Marco Pisoni

Piattaforme Digitali presso Banca Generali

Legnano, Lombardy, Italy

About

I work at the intersection of business, technology and people. Over the past years I have designed, developed and rolled out digital platforms used daily by financial advisors and business professionals, with a strong focus on data integration, usability (UX/UI) and real adoption. My experience covers the full lifecycle of digital tools: – translating business needs into functional requirements – working with IT and external vendors – improving user experience through simple and effective interfaces – supporting rollout, training and day‑to‑day adoption – monitoring usage through reporting and actionable insights What really defines my profile is not just “product”, but making products work in real life. I enjoy working close to users, understanding how tools are actually used, and continuously improving processes to simplify complexity. I am comfortable in regulated and structured environments, but I always aim for pragmatic, human‑centered solutions. Currently open to Product, Digital Platforms, Adoption or Delivery roles, ideally in hybrid or remote settings, where quality of life, clarity and impact matter.

Experience

  • Banca Generali (17 yrs 9 mos)
    • Product & Digital Platforms Lead - Financial Advisory & Wealth Platforms
      Feb 2025 - Present · 1 yr 5 mos

      – Led the design and evolution of digital platforms supporting financial advisors in managing clients’ financial, real estate and business assets – Translated complex business and advisory needs into clear functional requirements for IT teams and external vendors – Focused on data integration, calculation methodologies and information visualization to improve usability and decision making – Worked closely with users to improve UX/UI, creating mock‑ups and simplifying complex workflows – Supported platform rollout through training, documentation and continuous user support – Collaborated with sales managers and internal stakeholders to drive adoption and effective usage – Developed managerial reporting to monitor platform usage, activation and engagement

    • Head of Advisors' Front End Development, Wealth Management
      Oct 2008 - Present · 17 yrs 9 mos

      Advisory Team and support Financial Advisor, Strategic Marketing in Asset Management Office Wealth Management, Advisors' Front End Development

  • Coordinator of Buy Out commission and quantitative support to Tax & Legal and Research Office at AIFI
    Nov 2007 - Jul 2008 · 9 mos

    AIFI – Italian Association of Private Equity and Venture Capital – coordinator of Buy Out Commission and “Infrastrutture e Sviluppo territoriale” one, quantitative support to Tax & Legal and Research Office