ISINConnect was born from the meeting of consolidated experience and innovative vision in the investment certificates sector. Founded by professionals with over twenty years of experience in financial markets, the company has quickly established itself as a reference point for financial advisors seeking excellence and differentiation.
Our story
The idea of ISINConnect was born when a group of industry professionals identified a significant gap in the Italian market: despite the growing importance of investment certificates, there was a lack of specialised support services for financial advisors.
While the market focused on distributing standardised products, we saw the opportunity to create value through specialisation, training and customisation. From this insight, ISINConnect was born: not just a service provider, but a strategic partner for professional growth.
Our mission
To make investment certificates accessible and profitable for every financial advisor, regardless of size or experience, providing the tools, expertise and support needed to excel in this specialised market.
We believe that true innovation in the financial sector doesn’t just come from technology, but from the ability to combine human expertise and digital tools to create concrete value. That’s why we constantly invest in:
- Development of increasingly sophisticated analytical tools
- Continuous training of our team
- Building solid relationships with issuers and partners
- Active listening to advisors’ needs
Our approach
Absolute specialisation
We deal exclusively with investment certificates. This focus allows us to offer a level of expertise that generalists cannot match. Every team member lives and breathes certificates every day.
Total independence
We have no distribution agreements with issuers nor conflicts of interest. Our analyses and recommendations are based solely on product merit and the needs of the advisors we serve.
Continuous innovation
The certificates market evolves rapidly. We anticipate trends, develop new services and constantly adapt our offering to keep our clients at the forefront.
Authentic partnership
The success of advisors using our services is our success. That’s why we don’t just provide tools, but build long-term relationships based on mutual trust and shared objectives.
The team
Complementary skills for a complete service
Our team combines different but complementary profiles, all united by a passion for excellence and innovation in the certificates sector.
Analysis and Research Area
Financial analysts with specific experience in structured products, responsible for weekly selection and development of valuation models.
Training and Support Area
Advisory professionals with direct field experience, dedicated to skills transfer and daily operational support.
Innovation and Development Area
Specialists in financial engineering and issuer relations, focused on creating new exclusive products and services.
Technology Area
Developers and data analysts who translate market complexity into intuitive and powerful tools.
Our numbers
500+
Financial advisors use our services
10,000+
Certificates analysed every week
€200M+
Annual certificate volume managed
98%
Client retention rate
40%
Average growth in certificate business for our clients
Recognition and certifications
ISINConnect operates in compliance with the highest professional standards in the sector. We are active members of the main trade associations and regularly participate in professional training and development initiatives.
The future
We look to the future with ambition and pragmatism. Our objectives include:
- Expansion of customised certificate services
- Development of international strategic partnerships
- Creation of an academy dedicated to advanced training
- Integration of artificial intelligence for predictive analysis
But our main objective remains unchanged: to be the reference partner for every financial advisor who wants to excel in the world of investment certificates.
