• 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

Digital Wealth Management HUB 2024

In-depth topics for the year 2024:

  • OPEN FINANCE FOR WEALTH MANAGEMENT
  • AI, DIGITAL ASSET AND WEALTH-TECH
  • ESG WEALTH MANAGEMENT
  • EVOLVING BRANCH & SMART ADVISORY MODEL

Goals

The route

1
Day 1
Concluded
2
Day 2
Concluded
3
Day 3
Concluded
4
Day 4
Concluded
  • PSD3, FIDA and new data
  • The 'evolution of the customer experience
  • Challenges and opportunities of Wealth services in the Open Finance
10:00 - 13:00
14.03.2024
1ST DIGITAL WEALTH MANAGEMENT HUB - RIS&OPEN FINANCE: TOWARD A NEW ERA IN WEALTH MANAGEMENT?
Dual mode

The meeting aims to decline the following themes:

  • PSD3, FIDA and new data
  • The evolution of the customer experience
  • Challenges and opportunities of Wealth services in the Open Finance
14:00 - 16:00
14.03.2024
1ST RESEARCH MEETING DIGITAL WEALTH MANAGEMENT HUB

Kick Off of the Research Project: presentation of the objectives, methodology and structure of the Research Project including survey and delphi analysis.

  • AI and data for new service models
  • The evolution of digital assets
  • Wealth-tech: what prospects?
10:00 - 13:00
16.05.2024
2ND DIGITAL WEALTH MANAGEMENT - AI, DIGITAL ASSET AND WEALTH-TECH
Dual mode

The meeting aims to decline the following themes:

  • AI and data for new service models
  • The evolution of digital assets
  • Wealth-tech: what prospects?
14:00 - 15:30
16.05.2024
2ND RESEARCH MEETING DIGITAL WEALTH MANAGEMENT HUB

The objective of the meeting is to gather qualitative data to support the Research Project, through the provision of a delphi analysis, collection and comparison of operational experiences. The Working Group will be asked to bring their experience to identify a common industry position

  • ESG data & profile for the client Wealth
  • ESG: impacts on suitability and model portfolios.
  • Communication of ESG impact to the client
10:00 - 13:00
18.09.2024
3RD DIGITAL WEALTH MANAGEMENT HUB - ESG WEALTH MANAGEMENT
Dual mode

The meeting aims to decline the following themes:

  • ESG data & profile for the client Wealth
  • ESG: impacts on suitability and model portfolios.
  • Communication of ESG impact to the client
14:00 - 16:00
18.08.2024
3RD RESEARCH MEETING DIGITAL WEALTH MANAGEMENT HUB

Sharing of preliminary results of the Research Project and discussion of the main evidence.

  • Profitability, potential and sustainability of physical networks
  • Digital, GenAI and the Evolution of the Robo 4 Advisor. 
  • Experiential branches and CJ personalization
10:00 - 13:00
29.10.2024
CROSS COMMUNITY EVENT DIGITAL BANKING + DIGITAL WEALTH MANAGEMENT HUB- EVOLVING BRANCH & SMART ADVISORY MODEL
Dual mode

The meeting aims to decline the following themes:

  • Profitability, potential and sustainability of physical networks
  • Digital, GenAI and the Evolution of the Robo 4 Advisor.
  • Experiential branches and CJ personalization
14:00 - 15:30
29.10.2024
4TH RESEARCH MEETING DIGITAL WEALTH MANAGEMENT HUB

Presentation of final project results, commentary and final validation with the Working Group.

Research Insight & Community Outlook

Lo Steering Committee

Partners

Companies and technology partners involved in development.