• 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 2026

In-depth topics for the year 2026:

  • LONGEVITY FINANCE & NEW WEALTH SERVICES
  • GENAI IN WEALTH MANAGEMENT
  • BEYOND THE BRANCH: BUILDING THE OPTICHANNEL BANK
  • TOWARDS THE SAVINGS AND INVESTMENT UNION

Goals

In-depth topics for the year 2026:

  • LONGEVITY FINANCE & NEW WEALTH SERVICES
  • GENAI IN WEALTH MANAGEMENT
  • BEYOND THE BRANCH: BUILDING THE OPTICHANNEL BANK
  • TOWARDS THE SAVINGS AND INVESTMENT UNION

The route

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Day 2
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Day 3
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Day 4
  • The evolution of individual asset management in longevity
  • The role of insurance and pension counseling
  • Harmonization of tax regimes for financial and insurance products
  • GenAI in investment services and client relationship
  • Customer knowledge: toward asset and value analysis
  • Synthetic and open data for the Wealth of the Future
  • Physical, digital, remote networks: the new network configurations
  • Integrated service models and experience: the value of proximity
  • Generational network turnover and retention strategies
  • New markets and market tools
  • European savings accounts and the new services of the Wealth industry. 
  • MICAR and the effects on the digital token economy

Lo Steering Committee