Private banking: digital specialist to spread digital culture
Fideuram Intesa Sanpaolo Private Banking, in line with the Intesa Sanpaolo Group's Business Plan, is focusing on digital to ensure:
- an improved level of customer service
- greater relationship efficiency.
To this end, 2019 saw the creation of Digital Specialists, i.e. the Digital Ambassadors who help spread and develop online channels within the Fideuram, Sanpaolo Invest and IW Private Investments networks.
Thanks to their work:
- the network digitisation index increased from 22% in 2019 to 94.8% in 2024
- around 90% of completed transactions are now totally paperless.
Digital Specialists are super-users who work with corporate functions in implementing new applications: local point of reference on digital issues, they play a key role in supporting digital training.
More than 250 Digital Specialists are currently active throughout Italy and each of them assists, on average, 22 financial advisors.
"At Fideuram Intesa Sanpaolo Private Banking we have the professionalism and ideas to drive this change. The function of the Digital Specialists – financial advisors who are point of reference in spreading digital culture within our company, figures in whom we want to continue to invest in the future – should be understood in this light”
Fabio Cubelli, Co-General Manager of Fideuram Intesa Sanpaolo Private Banking
Fideuram Intesa Sanpaolo Private Banking offers dedicated training projects to Digital Specialists and brought 230 of them from all over Italy together for a day of meeting and discussion on artificial intelligence and its impact on asset allocation, as well as on the relationship between finance, ethics and artificial intelligence.
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Last updated 2 July 2024 at 12:10:51
