• 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

I Community Event Digital Wealth Management HUB 2021 - ''Digital wealth strategy: from product selling to value distribution''

20.04.2021 12:00 - 13:00
I Community Event Digital Wealth Management HUB 2021

Event presentation.

Agenda of the day

Interview with individuals
Andrea Coppini
Digital Innovatione and Multichannel Division Manager
Iccrea Cooperative Banking Group
12:30 - 1:00 p.m. | Open Session
Interview with individuals
Fabio Menis
Fraud & Security Intelligence Senior Solution Advisor
SAS
10:00 - 10:15 | Opening remarks | William Marenaci, Research Manager | CeTIF
Interview with individuals
Roberto Di Stefano
Italy Sales Head and EMEA Mobility Sector Head Treasury and Trade Solutions
Citibank
10.15 - 10.45 am | CeTIF Research Scenario "Digital Wealth Strategy: from product selling to value distribution" | Giorgia Brescianini, Research Analyst CeTIF
Interview with individuals
Roberto Di Stefano
Italy Sales Head and EMEA Mobility Sector Head Treasury and Trade Solutions
Citibank
10.45 - 11.15 | Talk by Consob "Digitization tools serving the relationship: the benefits and functionalities of digital advisor tools for a 360° suitability assessment"
Interview with individuals
Roberto Di Stefano
Italy Sales Head and EMEA Mobility Sector Head Treasury and Trade Solutions
Citibank
11.15 - 11.45 a.m. | Case Study by CREDEM | Matteo Gilioli, Head of Products and Services Office Wealth Management
Interview with individuals
Roberto Di Stefano
Italy Sales Head and EMEA Mobility Sector Head Treasury and Trade Solutions
Citibank
- Filippo Cappio | Trust Union
Interview with individuals
Roberto Di Stefano
Italy Sales Head and EMEA Mobility Sector Head Treasury and Trade Solutions
Citibank
11:45 a.m. - 12:30 p.m. | We will discuss this with:
Interview with individuals
Michela Cicenia
Head of Global Banking - Transaction Banking - Milan Branch
- Gianni Bua, Head of Compliance, Organization and Anti-Money Laundering of Arepo BP, Parent Company of the Banking Group | Banca Profilo
Interview with individuals
Roberto Di Stefano
Italy Sales Head and EMEA Mobility Sector Head Treasury and Trade Solutions
Citibank
- Fabiano Fossali, Head of Markets and Products Management | Monte dei Paschi di Siena
Interview with individuals
Roberto Di Stefano
Italy Sales Head and EMEA Mobility Sector Head Treasury and Trade Solutions
Citibank
What a Bank!