Case Study Banca Generali


Case Study

Training at Banca Generali, the first private bank, unique in terms of service value, innovation and sustainability.

Banca Generali Private si prende cura del patrimonio delle famiglie tramite consulenti di grande esperienza e valore. La banca si caratterizza per l’unicità della sua offerta, che abbraccia prodotti bancari, soluzioni d’investimento, advisory e servizi esclusivi e personalizzati nell’ambito del wealth management, con una particolare attenzione all’innovazione digitale.

People working together

HCMS Products Implemented

Overview

Industry

Finance

Before

  • Searching for an integrated training management approach
  • Need for a channel with innovative and digitised services to communicate with their people and encourage their development
  • Great attention to the tracking of training activities, especially in the MiFID and IVASS areas

After

  • Management of training events through the portal (traditional training, webinar, eLearning)
  • Availability of a Library with videos, documents, podcasts, webinars, etc. for the development and training of people
  • Promotion of "core" training projects using the high configurability functions of the portal
  • Automated communication and reporting for the monitoring of training activities

Testimonials

Massimiliano S.

Resp. Servizio Formazione Commerciale ed Istituzionale – Banca Generali

“With Alveria we are able to manage training processes in a flexible and effective way. The system is constantly evolving to meet every need and new project, launched for the development of the professionalism of our Financial Advisors and Employees. "

In a highly competitive sector, Banca Generali was looking for a partner capable of responding to training challenges quickly and with a panel of “smart” and highly innovative services, to offer to employees and financial advisors.

Banca Generali ha scelto il Modulo «Training Management System» perché ha saputo declinare e sviluppare un sistema snello e adeguato alle esigenze emergenti nell’ambito del mobile e smart working. Dai Webinar ai corsi online, ai podcast il Modulo di Alveria è oggi il Portale di riferimento per lo sviluppo delle competenze di tutto il personale di Banca Generali.