ROMA (ITALPRESS) – Intesa Sanpaolo starts a new phase of international development in the Wealth Management & Protection with the launch of a distinctive model of advice on International Banks, inspired by Fideuram’s best practices. As announced with the campaign for the new positioning of brand “Bank on the Right Advice”, we read in a note, “a new approach of advanced advisory in Central-Eastern Europe and Egypt, based on personalized advice, long-term relationship with the customer and increased operational flexibility. A further step in the implementation of the Business Plan 2026-29 presented by the CEO and CEO of Intesa Sanpaolo, Carlo Messina”.
The new model has been launched with a first Financial Advisors network operating in Slovakia and Hungary and will be progressively extended to other countries: Croatia, Serbia, Slovenia Romania, Albania, Bosnia and Herzegovina, Moldova, Ukraine, Czech Republic and Egypt. The goal is “to achieve around 1,200 Financial Advisors and 2,500 Relationship Managers at the end of the Business Plan, serving up to about 1 million affluent customers.” The initiative takes advantage of the experience and skills developed by Fideuram, the company that has established in Italy the modern model of financial consultancy representing for over 50 years a point of reference in Wealth Management and Private Banking.
It will leverage advanced technology platforms, such as BlackRock’s Aladdin Wealth, and sophisticated risk analysis models, with the goal of supporting customers in the different market stages. The Financial Advisors “will offer an even closer service to the needs of customers, thanks to greater flexibility of location and time, combining the capacity and knowledge of the local Bank with the potential of a large international group like Intesa Sanpaolo”, reads again. The offer will provide innovative investment, protection and advisory solutions thanks to the support of the Group’s product companies, including Eurizon and Intesa Sanpaolo Assicurazioni, together with strategic partnerships with leading international operators of asset management and protection. “The launch of the Financial Advisors network – says Paola Papanicolaou, Chief of the International Banks Division of Intesa Sanpaolo – marks a further advance in the strategic development of our international banks and strengthens the Group’s role of growth engine outside Italy. A path recently supported by the ‘Bank on the Right Advice’ campaign, which confirms the leadership of Intesa Sanpaolo in the Wealth Management and Protection also on foreign markets, thanks to close collaboration with the Wealth Management Divisions led by Tommaso Corcos.
“Our goal – continues Papanicolaou – is to further increase the level of service and customization in Central-Eastern Europe and Egypt, enhancing the expertise of local distribution networks and accompanying customers in their financial choices as a reliable partner, able to offer clear, responsible and tailored advice, within solid and lasting relationships,” he concludes.
– photo IPA Agency –
(ITALPRESS).
