• 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.

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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

Data and platforms for innovation in wealth offerings and portfolios

09.11.2022 10:00 - 13:00 Dual Mode
IV Community Event Digital Wealth Management HUB

Event presentation.

The fourth event of our Digital Wealth Management HUB Community is dedicated to "Data and Platforms for Innovation in Wealth Offerings and Portfolios."

The meeting aims to decline the following themes: 

  • the domestic and international WealthTech market;
  • the data-driven synergies of different players in the wealth ecosystem;
  • platforms and new value chain in digital wealth management

Agenda of the day

date: 09.11.2022
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: 09.11.2022
time: 11:15:00
Ivano Sebastiano Brullo
Project Portfolio Manager
Iccrea Cooperative Banking Group
Case Study by ICCREA
date: 09.11.2022
time: 11:45:00
Luca Bortolan
Direct Bank Manager
Fideuram
Matthew Cassiani
Head of Analysis Office
Optima SIM
Lella Russo
Director of Advisory and Investment Center
Monte dei Paschi di Siena Bank Group
Round Table