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Research

Digital wealth strategy: from product selling to value distribution

20.04.2021 12:00 - 13:00 14:00 - 16:30

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

Presentation of the day

Community event: I Community Event Digital Wealth Management HUB 2021 - ''Digital wealth strategy: from product selling to value distribution''
Research meeting: 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.

Agenda of the day

Interview with individuals
Andrea Coppini
Digital Innovatione and Multichannel Division Manager
Iccrea Cooperative Banking Group
12:30 - 1:00 p.m. | Open Session
Interview with individuals
Fabio Menis
Fraud & Security Intelligence Senior Solution Advisor
SAS
10:00 - 10:15 | Opening remarks | William Marenaci, Research Manager | CeTIF
Interview with individuals
Roberto Di Stefano
Italy Sales Head and EMEA Mobility Sector Head Treasury and Trade Solutions
Citibank
10.15 - 10.45 am | CeTIF Research Scenario "Digital Wealth Strategy: from product selling to value distribution" | Giorgia Brescianini, Research Analyst CeTIF
Interview with individuals
Roberto Di Stefano
Italy Sales Head and EMEA Mobility Sector Head Treasury and Trade Solutions
Citibank
10.45 - 11.15 | Talk by Consob "Digitization tools serving the relationship: the benefits and functionalities of digital advisor tools for a 360° suitability assessment"
Interview with individuals
Roberto Di Stefano
Italy Sales Head and EMEA Mobility Sector Head Treasury and Trade Solutions
Citibank
11.15 - 11.45 a.m. | Case Study by CREDEM | Matteo Gilioli, Head of Products and Services Office Wealth Management
Interview with individuals
Roberto Di Stefano
Italy Sales Head and EMEA Mobility Sector Head Treasury and Trade Solutions
Citibank
- Filippo Cappio | Trust Union
Interview with individuals
Roberto Di Stefano
Italy Sales Head and EMEA Mobility Sector Head Treasury and Trade Solutions
Citibank
11:45 a.m. - 12:30 p.m. | We will discuss this with:
Interview with individuals
Michela Cicenia
Head of Global Banking - Transaction Banking - Milan Branch
- Gianni Bua, Head of Compliance, Organization and Anti-Money Laundering of Arepo BP, Parent Company of the Banking Group | Banca Profilo
Interview with individuals
Roberto Di Stefano
Italy Sales Head and EMEA Mobility Sector Head Treasury and Trade Solutions
Citibank
- Fabiano Fossali, Head of Markets and Products Management | Monte dei Paschi di Siena
Interview with individuals
Roberto Di Stefano
Italy Sales Head and EMEA Mobility Sector Head Treasury and Trade Solutions
Citibank
What a Bank!

Research meeting outcome

The appointments of the Digital Wealth Management HUB 2021