• Membership

    More than 30,000 professionals make up the ecosystem of Cetif: we facilitate the meeting and exchange between banks, insurers and companies in an academic Center, competent and independent environment to share knowledge, experience and strategies on the most innovative drivers of change.

  • Research

    16 Research Hubs focused on dynamics of strategic evolution, regulatory updates, organizational and process practices, and the effects of digitization: we study innovation trends and best practices and share them with our communities.

  • Events

    Over 60 events including Main events (Workshop and Summit) and Community events (related to research activities) and Webinar: we bring together banks, insurance companies and businesses for shared growth on trends and challenges to outline innovative development strategies.

academy

Digital Wealth Management

Advanced Training Course
1-4 DAYS. ONLINE
November 9 and 10, 2021
Università Cattolica - AULA C212, via Carducci, 28/30 - Milan
Early bird
-20%
With enrollment by
27.10.2021
Closing date for entries: 23.08.1970
What are the main service models offered in Wealth Management and why are they substitutable?
Date
November 9 and 10, 2021
Industry
BANKING
Subject areas
Payments, Lending, CIB & Wealth
To whom it is addressed
The program is intended for managers working in financial services in Banks, SGRs, SIMs or Financial Advisors and in particular those belonging to the functions:
  • Financial consulting and portfolio management
  • Digital Innovation
  • Strategic Marketing
  • Product Innovation and Business Development
  • Commercial Distribution
  • High potential and anyone at any level of the company who is interested in learning more about the topics that will be covered in the course.
Formative Objectives.
  • Understand the main service models offered in Wealth Management and why they are substitutable.
  • To provide an overview of the impact of FinTech digital innovation in the world of Wealth management for both practitioners and companies.
  • Highlight the difference in services offered by incumbents and digital start-ups.
  • Understand the main service models offered by robot advisors internationally and analyze the first offerings in Italy.
The format

Course Schedule.

Partners

Companies and technology partners involved in development.

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