• 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.

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    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

THE WEALTH CUSTOMER OF THE FUTURE

08.06.2023 10:00 - 13:00 10:00 - 13:00

Presentation of the day

Community event: The wealth customer of the future

The meeting aims to decline the following themes:

ESG investment preferences

customer phygital approach 

new financial behaviors

Research meeting: Qualitative Analysis (Delphi) | Digital Wealth Management HUB 2023

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

Agenda of the day

date: 08.06.2023
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: 08.06.2023
time: 10:15:00
Alessandro Galbarini
Research Analyst
Cetif
The wealth customer of the future
date: 08.06.2023
time: 10:45:00
Daniela Costa
Senior Economist and Advisor Economic Studies Office.
CONSOB
ESG Preferences - Authority overview
date: 08.06.2023
time: 11:15:00
Antonello Di Mascio
Staff Ceo Poste Vita Group
Poste Vita
The wealth manager's puzzle
date: 08.06.2023
time: 11:45:00
Alberto Boccaccio
Director Operations
Cesare Ponti Bank
Marco Cimini
Digital Platforms
Banca Generali
Nicola Viscanti
Head of Advisors
Widiba Bank
Round Table

Partners

Companies and technology partners involved in development.

The appointments of the Digital Wealth Management HUB 2023