• 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.

  • 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

The route

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Day 1
2
Day 2
Next
3
Day 3
4
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
10:00 - 13:00
21.04.2026
1ST COMMUNITY EVENT DIGITAL WEALTH MANAGEMENT HUB 2026 - LONGEVITY FINANCE & NEW WEALTH SERVICES
Dual-mode

The meeting aims to decline the following themes:

  • The evolution of individual asset management in longevity
  • The role of insurance and pension counseling
  • Harmonization of tax regimes for financial and insurance products
14:00 - 16:00
21.04.2026
1ST RESEARCH MEETING DIGITAL WEALTH MANAGEMENT HUB 2026
  • GenAI in investment services and client relationship
  • Customer knowledge: toward asset and value analysis
  • Synthetic and open data for the Wealth of the Future
10:00 - 13:00
16.06.2026
2ND COMMUNITY EVENT DIGITAL WEALTH MANAGEMENT HUB 2026 - GENAI & DIGITAL IN WEALTH MANAGEMENT
Dual-mode
14:00 - 15:30
16.06.2026
2ND RESEARCH MEETING DIGITAL WEALTH MANAGEMENT HUB 2026
  • Physical, digital, remote networks: the new network configurations
  • Integrated service models and experience: the value of proximity
  • Generational network turnover and retention strategies
10:00 - 13:00
17.09.2026
CROSS COMMUNITY EVENT DIGITAL WEALTH MANAGEMENT HUB + DIGITAL BANKING HUB 2026 - BEYOND THE BRANCH: BUILDING THE OPTICHANNEL BANK
Dual-mode

The meeting aims to decline the following themes:

  • Physical, digital, remote networks: the new network configurations
  • Integrated service models and experience: the value of proximity
  • Generational network turnover and retention strategies
14:00 - 16:00
17.09.2026
3RD RESEARCH MEETING DIGITAL WEALTH MANAGEMENT HUB 2026
  • 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
10:00 - 13:00
22.10.2026
4TH COMMUNITY EVENT DIGITAL WEALTH MANAGEMENT HUB 2026 - TOWARDS THE NEW WEALTH REGULATION
Dual-mode

The meeting aims to decline the following themes:

  • RIS @ work
  • SIU: European savings accounts and new services
  • MICAR and the effects on the digital token economy
14:00 - 15:30
22.10.2026
4TH RESEARCH MEETING DIGITAL WEALTH MANAGEMENT HUB 2026

Lo Steering Committee