• 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.

  • 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

Developing a sustainable offering

07.10.2021 12:00 - 13:00 14:00 - 16:30

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

Presentation of the day

Community event: III Community Event Digital Wealth Management '' Developing a sustainable offering''
Research meeting: 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.

Agenda of the day

Research meeting outcome

The appointments of the Digital Wealth Management HUB 2021