• 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.

Event

Evolved customer journey and opti channel experience for the Wealth customer

17.03.2022 10:00 - 13:00 Dual Mode
I Community Event Digital Wealth Management HUB

Event presentation.

The first event of our Digital Wealth Management Community is dedicated to the evolved customer journey and opti channel experience for the Wealth customer

The meeting aims to decline the following themes:

  • the value proposition of Wealth Management in the New Normal
  • behavioural Insight Driven Wealth Management
  • opti-channel experiences for customers and bankers

 

Agenda of the day

date: 17.03.2022
time: 10:00:00
Chiara Frigerio
Professor of Business Organization and Secretary General Cetif
Università Cattolica del Sacro Cuore
Opening of the proceedings by Prof. Chiara Frigerio
date: 17.03.2022
time: 10:15:00
Giorgio Ciaponi
Research Manager
Cetif
Evolved customer journey and opti-channel experience for the Wealth customer
date: 17.03.2022
time: 10:45:00
Paola Papanicolaou
Executive Director - Group Head of Transformation
Intesa Sanpaolo
Intesa Sanpaolo scenario: evolved customer journey and opti-channel experience
date: 17.03.2022
time: 11:15:00
Antonello Di Mascio
Staff Ceo Poste Vita Group
Poste Vita
Andrea Zanzottera
Head of Data Intelligence & CVM
Widiba Bank
Round Table