Poste Italiane offers a wide range of investment services available at the post office, a network of advisors spread throughout the country and also online. “Tailor-made” advice, capable of analysing the saver’s expectations and suggesting the most balanced and diversified investment solutions. Advisors are now ISO 22222 and UNI TS 11348 certified, as reported by several newspapers analysing the growth in the number of financial advisors.
Complex scenario
“In a complicated economic and geopolitical context,” reads Milano Finanza, “ the role of the financial advisor is always essential to assist savers in their investment strategies, and this professional figure is growing stronger month after month.” The figures emerge from the annual report of the OCF, the body that supervises and maintains the register of financial advisors. “As of April 2022,” explains Milano Finanza, “there were 52,267 financial advisors authorised to offer their services outside their offices, up 0.4% on the same period last year and, at the end of 2021, the figure was also up on the end of 2020 at 51,900 (+0.5%).
The role of BancoPosta
“Poste Italiane has also entered the field of financial consultancy,” comments Milano Finanza. “It has announced aiming to have 10,000 professionals by 2024 and has made it known that its BancoPosta financial advisors are ISO 22222 and UNI TS 11348 certified. During this uncertain market phase, they are ready to offer certificates and savings books, as well as policies and funds.” Italia Oggi also highlights the certification obtained by Poste’s advisors: “Poste Italiane deploys a staff of certified professionals to support savers in offering its investment services. This is tailor-made advice, capable of analysing the saver’s expectations and suggesting the most balanced and diversified investment solutions. BancoPosta’s financial advisors are ISO 22222 and UNI TS 11348 certified,” continues Italia Oggi. ‘And this is especially helpful in such a complex phase of the global economy in which the sudden surge in inflation and price tensions must be addressed.”
Certifications
Poste Italiane was the first among large Italian companies to achieve the UNI ISO 22222 and UNI TS 11348 certifications for the Investment advisory service model of financial advisors engaged in the role of personal financial planners. The concurrent certification on purchasing methods also places Poste Italiane among the country’s leading economic and production entities qualified in the sustainable management of purchasing processes and supplier relations.
