• 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 2025

In-depth topics for the year 2025

  • GENERATIVE AI FOR WEALTH MANAGEMENT
  • RIS & OPEN FINANCE: REGULATORY IMPACT
  • RE-INVENTING THE BANK DISTRIBUTION
  • ESG FINANCIAL PRODUCTS

Goals

The route

1
Day 1
2
Day 2
Next
3
Day 3
4
Day 4
  • From Robo4Advisor to GenAI: the use cases
  • Explainability and monitoring of generated content
  • ETF platforms, Digital Assets: a challenge for Wealth Banking
10:00 - 13:00
15.04.2025
1ST DIGITAL WEALTH MANAGEMENT HUB - GENERATIVE AI FOR WEALTH MANAGEMENT
Dual-mode

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
14:00 - 16:30
15.04.2025
1ST RESEARCH MEETING DIGITAL WEALTH MANAGEMENT HUB 2025

 

  • RIS & Open Finance: Regulatory impact
  • The platforms of consulting, bancassurance and SMA
  • Private Market and consulting: regulatory and tax profiles
10:00 - 13:00
24.06.2025
2ND DIGITAL WEALTH MANAGEMENT HUB - RIS & OPEN FINANCE: REGULATORY IMPACT
Dual-mode

The meeting aims to decline the following themes:

  • Opportunities for new financial and wealth services
  • The new challenges of financial advice and bancassurance
  • Value-for-money at work
14:00 - 16:30
24.06.2025
2ND RESEARCH MEETING DIGITAL WEALTH MANAGEMENT HUB 2025

 

  • Traditional, hybrid, digital branches and new physical points of contact
  • New distribution models: self banking and Embedded Finance
  • Branch, external networks and territorial preservation
10:00 - 13:00
09.10.2025
CROSS COMMUNITY EVENT DIGITAL BANKING HUB + DIGITAL WEALTH MANAGEMENT HUB: RE-INVENTING THE BANK DISTRIBUTION
Dual-mode

The meeting aims to decline the following themes: 

  • Traditional, hybrid, digital branches and new physical points of contact
  • New distribution models: self banking and Embedded Finance
  • Branch, external networks and territorial preservation
14:00 - 16:30
09.10.2025
3RD RESEARCH MEETING DIGITAL WEALTH MANAGEMENT HUB 2025
  • Update on RIS & Open Finance
  • Sustainability preferences for customer wealth
  • ESG Greenwashing and reputational risk
10:00 - 13:00
26.11.2024
4TH DIGITAL WEALTH MANAGEMENT HUB - ESG FINANCIAL PRODUCTS
Dual-mode

The meeting aims to decline the following themes:

  • ESG content in financial products
  • Sustainability preferences for customer wealth
  • ESG Greenwashing and reputational risk

 

14:00 - 16:30
26.11.2025
4TH RESEARCH MEETING DIGITAL WEALTH MANAGEMENT HUB 2025

Lo Steering Committee