• 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

1ST DIGITAL WEALTH MANAGEMENT HUB - RIS&OPEN FINANCE: TOWARD A NEW ERA IN WEALTH MANAGEMENT?

14.03.2024 10:00 - 13:00 Dual mode

Event presentation.

The meeting aims to decline the following themes:

  • PSD3, FIDA and new data
  • The evolution of the customer experience
  • Challenges and opportunities of Wealth services in the Open Finance

Agenda of the day

date: 14.03.2024
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: 14.03.2024
time: 10:15:00
Joel Rivera
Research Analyst
Cetif
RIS&Open Finance: toward a new era in wealth management?
date: 14.03.2024
time: 10:45:00
Antonia Manzini
FinTech Division Milan
Bank of Italy
Scenario by Bank of Italy
date: 14.03.2024
time: 11:15:00
Daniela Costa
Senior Economist and Advisor Economic Studies Office.
CONSOB
Scenario by Consob
date: 14.03.2024
time: 11:30:00
Ivano Sebastiano Brullo
Project Portfolio Manager
Iccrea Cooperative Banking Group
Roberto Arosio
Head of Investments and Wealth Management Banca Aletti- Gruppo Banco BPM
Aletti Bank
Stefano Aldrovandi
Board member, head of BU Core banking and BU Wealth Management
Cherry Bank
Tavola rotonda