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

You are a financial institution that aspires to advance the know-how of your employees to consistent and high levels.

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

The unique Fintelligence e-learning and e-assessment platform enables financial professionals to acquire relevant, practical and measurable skills whenever and wherever they like. Our platform has over 100 online modules covering topics such as financial instruments, financial planning, portfolio management, corporate banking, economic analysis and compliance. The platform consists of more than 2500 screen views and is continuously updated and upgraded. It is available in multiple languages.

The acquired knowledge can be measured and verified reliably via various methods, including 180° face to face assessments and online tests. Fintelligence is accredited by CISI in the UK, SAQ, SAM and Regservices in Switzerland, and IBF in Singapore.

We design modular training programmes and individual coaching sessions in line with your business and organisational needs. Our extensive course catalogue includes programs on Managerial and Business Skills, Client Management Skills, Financial Products & Investment Management, and Ethics, Legal, Risk & Compliance.

We offer recertification and CPD programmes in accordance with CISI in the UK, SAQ in Switzerland, and IBF in Singapore.

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

News

27. February 2024

Fintelligence expands the online learning offering by introducing modular e-learning SAQ recertifications

Discover the Fintelligence modular e-learning offering available for all SAQ profiles, and customize individual recertification package based on the topics … read more

19. May 2023

Fintelligence expands the online learning offering by introducing modules on «ESG»

The Fintelligence online library has been further expanded by a comprehensive series of modules on ESG within the financial industry, … read more

30. March 2023

Fintelligence expands the online learning offering by introducing modules on the new «Swiss Federal Act on Data Protection (FADP)»

Fintelligence expands the online learning offering by introducing modules on the new «Swiss Federal Act on Data Protection (FADP)» The … read more

27. September 2022

New e-learning course available on “Crypto”

Fintelligence is continuously extending its library. Most recently, we have added the topic “Crypto”. The topic consists of four modules … read more

30. August 2022

22 Sep, 6.30 pm at The Westin Singapore: Fintelligence Talent Forum on Learning and Development in the Post-pandemic era at Financial Services Institutions

Hear about the trends in learning and development in the post-pandemic era. Understand how digitalization and new social trends will … read more