“CISI certifies more than 50 agents” Funds Society

Funds Society, the leading publication for investment professionals, explains how the Chartered Institute for Securities & Investment (CISI) has certified over 50 11Onze agents.

 

The Chartered Institute for Securities & Investment (CISI), the international certifier of the financial sector, has examined more than 50 agents from the fintech community 11Onze, which is based in London, is aimed at the Catalan market and will soon offer its financial services to individuals and companies.

The 50 or so professionals have received training through the Barcelona-based IFA Financial Institute, a CISI-accredited training centre. The agents have studied the International Introduction to Securities and Investment qualification, recognised by the CNMV to comply with MiFID II, the European directive on markets in financial instruments.

Humanising customer service

In its first phase of the launch, 11Onze has opted for around 50 human agents as an alternative to the artificial intelligence chatbots and call centres that abound in the financial sector for customer service and advice. The team will offer fintech customers personalised information and advice on their personal finances to help them make informed and wise decisions; it is gender-balanced and age-balanced, and is coordinated by Lara de Castro. The bank has introduced the professionals to customers – with whom they share a private social network, La Plaça – through video presentations in which they show their personal and professional profiles and their daily lives.

Chaired by James Sène and with innovation and proximity as its flagship, 11Onze was born thanks to the initiative of nearly 150 founding shareholders and is defined as a digital financial community in which knowledge is shared among peers to achieve financial wellbeing and advice is given to customers to help them plan their financial future successfully. The Catalan fintech aims to empower individuals and SMEs by offering them an alternative to big banking, and to build community by providing them with a platform where they can interact with each other and even do business.

The assessments

CISI’s director in Spain, Rosa Mateus, said: “It gives us immense satisfaction to be able to collaborate in the training of professionals from new players in the sector such as the fintech 11Onze, whom we thank for their trust. From the Spanish office of the Institute, we hope to be able to certify the knowledge of the teams of many more entities in the new digital financial world: neobanks, challenger banks, fintechs, BaaS… The prestige, rigour and value of the CISI brand are within your reach and at your disposal”.

Natàlia Cugueró, Chief Revenue Officer of 11Onze, said: “The appropriate training of our agents, with very diverse profiles, is essential in order to provide an excellent service to our customers and advise them on their financial decisions. We have chosen the CISI to certify our team because of its reputation as a leading professional body in the financial services sector, its reputation and its worldwide presence.”

You can read the original article here:

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  1. alicia Coiduras Charlesalicia Coiduras Charles says:
    alicia

    Molt ben explicat

  2. Joan Santacruz CarlúsJoan Santacruz Carlús says:

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