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23/05/2024 Banking Innovation

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Finanza Insieme: Impara, Capisci....Agisci

Innovation presentation

Finanza Insieme is a free platform for developing financial awareness. It is dedicated to all our clients and to anyone who comes into contact with our initiatives. This new platform is an ESG initiative by Intesa Sanpaolo to support people improve your financial awareness. Finanza Insieme is divided into 6 experiences, each focused on a specific area of need, from savings to retirement, with over 300 pieces of content and 150 exercises aimed at understanding the thoughts, emotions, and habits that influence our choices when it comes to our money. And, with this awareness, helping people understand how they can make better financial decisions based on their needs and desires. This is really important and in line with the ESG objectives of the project, because more aware people make more informed choices and improve their financial habits. Finanza Insieme is born with the contribution of a group of experts from various disciplines and research areas, including demography, behavioral finance, anthropology, decision-making and behavioral design. The goal is to shape a project proposal consistent with OECD recommendations on financial literacy, with competencies distributed among knowledge, behaviors, and attitudes. Finanza Insieme offers a proposal of contents and tools useful for building people's financial well-being and their active role as citizens in contributing to the prosperity of the communities they live in. The experience in Finanza Insieme is guided by a personal profile that is nurtured by tests and exercises aimed at recognizing and understanding temperaments and emotional traits that most influence one's decision-making processes. Qualitative indicators become more refined through interactions that individuals progressively engage in on the platform, responding to quizzes and questions about the situations presented. Each person can then assess the results achieved in their profile's progress and configure their own path for recommending the proposed content.

Uniqueness of the project

A single platform (strictly separated from the commercial proposal of Intesa Sanpaolo) for various financial needs (savings, investment, risk, insurance, retirement, credit) where everyone can actively educate and train themselves with content, exercises, and tests designed with immersive features and gamification principles that help objectify progress and the awareness individuals develop.

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