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Research

Evolved customer journey and opti-channel experience for the Wealth customer

17.03.2022 10:00 - 13:00 14:30 - 16:00 Dual Mode

Presentation of the day

Community event: Evolved customer journey and opti channel experience for the Wealth customer.

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

 

Research meeting: Presentation of the Research Project | Digital Wealth Management HUB

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

Agenda of the day

date: 17.03.2022
time: 10:00:00
Chiara Frigerio
Professor of Business Organization and Secretary General Cetif
Università Cattolica del Sacro Cuore
Opening of the proceedings by Prof. Chiara Frigerio
date: 17.03.2022
time: 10:15:00
Giorgio Ciaponi
Research Manager
Cetif
Evolved customer journey and opti-channel experience for the Wealth customer
date: 17.03.2022
time: 10:45:00
Paola Papanicolaou
Executive Director - Group Head of Transformation
Intesa Sanpaolo
Intesa Sanpaolo scenario: evolved customer journey and opti-channel experience
date: 17.03.2022
time: 11:15:00
Antonello Di Mascio
Staff Ceo Poste Vita Group
Poste Vita
Andrea Zanzottera
Head of Data Intelligence & CVM
Widiba Bank
Round Table

Research meeting outcome

Partners

Companies and technology partners involved in development.

The appointments of the Digital Wealth Management HUB 2022