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Research

GENAI & DIGITAL IN WEALTH MANAGEMENT

16.06.2026 10:00 - 13:00 14:00 - 15:30 Dual-mode
  • GenAI in investment services and client relationship
  • Customer knowledge: toward asset and value analysis
  • Synthetic and open data for the Wealth of the Future

Presentation of the day

Community event: 2nd COMMUNITY EVENT DIGITAL WEALTH MANAGEMENT HUB 2026 - GENAI & DIGITAL IN WEALTH MANAGEMENT

The meeting aims to decline the following themes:

  • GenAI in investment services and client relationship
  • Customer knowledge: toward asset and value analysis
  • Synthetic and open data for the Wealth of the Future
Research meeting: 2nd RESEARCH MEETING DIGITAL WEALTH MANAGEMENT HUB 2026

The session will explore the topics raised during the Community Event in greater depth, through the validation of specific statements and a subsequent open discussion. 

Agenda della giornata

Date: June 16, 2026
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: June 16, 2026
time: 10:15:00
Arturo Patarnello
Lecturer in Economics of Financial Intermediaries
Cetif
GENAI & DIGITAL IN WEALTH MANAGEMENT
Date: June 16, 2026
time: 10:45:00
Cristina Bertozzi
Deputy General Manager of Digital Transformation
Crédit Agricole Italy
Philip Casolari
Head of Private and Retail Wealth Management
Crédit Agricole Italy
Case study by Crédit Agricole Italia
Date: June 16, 2026
time: 11:15:00
Marco Cimini
Head of Digital Platforms
Banca Generali
Roberto Merli
CFO & CAIO
Allianz Bank Financial Advisors
Open Session | facilitate discussion

Research meeting outcome

The appointments of the Digital Wealth Management HUB 2026