• 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.

Research

GENERATIVE AI FOR WEALTH MANAGEMENT

15.04.2025 10:00 - 13:00 14:00 - 16:30 Dual-mode
  • From Robo4Advisor to GenAI: the use cases
  • Explainability and monitoring of generated content
  • The value of GenAI for the Wealth Advisor

Presentation of the day

Community event: 1ST DIGITAL WEALTH MANAGEMENT HUB - GENERATIVE AI FOR WEALTH MANAGEMENT

The meeting aims to decline the following themes:

  • From Robo4Advisor to GenAI: the use cases
  • Explainability and monitoring of generated content
  • The value of GenAI for the Wealth Advisor
Research meeting: 1ST RESEARCH MEETING DIGITAL WEALTH MANAGEMENT HUB 2025

Agenda of the day

Research meeting outcome

The appointments of the Digital Wealth Management HUB 2025