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Fintelligence provides tailor-made and personalized services in personnel and organizational development for financial services providers. In particular, Fintelligence focusses on offering development measures and trainings for personnel in banking. Fintelligence is accredited by SAQ (Swiss Association for Quality) for all six client advisor programs, by SAM (Swiss Association of Asset Managers), by CISI in the United Kingdom and IBF in Singapore. Fintelligence offer training and development programmes with our team of subject matter experts, experienced trainers and leading coaches aimed at the development of financial services professionals (Private Banking, Wealth Management, Corporate Banking and Retail Banking). Our programmes can help to: - Enhance dialogue and negotiation skills in client advisory meetings; - Develop and consolidate leadership and strategic decision-making skills; - Acquire and deepen professional skills, e.g. in investment categories, credit management, economics, wealth planning, legal framework and taxes, and banking compliance (e.g. AML or FinSA); - Instil professionalism in working life and resource resilience. All development measures include knowledge acquisition sequences as well as assessment opportunities. The programmes offered by Fintelligence are approved as recertification measures by SAQ. Fintelligence maintains a comprehensive online learning and online testing/assessment platform on more than 100 relevant topics in banking, finance, wealth solutions, legal framework, taxes, client advisory and bank compliance. The platform is available in four languages, covering more than 2500 screen views and is continuously updated and expanded. Recently, modules on the topics of digitalisation, family office and sustainability in banking were added to the offering. Fintelligence is a registered stock corporation under Swiss law. It is headquartered in Zug, Switzerland. The company has offices in Zurich, London and Singapore.

Company Details

Employees
21
Founded
-
Address
Aabachstrasse 8, Zug,6300,switzerland
Industry
Business Consulting And Services
NAICS
Management, Scientific, and Technical Consulting Services
Management Consulting Services
Other Scientific and Technical Consulting Services
Other Management Consulting Services
HQ
Zug
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AFG completes Fintelligence acquisition - Mortgage Professional America

AFG completes Fintelligence acquisition Mortgage Professional America

Fintelligence creates national sales team with key hires - The Adviser

Fintelligence creates national sales team with key hires The Adviser

Moneytech partners with Fintelligence to power more tailored commercial lending solutions for brokers and SMEs - AdviserVoice

Moneytech partners with Fintelligence to power more tailored commercial lending solutions for brokers and SMEs AdviserVoice

Former Fintelligence CEO Chris Slater takes on Australia's promising M&A market - Australian Broker News

Former Fintelligence CEO Chris Slater takes on Australia's promising M&A market Australian Broker News

Fintelligence adds Moneytech to commercial panel - The Adviser

Fintelligence adds Moneytech to commercial panel The Adviser

Fintelligence expands sales team - Mortgage Professional America

Fintelligence expands sales team Mortgage Professional America

Recludo Group taps former Fintelligence CEO - Australian Broker News

Recludo Group taps former Fintelligence CEO Australian Broker News

AFG dabbles in fintech - intelligentinvestor.com.au

AFG dabbles in fintech intelligentinvestor.com.au

AFG now fully owns Fintelligence - The Adviser

AFG now fully owns Fintelligence The Adviser

Fintelligence CEO steps down after 16 years with AFG - Mortgage Professional America

Fintelligence CEO steps down after 16 years with AFG Mortgage Professional America

AFG snaps up majority stake in Fintelligence - Mortgage Professional America

AFG snaps up majority stake in Fintelligence Mortgage Professional America

New leader appointed for asset finance aggregator - The Adviser

New leader appointed for asset finance aggregator The Adviser

AFG acquires major asset finance aggregator - Australian Broker News

AFG acquires major asset finance aggregator Australian Broker News

Fintelligence CEO announces resignation - The Adviser

Fintelligence CEO announces resignation The Adviser

AFG appoints Chris Slater, Them Lam to new roles - Mortgage Professional America

AFG appoints Chris Slater, Them Lam to new roles Mortgage Professional America

AFG CEO reflects on big week of acquisitions - Australian Broker News

AFG CEO reflects on big week of acquisitions Australian Broker News

AFG acquires aggregator - The Adviser

AFG acquires aggregator The Adviser

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