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Assistenza WISE

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Your useful numbers

Toll-free number

From Italy: 800 22 55 77

From abroad: +39 06 45560210

Da lunedì a venerdì dalle 8:30 alle 22. Il sabato dalle 9 alle 17.

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From Italy: 800 822 056

From abroad: +39 02 60843768

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From Italy: 800 992 100

From abroad: +39 02 3498 0176

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From Italy: 800 955 981

From abroad: +39 02 349 80147

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for Classic Credit Cards, from Monday to Friday, from 8:00 to 22:00,
For Gold Credit Cards, 24/7.

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ISO-WISE

Global consultancy

OPEN ACCOUNT

Advertising message for promotional purposes. For full details of the terms and conditions of the products and services advertised, please consult Info Factsheets and the pre-contractual policy statement available from the Transparency Section of bancawidiba.it.

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Certification: a guarantee of quality

A global, integrated approach to putting your needs first

ISO-WISE consultancy opens the door to a process of financial, economic and personal wealth planning certified according to the UNI-ISO (UNI 11348:2018) standard.

Our financial advisors’ skills are certified by a challenging training course and a final exam with an external, independent accreditation body (UNI ISO 22222: 2008).

We listen to all your needs, whether simple or complex, with competence and professionalism. We plan your asset allocation in a global perspective, taking into account your lifestyle, your needs, your goals and their sustainability.

Planning in line with your needs

Understanding and projecting

An objective analysis of the present: the starting point to outline your vision of the future.

  • A relationship of profound understanding that translates into a structured and specific statistical diagnosis in response to the questions “who are you”, “what are you like” and “what do you have

  • Needs analysis, to analyse and respond to your specific financial needs

  • Global analysis of your financial and real estate assets, held with Banca Widiba and with third parties

Planning and programming

  • Consultancy proposal and detailed recommendations based on the information collected and on your profile, your knowledge of the investment world and your risk propensity

  • Definition of a customised investment strategy and creation of a portfolio based on a scientific approach

Analyse and verify

  • Monitoring and analysis of portfolio performance to determine the status quo

  • Detailed reports providing a clear picture of your situation

  • Maximum transparency throughout, and consistent sharing of results

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Everything you see in this photo is certified. In Banca Widiba, so is the person portrayed.

Find out more

Move the cursor over the image to find out more about ISO-WISE consultancy

Certified consultancy to achieve your investment goals while protecting your assets.

ISO-WISE certified advisors throughout Italy.

Shed light on the path to fulfilling your goals with your certified advisor.

certified financial advisor

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Proven skills, combined with advanced technology and processes, guarantee a Global Advisory service in line with international ISO quality standards.

A certified consulting service to guarantee clear, transparent processes and results.

Certified consultancy: looking closely to see afar.

Switch to Banca Widiba

The guarantee of a certified process

  • All the quality of the ISO standard

  • A global approach that includes analysis of real estate, business and assets held with third parties

  • Clear, comprehensive, user-friendly reports

Advertising message for promotional purposes. For full details of the terms and conditions of the products and services advertised, please consult Info Factsheets and the pre-contractual policy statement available from the Transparency Section of bancawidiba.it.