MILAN (ITALPRESS) – “We are a people of savers, however our country is largely under the OECD average for financial literacy and there is little awareness about the importance of making medium-long term planning on its savings. Intesa Sanpaolo, the first Italian bank and among the first also in Europe, manages more than 1,400 billion euros of financial assets of the customers, promoting the culture of savings and financial competence with specific initiatives and programs”. Tiziana Lamberti, Head of Sales & Marketing Wealth Management & Protection of the Banca dei Territori di Intesa Sanpaolo, in an interview with TPI. To promote financial awareness “we created Finance Together, the free online training platform accessible to all, customers or non-customers of Intesa Sanpaolo, in which through a series of simple content we help people improve their financial culture – he emphasizes. We provide easy-to-use content for people to manage resources in everyday life, from current accounts to mortgages, investment, funding to insurance protection. All with a simple language and a video-based approach, short quizzes and uncommercial insights, to reach a wide and diverse audience. In fact, the website financeisieme.com is used transversally at a generational level, both by young adults and by Over 65. We make meetings in the branches where we address issues such as digital operations and cybersecurity as well as online seminars to promote financial inclusion and allow people to interact.” Intesa Sanpaolo feels “the responsibility of the trust given to us is strong. The focal point is the transformation of savings in confidence towards the future, a theme that our Ceo, Carlo Messina, remembered a few weeks ago receiving the award as “European Banker of the Year. There is no choice that is always suitable, but – says Lamberti – at every stage of life can meet new needs. The role of the Intesa Sanpaolo manager is fundamental to accompany the customer over time and understand how to change its portfolio thus adapting it to new needs.” A note in the course of the interview also to the importance of women’s economic independence, on which Lamberti intervened, underlining how: Today, more than 40% of Italian women have no current account. It is very important for women to manage their savings: the so-called financial wellbeing must become part of the daily management of each.” Among the priorities is also the theme of supplementary pension, especially for women who have a longer average life expectancy of men, in addition to the attention to financial planning in terms of longevity through a comprehensive and targeted service program, Solution Domani, “to support people to spend a positive and active longevity” says Lamberti. Lamberti underlines the importance of trust as a central value for each relationship. “Our greatest strength is the ability of Intesa Sanpaolo managers to be at the side of customers and to create trust relationships with them. Our customers have been with us on average for over twenty years, it means – he concludes – that we respect and maintain the confidence that they give us over time”.
– press office photos Intesa Sanpaolo – (ITALPRESS).
