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    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

Cetif Summit

November 10, 2027 10:00 a.m. – 4:00 p.m.
Pio XI Auditorium | Università Cattolica in Milan, Largo Gemelli 1

Distribution 2027: Client Expectations and Flexibility of Service Models in the Age of Agents

Presentation of the summit

Distribution and service models in the financial and insurance sectors are being called upon to embrace new flexibility and ecosystem-wide openness: AI-powered agents, hyper-personalization, phygital channels, and distribution agreements are reshaping the relationship with customers throughout the entire customer journey. The “ summit ” brings together sales, marketing, and distribution leaders to discuss how to innovate physical and digital networks, leverage data for proactive engagement, and adapt to the new relational norms of younger generations.

Topics covered:

  • Proactive Engagement and Hyper-Personalization: Agentic AI and the Next Best Experience
  • Phygital and Optichannel: Rethinking Physical and Digital Channels to Enable Flexible Service Models
  • Agentic AI as a Strategic Lever for Networks and Agencies: KPI, Augmented Consulting, and Customer Interaction
  • From Gen X to Gen Z: New Relationship Codes and embedded finance
  • Consulting ecosystems for client longevity and lifestyle from an omnichannel perspective

 

Sessions