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OTP Bank Romania launches OTP Mentor, a complete financial counselling programme

Autor: Bancherul.ro
2011-06-29 16:56

OTP Bank Romania launches OTP Mentor, a complete financial counselling programme, addressing all those who want to streamline their financial resources.

OTP Mentor has two components, managing thus to address all customer typologies, from the busiest ones, who prefer to manage their personal budgets online, to those who choose to ask the support of the counsellors from bank units.

Thus, www.dresoruldelei.ro platform is the online component of OTP Mentor programme, by means of which those who access it free-of-charge can develop an action plan in line with their own objectives.

Once the first step is made, the customer has the option to set a meeting with a financial counsellor of OTP Bank Romania, who will help him/her to detail an action plan developed according to the customer’s profile and lifestyle and adjusted to his/her marital status: marriage, birth of a child etc.

“We live times when the saving culture is becoming an obligation which every one of us must assume.
There are various saving methods, as there are also various options to increase our revenues. What we intend, through the OTP Mentor programme, is to correctly inform the customers about these methods and help them streamline their financial resources. In addition to the online platform, which is the first step in initiating a saving culture, we provide the customers with a team of advisors specially prepared to help them, by conducting detailed financial customers profile analysis, based on which they can subsequently propose an adapted financial plan, as well as a range of products meant to contribute to success of the plan”, declared László Diósi, CEO OTP Bank Romania.

OTP Mentor provides those interested with a series of advantages like:

- Analysis of the current financial situation and of the personal objectives for which they are already saving money;
- Analysis of the goals and development of an action plan to achieve these goals;
- Implementation of the action plan, using products and services corresponding to their personal profile and objectives;
- Adaptation of the investment plan according to how their lifestyle and objectives are changed.

OTP Bank Romania is a subsidiary of OTP Bank, the largest independent banking group from Central and Eastern Europe. OTP Bank provides universal services in Hungary, Romania, Montenegro, Croatia, Bulgaria, Russia, Ukraine, Slovakia and Serbia for more than 12 million customers, through a territorial network of over 1500 units, the ATM network and electronic channels.

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