IDEON Financial Services is a strategic and product innovation partner to financial institutions.
Ideon partners with institutions in the North America and Europe out of offices in San Antonio, TX (US), Madrid (Spain), Geneva (Switzerland). Our professionals have extensive expertise in retail finance, IT and markets.
We assist our partners in distributing innovative and profitable products to their retail customer base, both through custom strategic consulting engagements and through our proprietary product white-labeling platforms:
- RateGuard®: a hedging platform for small and medium sized businesses (interest rate, foreign exchange, inflation and commodities) and retail mortgages
- CHOICE®: a funding platform for high net worth and retail customers (banking and insurance products)
Ideon has trained more than 15,000 sales managers that have sold 168,000
products through 20 programs with our partners. This represents product
volume of over $100 Billion in notional value.