• 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

CROSS COMMUNITY EVENT DIGITAL BANKING + DIGITAL WEALTH MANAGEMENT HUB- EVOLVING BRANCH & SMART ADVISORY MODEL

29.10.2024 10:00 - 13:00 Dual mode

Event presentation.

The meeting aims to decline the following themes:

  • Profitability, potential and sustainability of physical networks
  • Digital, GenAI and the Evolution of the Robo 4 Advisor.
  • Experiential branches and CJ personalization

Agenda of the day

date: 10/29/2024
time: 10:00:00
Paolo Gatelli
Senior Research Manager
Cetif
Opening of the proceedings by Dr. Paolo Gatelli
date: 10/29/2024
time: 10:15:00
Camilla Spinella
Research Analyst
Cetif
Evolving Branch & Smart Advisory Model
date: 10/29/2024
time: 10:45:00
Maurice Lisi
Head of Direct Channel
BPER Bank
Scenario by BPER Bank
date: 10/29/2024
time: 11:15:00
Intervention by TIM
date: 10/29/2024
time: 11:45:00
Marta Giaretta
Marketing Director
Mediobanca Premier
Tiziana Lamberti
Executive Director Head of Sales & Marketing Management Wealth Management & Protection
Intesa Sanpaolo
Round Table