• 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 2021

industry: BANKING

Topics addressed in Community Event and Research Meeting :

  • Digital wealth strategy: from product selling to value distribution
  • Increasing wealth management attractiveness through digital & ecosystem
  • Developing a sustainable offering
  • Individualized & innovative products

Goals

The Digital Wealth Management HUB targets the Marketing and Sales, Wealth, Distribution Networks, Organization, It & Innovation areas of financial institutions. The Community aggregates expertise from specialized areas in order to make networking effective and the exchange of know-how among peers profitable. Participants' skills and experiences in strategic and digital transformation projects contribute to the value of the HUB's operational tables and outputs.

The route

1
Day 1
Concluded
2
Day 2
Concluded
3
Day 3
Concluded
4
Day 4
Concluded

Among the day's topics: New service and distribution models in digital competition; Digital Global Advisory: beyond the limits of 'traditional offerings; Empower Digitalization among bankers and customers

12:00 - 13:00
20.04.2021
I Community Event Digital Wealth Management HUB 2021 - ''Digital wealth strategy: from product selling to value distribution''
14:00 - 16:30
20.04.2021
I Research Meeting ''Digital Wealth strategy: from product selling to value distribution''

The goal of Research Meeting is to stimulate discussion and debate among participants.
The approach is Active Lab, which leverages established methodologies such as Design Thinking and Instant Survey, aimed at building shared and concrete outputs.

Among the day's topics: Redefining the online and offline experience with the Brand; AI & Behavioural Insight: new Social Marketing strategies; Cross-fertilization with complementary industries

12:00 - 13:00
26.05.2021
II Community Event Digital Wealth Management ''Increasing wealth management attractiveness through digital & ecosystem
14:00 - 16:30
26.05.2021
II Research Meeting ''Increasing wealth management attractiveness through digital & ecosystem''

The goal of Research Meeting is to stimulate discussion and debate among participants.
The approach is Active Lab, which leverages established methodologies such as Design Thinking and Instant Survey, aimed at building shared and concrete outputs.

Among the day's topics: ESG &SRI: valuing assets, society and the environment; Sustainable Insight and transparency: from selling to reporting; Financial education on sustainability for clients and advisors

12:00 - 13:00
07.10.2021
III Community Event Digital Wealth Management '' Developing a sustainable offering''
14:00 - 16:30
07.10.2021
III Research Meeting ''Developing a sustainable offering''

The goal of Research Meeting is to stimulate discussion and debate among participants.
The approach is Active Lab, which leverages established methodologies such as Design Thinking and Instant Survey, aimed at building shared and concrete outputs.

Among the day's topics: Individualization through Life Cycle & Goal Based product development; Illiquid tools for expanding offerings: Private Equity & Debt, Art and Real Estate; Asset Management & Distribution in the new frontier of

11:00 - 13:00
04.11.2021
IV Community Event Digital Wealth Management HUB 2021 ''Individualized & Innovative products''
14:00 - 16:30
04.11.2021
IV Research Meeting "Individualized & innovative products"

The goal of Research Meeting is to stimulate discussion and debate among participants.
The approach is Active Lab, which leverages established methodologies such as Design Thinking and Instant Survey, aimed at building shared and concrete outputs.

Research Insight & Community Outlook

Lo Steering Committee

Community HUB