• 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

Phygital distribution & service models

30.11.2023 10:00 - 13:00 Dual Mode

Event presentation.

  • Omnichannel UX management and the role of the corporate manager
  • Agency organizational and operational models for corporate banking
  • Enabling technologies and approaches: digital onboarding, signature systems, process automation, CRM, data platform

Agenda of the day

date: 30.11.2023
time: 10:00:00
Paolo Gatelli
Senior Research Manager
Cetif
Opening of the proceedings by Dr. Paolo Gatelli
date: 30.11.2023
time: 10:15:00
Giovanni Gatti
Research Analyst
Cetif
Phygital distribution & service models
date: 30.11.2023
time: 10:45:00
Anna Carbonelli
Head of Solution for SMEs
Intesa Sanpaolo
Case Study by Intesa Sanpaolo
date: 30.11.2023
time: 11:15:00
Jacopo Benucci
Senior Vice President, Head of Corporate Service Model
UniCredit Bank
Joseph Marino
Director Corporate & SME Northwest
BNL BNP Paribas
Fabio Negri Jametti
Head of Corporate Planning & Marketing
Banco BPM
Giuseppe Pignatelli
Business Division Manager
Banca Progetto
Round Table