• 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 2023

In-depth topics for the year 2023:

  • DISRUPTIVE TECHNOLOGIES FOR A DIGITAL WEALTH
  • THE WEALTH CUSTOMER OF THE FUTURE
  • DIGITAL HUMANIZATION IN BANKING SERVICES
  • WEALTH OFFERING 2023: BETWEEN ESG, DIGITAL AND INSURANCE

Goals

 

The route

1
Day 1
Concluded
2
Day 2
Concluded
3
Day 3
Concluded
4
Day 4
Concluded
10:00 - 13:00
14.03.2023
Disruptive Technologies for a Digital Wealth
Dual Mode

The meeting aims to decline the following themes:

  • Robo4Advisor & Portfolio Management
  • AI, data and in the customer relationship
  • DEFI and Metaverse: what role for wealth?
14:00 - 16:30
14.03.2023
Presentation of the Research Project | Digital Wealth Management HUB 2023

Presentation of the structure, methodology, goals and surveys of the Research Project. The objective of the session is to receive feedback from the Working Group on the direction of the activity. 

10:00 - 13:00
08.06.2023
The wealth customer of the future

The meeting aims to decline the following themes:

ESG investment preferences

customer phygital approach 

new financial behaviors

10:00 - 13:00
08.06.2023
Qualitative Analysis (Delphi) | Digital Wealth Management HUB 2023

Presentation of the activity, delphi analysis, collection of experiences from institutions, open session and closing session

To foster the exchange of perspectives and interaction between different areas, each HUB includes a Cross Community Event, through which members of two different HUBs, both speakers and participants, converge on the same morning with the aim of offering different and complementary viewpoints on shared topics.

The Digital Wealth Management HUB and Digital Banking HUB communities will meet on this occasion.

10:00 - 13:00
26.09.2023
Digital Humanization in Banking Services
Dual Mode

The meeting aims to decline the following themes:

  • The use of digital to enhance the relationship in branch, agency and physical points
  • Augmented Intelligence and data support to the manager
  • The manager's new responsibilities and certifications
14:00 - 16:30
26.09.2023
Presentation of Preliminary Findings | Digital Wealth Management HUB 2023

The objective of the meeting is to discuss the preliminary findings of the survey delivered at the Research Group and to gather feedback from the participants at the working table.

10:00 - 13:00
17.10.2023
Wealth offering 2023: between ESG digital and insurance
Dual Mode

The meeting aims to decline the following themes:

  • New ESG offering
  • Club deals, alternative investments and the role of cryptoassets
  • Evolution of protection and health for the wealth segment
14:00 - 16:30
17.10.2023
Final presentation of results | Digital Wealth Management HUB 2023

The purpose of the meeting is to present and discuss the final results of the survey with the Research Group.

Research Insight & Community Outlook

Lo Steering Committee

Partners

Companies and technology partners involved in development.