• 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

Increasing wealth management attractiveness through digital & ecosystem

26.05.2021 12:00 - 13:00 14:00 - 16:30

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

Presentation of the day

Community event: II Community Event Digital Wealth Management ''Increasing wealth management attractiveness through digital & ecosystem.
Research meeting: 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.

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
Francesco Noviello
Partner, e*Finance consulting Reply
Reply
10:15 - 10:45 am | CeTIF Research Scenario | "Increasing wealth management attractiveness through digital & ecosystem" | Giorgia Brescianini, Research Analyst | CeTIF
Interview with individuals
Luca Filippone
General Manager
Reale Mutua Assicurazioni
11.20 - 11.45 | Case Study | Massimo Antonello Piancastelli, Chairman Of The Board | Yi Tsai Wealth Management Intesa Sanpaolo
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
Francesco Noviello
Partner, e*Finance consulting Reply
Reply
Anna Rita Scotti, Head of Operations and Compliance Italy | Lombard International Assurance SA
Interview with individuals
Luca Filippone
General Manager
Reale Mutua Assicurazioni
Giulio Pellizzone, Resp. CRM Analytics | Banca Mediolanum
Interview with individuals
Luca Filippone
General Manager
Reale Mutua Assicurazioni
Alberto Castelli, China Wealth Management Development - International Subsidiary Banks Division | Intesa Sanpaolo

Research meeting outcome

The appointments of the Digital Wealth Management HUB 2021