Financial Education Program Qorus Banking Innovation Awards 2021

Submitted by

Banca Widiba

Premium
29/06/2021 Banking Innovation
For financial culture and awareness
Innovation details
Country
Italy
Category
Social, Sustainable & Responsible Banking
Keyword
Financial advice & Robo-advisory, ESG & Sustainability

Innovation presentation

Banca Widiba has always promoted culture and awareness in the management of savings. Informed people can achieve their life goals consistent with their needs. To do this, Banca Widiba has set up and built an articulated Financial Education Program which consists of many moments of disclosure, through different channels and methods. The main objective is to allow people - customers and the market - to create their own financial culture, approaching issues that are often considered too complex, with the aim of being able to face the financial choices of every day in a serene manner. Through the skills of its financial advisors, Banca Widiba oversees the issue of financial education with a series of initiatives: - Events sponsored by MEF: financial disclosure events held during the month of financial education - October / November 2020 - "Effetto Consulenza" Roadshow: 8 streaming events with the participation of Widiba Area Managers - February / March 2021 - Podacast series with Il Sole 24 Ore: "Present! At the school of financial education" - December 2020 / February 2021 - Special project with Io Donna: "Financial education: the guide you were waiting for." - January / March 2021 - Ask Widiba: Facebook direct with experts from various sectors and Widiba financial advisors to answer users' economic and financial questions - June / December 2020 - Professione Finanza: free webinars for clients with the participation of various professionals on issues related to the daily world of the investors - October / November 2020 - WoW Events - Women of Widiba - 8 webinars with the participation of Alexa Pantanella for the enhancement of financial advice of women - November / December 2020

Want to keep reading?

Become a Qorus member to get access to all our innovations

Interested in learning more?

Qorus has a library of almost 8,000 innovation case studies across critical areas like customer experience, sustainability, marketing & distribution and more that can be used to inform your decision-making.

Related Content