Fintelligence offers customized and individualized services in personnel and organizational development for financial service providers. In particular, Fintelligence focuses on development measures and training for customer advisors, team leaders and middle and back office staff of banks.

Fintelligence is accredited in Switzerland by SAQ (Swiss Association for Quality) and VSV (Association of Swiss Asset Managers), by CISI (Chartered Institute for Securities & Investment) in the UK and by IBF (Institute of Banking and Finance) in Singapore.

Offer
Fintelligence offers training and development programs with selected experienced trainers, coaches and experts for the purpose of further developing bank employees (private banking, wealth management, corporate banking and retail banking):

  • Programs to promote dialogue and negotiation skills in customer consultations;
  • Programs to develop and strengthen leadership and strategic decision-making skills;
  • Programs to acquire and
    deepen professional skills, e.g. in investment categories, credit management, economics, wealth planning, law and taxes as well as bank compliance (e.g. anti-money laundering (AML) or FIDLEG);
  • Programs to increase professionalism in working life
    and resource resilience.

All development measures include knowledge acquisition sequences and testing opportunities. The programs offered by Fintelligence are approved by SAQ as re-certification measures.

Fintelligence Solutions

Banking Compliance E-Learning Courses

Individualisation as an option You as financial institution are free in the selection and composition of the online modules. In close collaboration with you, we align the curriculum thoroughly to your individual business situation and requirements. If you wish, we can also add your own specific contents (e.g. own-brand financial products......

business needs
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Banking & Finance Courses

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....

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CPD & SAQ Recertification

You have successfully completed the SAQ certification as a ‚bank client advisor‘ less than three years ago. Before the certificate expires, you would like to extend your certification for another three years. Fintelligence offers you an efficient and attractive recertification option. What recertification measures do we offer? Fit for FinSA With the introduction......

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Swiss Certification

Do you as a client advisor want to stay abreast in banking and financial markets and want to have this testified by a certificate? Fintelligence offers you a wide range of banking topics to prepare you for the certification exam in a process customized to your specific needs. Which certifications do......

business needs
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