• 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

GENAI 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
Research meeting: 2nd RESEARCH MEETING DIGITAL WEALTH MANAGEMENT HUB 2026

Agenda of the day

Research meeting outcome

The appointments of the Digital Wealth Management HUB 2026