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SBI partners with FPSB India to certify 236,000 employees in financial planning.

Jun 23, 2025

Contract Type

partnership

GurgaonFinancial ServicesFinanceFintechLendingBanking

Description

State Bank of India has established a strategic partnership with FPSB India to integrate the Certified Financial Planner certification for its workforce of 236,000 employees. The initiative aims to standardize financial planning services across SBI's network, enhancing advisory capabilities for its diverse clientele.

Company Information

Company

State Bank of India

Location

Gurgaon, Haryana, India

About

State Bank of India is the largest Indian Public Sector Banking & Financial Services Company. Headquartered in Mumbai, our national presence across the country with over 22,000 branches and globally across all time-zones at 227 locations in 30 countries, makes us the leader in the sector. Our legacy ranges back to the British era through the Imperial Bank of India, founded in 1806. Today, we are a conglomerate employing skilled professionals who are successfully taking the legacy forward through our specialized and customized financial services designed to cater the needs of Corporates, SMEs, NRIs & Retail customers.

Related People

Vikash
Senior decision-maker at this company
••••••••@••••••••

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Predictive Intelligence
Strategic

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Agreement Insights

What this usually means
Strategic partnership established
Partnership agreements typically involve technology integration and joint go-to-market strategies

State Bank of India signed a new agreement. Fundz surfaces partnerships and contracts as they are announced.

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Fundz is a real-time business intelligence platform powered by agentic AI that proactively delivers personalized daily signals, including funding rounds, executive changes, M&A activity, 13F institutional filings, SEC 8-K events, investor activity, and website modifications, based on each user's watchlist and ICP. A trusted data source at firms such as BlackRock, Oracle, Kleiner Perkins, LinkedIn, HubSpot, and Cloudflare, Fundz democratizes the institutional-grade intelligence that previously required a PitchBook or Bloomberg terminal. Features include FundzWatch™ for automated website change detection, Daily Briefing for AI-powered daily briefings, and unified cross-signal alerts across 281,000+ organizations. Developers and data teams can access these signals programmatically via the Fundz Funding Data API, with transparent published pricing.