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Event

2ND COMMUNITY EVENT DIGITAL WEALTH MANAGEMENT HUB 2026 - GENAI & DIGITAL IN WEALTH MANAGEMENT

16.06.2026 10:00 - 13:00 Dual-mode
Cetif Via Olona 2, Milan | Boardroom

Event presentation.

 

The meeting aims to decline the following themes:

  • GenAI in investment services and client relationship
  • Customer knowledge: toward asset and value analysis
  • Synthetic and open data for the Wealth of the Future

Agenda of the day

Date: June 16, 2026
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: June 16, 2026
time: 10:15:00
Arturo Patarnello
Lecturer in Economics of Financial Intermediaries
Cetif
GENAI & DIGITAL IN WEALTH MANAGEMENT
Date: June 16, 2026
time: 10:45:00
Cristina Bertozzi
Deputy General Manager of Digital Transformation
Crédit Agricole Italy
Philip Casolari
Head of Private and Retail Wealth Management
Crédit Agricole Italy
Case study by Crédit Agricole Italia
Date: June 16, 2026
time: 11:15:00
Marco Cimini
Head of Digital Platforms
Banca Generali
Roberto Merli
CFO & CAIO
Allianz Bank Financial Advisors
Open Session | facilitate discussion