• 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 2022

Topics addressed in Community Event and Research Meeting :

  • Evolved customer journey and opti-channel experience for the Wealth customer
  • ESG value in the Wealth management industry.
  • Alternative investments, crypto assets and new investment opportunities for the Wealth client
  • Data and platforms for innovation in wealth offerings and portfolios

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
10:00 - 13:00
17.03.2022
Evolved customer journey and opti channel experience for the Wealth customer
Dual Mode

The meeting aims to decline the following themes:

  • the value proposition of Wealth Management in the New Normal
  • behavioural Insight Driven Wealth Management
  • opti-channel experiences for customers and bankers

 

14:30 - 16:00
17.03.2022
Presentation of the Research Project | Digital Wealth Management HUB

Illustration of the objectives and working methodologies, sharing and validation with the Research Group

10:00 - 13:00
01.06.2022
ESG value in the Wealth management industry.
Dual Mode

The meeting aims to decline the following themes:

  • the new ESG and performance portfolios
  • analysis of ESG impacts: transparency and metrics
  • Communicating ESG value to customers
14:30 - 16:00
01.06.2022
Presentation of research tools | Digital Wealth Management HUB 2022

Illustration of input models, surveys, data requirements, and sharing and validation with the Research Group

10:00 - 13:00
06.10.2022
Alternative investments, crypto assets and new investment opportunities for the Wealth client
Dual Mode

The meeting aims to decline the following themes:

  • MiCA at work: custody and exchange of crypto assets
  • alternative investment as a diversification lever
  • Crypto assets and cryptocurrencies: the international scenarios
14:30 - 16:00
06.10.2022
Presentation of preliminary findings | Digital Wealth Management HUB 2022

Illustration of preliminary data from the Research Project and sharing and validation with the Research Group

10:00 - 13:00
09.11.2022
Data and platforms for innovation in wealth offerings and portfolios
Dual Mode

The meeting aims to decline the following themes: 

  • the domestic and international WealthTech market;
  • the data-driven synergies of different players in the wealth ecosystem;
  • platforms and new value chain in digital wealth management
14:30 - 16:00
09.11.2022
Final presentation of results | Digital Wealth Management HUB 2022

Illustration of complete analysis, summary considerations, and sharing and validation with the Research Group

Research Insight & Community Outlook

Lo Steering Committee

Partners

Companies and technology partners involved in development.