Case Study Banca Generali

Case Studies

Banca Generali

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

Banca Generali Private takes care of families' assets through advisors of great experience and value. The bank is characterised by the uniqueness of its offering, which encompasses banking products, investment solutions, advisory and exclusive, customised wealth management services, with a particular focus on digital innovation.

HCMS Modules
Implemented: Training Management System

Overview

Sector

FINANCE

Before

  • Researching an approach for integrated training management
  • Need for a channel with innovative and digitalized services to communicate with their resources and foster their development
  • Great attention to the tracking of training sessions, especially in the MiFID and IVASS areas

After

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

Testimonials

Maximilian S.

Head of Commercial and Institutional Training Service - Banca Generali

"With Alveria, we manage training processes flexibly and effectively. The system is constantly evolving to meet every need and support every new project that is launched for the professional development of our Financial Advisors and Employees."

In a highly competitive sector, Banca Generali was looking for a partner able to respond to the challenges of training quickly and with a panel of "smart" and highly innovative services to offer employees and financial advisors.

Banca Generali has chosen the «Training Management System» module because it has been able to design and develop a streamlined and adequate system for emerging needs in the field of mobile and smart working. From Webinars to online courses and podcasts, the Alveria Module is today the reference portal for developing the skills of all Banca Generali personnel.