Iterata Finance Platform

Overall Concept

In general, each person has the following needs or will be contacted with at least one of them in the future

Furnishings, mortgage

Financing of a home:

Educational events

Financing education and training for oneself and family members (in the future on a private basis)

Health events

Financing health events (own and family members)

In addition to the areas of private pension plans, pension funds, AHV, IV, death, the areas of education and health will be decisive in the next few years as the new business areas of the banks. It is therefore important to start thinking today about how these strategic business areas can be developed in the future. In concrete terms, we need to derive specific measures from these circumstances and developments. Since many people are reluctant to take out a loan for education and health, this opens up opportunities to develop and offer suitable offers (solutions).



Version:0.1 / Last update: 05.03.2021 - 14:29