{"id":2209126,"date":"2026-10-20T09:27:00","date_gmt":"2026-10-20T06:27:00","guid":{"rendered":"https:\/\/analyse.optim.biz\/?p=2209126"},"modified":"2026-10-20T09:27:00","modified_gmt":"2026-10-20T06:27:00","slug":"bcr-devine-prima-banca-din-romania-care-ofera-consultanta-de-investitii-digital-direct-in-platforma-g","status":"publish","type":"post","link":"https:\/\/analyse.optim.biz\/?p=2209126","title":{"rendered":"BCR devine prima banc\u0103 din Rom\u00e2nia care ofer\u0103 consultan\u0163\u0103 de investi\u0163ii digital, direct \u00een platforma G"},"content":{"rendered":"

[analyse_image type=”featured” src=”https:\/\/storage0.dms.mpinteractiv.ro\/media\/1\/1481\/22466\/23263863\/1\/ecran-din-george-consultanta-in-investitii-002.jpghttps:\/\/storage0.dms.mpinteractiv.ro\/media\/1\/1481\/22466\/23263863\/1\/ecran-din-george-consultanta-in-investitii-002.jpg”]<\/p>\n

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BCR devine prima banc\u0103 din Rom\u00e2nia care ofer\u0103 clien\u0163ilor persoane fizice consultan\u0163\u0103 de investi\u0163ii la scar\u0103 larg\u0103, \u00een conformitate cu reglement\u0103rile MiFID II, direct pe platforma George.<\/p>\n

Clien\u0163ii pot primi informa\u0163ii de la peste 700 de consultan\u0163i de investi\u0163ii din unit\u0103\u0163ile BCR pentru \u00een\u0163elegerea procesului \u015fi a recomand\u0103rilor generate.<\/p>\n

\u201e\u00cen Rom\u00e2nia exist\u0103 milioane de oameni care economisesc, dar \u00eenc\u0103 prea pu\u0163ini care investesc. De multe ori, principala barier\u0103 este lipsa \u00eencrederii \u015fi dificultatea de a \u00een\u0163elege ce i se potrive\u015fte fiec\u0103ruia, mai mult dec\u00e2t lipsa banilor. De aceea, am construit un model de consultan\u0163\u0103 care combin\u0103 expertiza uman\u0103, educa\u0163ia financiar\u0103 \u015fi tehnologia\u201d, a declarat Dana Dima Demetrian, Vicepre\u015fedinte Executiv Retail & Private Banking, BCR.<\/p>\n

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Te-ar putea interesa \u0219i:<\/span><\/div>\n<\/div>\n

\u00centr-o pia\u0163\u0103 cu acces bogat la informa\u0163ii, oamenii se confrunt\u0103 paradoxal cu provocarea volumului foarte mare de date disponibile despre instrumente financiare, randamente, costuri, evolu\u0163ia pie\u0163elor \u015fi opinii uneori contradictorii. Devine, astfel, dificil pentru clien\u0163i s\u0103 filtreze informa\u0163iile, s\u0103 le pun\u0103 \u00een context \u015fi s\u0103 identifice ceea ce este relevant pentru propriile obiective.<\/p>\n

Pe platforma de digital banking a BCR, clientul completeaz\u0103 chestionarul de adecvare privind experien\u0163a \u015fi cuno\u015ftin\u0163ele sale \u00een investi\u0163ii, obiectivele financiare, situa\u0163ia financiar\u0103 \u015fi toleran\u0163a la risc. Pe baza r\u0103spunsurilor, este stabilit profilul de investitor \u015fi sunt recomandate produsele de investi\u0163ii adecvate profilului s\u0103u \u015fi orizontului de investi\u0163ie (termen scurt, mediu sau lung), printr-un flux 100% digital.<\/p>\n

\u00cen plus, \u00een discu\u0163ia cu un consultant, clientul poate primi sprijin pentru a-\u015fi structura obiectivele financiare, pentru a \u00een\u0163elege principiile relevante pentru o decizie de investi\u0163ii, rolul unui chestionar de adecvare \u015fi modul \u00een care recomandarea este generat\u0103 pe baza informa\u0163iilor furnizate \u00een proces.<\/p>\n

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[analyse_source url=”https:\/\/www.zf.ro\/zf-24\/bcr-devine-prima-banca-din-romania-care-ofera-consultanta-de-investitii-digital-direct-in-platforma-george-23263863″]<\/p>\n","protected":false},"excerpt":{"rendered":"

[analyse_image type=”featured” src=”https:\/\/storage0.dms.mpinteractiv.ro\/media\/1\/1481\/22466\/23263863\/1\/ecran-din-george-consultanta-in-investitii-002.jpghttps:\/\/storage0.dms.mpinteractiv.ro\/media\/1\/1481\/22466\/23263863\/1\/ecran-din-george-consultanta-in-investitii-002.jpg”] BCR devine prima banc\u0103 din Rom\u00e2nia care ofer\u0103 clien\u0163ilor persoane fizice consultan\u0163\u0103 de investi\u0163ii la scar\u0103 larg\u0103, \u00een conformitate cu reglement\u0103rile MiFID II, direct pe platforma George. Clien\u0163ii pot primi informa\u0163ii de la peste 700 de consultan\u0163i de investi\u0163ii din unit\u0103\u0163ile BCR pentru \u00een\u0163elegerea procesului \u015fi a recomand\u0103rilor generate. \u201e\u00cen Rom\u00e2nia exist\u0103 […]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[89],"tags":[226,28],"class_list":["post-2209126","post","type-post","status-publish","format-standard","hentry","category-romania","tag-crawlmanager","tag-zf-ro"],"_links":{"self":[{"href":"https:\/\/analyse.optim.biz\/index.php?rest_route=\/wp\/v2\/posts\/2209126","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/analyse.optim.biz\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/analyse.optim.biz\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/analyse.optim.biz\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/analyse.optim.biz\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=2209126"}],"version-history":[{"count":0,"href":"https:\/\/analyse.optim.biz\/index.php?rest_route=\/wp\/v2\/posts\/2209126\/revisions"}],"wp:attachment":[{"href":"https:\/\/analyse.optim.biz\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=2209126"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/analyse.optim.biz\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=2209126"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/analyse.optim.biz\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=2209126"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}