Banca e impresa: partner di successo

from Wealth Done! BCC Iccrea si racconta · host We Wealth

Il supporto nella gestione patrimoniale sta diventando fondamentale per una clientela che matura bisogni sempre più complessi da gestire e da soddisfare, sia sulla sfera personale, sia su quella aziendale. Per questa ragione, alcuni istituti bancari hanno deciso di sviluppare una sinergia organizzativa tra le funzioni Wealth & Corporate. È il caso del Gruppo BCC Iccrea che ha scelto di ampliare e innovare la propria offerta con l’obiettivo di affiancare a 360° il cliente imprenditore: nella gestione finanziaria e patrimoniale, personale e aziendale o, per esempio, nella fase (delicatissima) del passaggio generazionale. Massimiliano Spagnolo, responsabile Finanziamenti Strutturati & Consulenza d’impresa e Alessio Guerriero, responsabile Wealth Management hanno raccontato qual è il modello del Gruppo BCC Iccrea, quali sono gli obiettivi e come si sviluppa l'offerta, sia lato Wealth sia Corporate, in questo primo episodio del nuovo podcast “Wealth Done!”.

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This episode was published on July 27, 2023.

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