• 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.

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    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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Research

GENERATIVE AI AND NEW TREND FOR WEALTH MANAGEMENT

15.04.2025 10:00 - 13:00 14:00 - 16:00 Dual-mode
  • From Robo4Advisor to GenAI: the use cases
  • Explainability and monitoring of generated content
  • ETF platforms, Digital Assets: a challenge for Wealth Banking

Presentation of the day

Community event: 1st DIGITAL WEALTH MANAGEMENT HUB - GENERATIVE AI AND NEW TREND FOR WEALTH MANAGEMENT

The meeting aims to decline the following themes:

  • From Robo4Advisor to GenAI: the use cases
  • Explainability and monitoring of generated content
  • ETF platforms, Digital Assets: a challenge for Wealth Banking
Research meeting: 1ST RESEARCH MEETING DIGITAL WEALTH MANAGEMENT HUB 2025

The objectives, methodology and structure of the Research Project 2025 including benchmarks and market view will be presented. The objective of the session is to receive feedback from the Working Group on the direction of the activity.

Agenda of the day

date: 04/15/2025
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: 04/15/2025
time: 10:15:00
Arturo Patarnello
Lecturer in Economics of Financial Intermediaries
Cetif
GENERATIVE AI AND NEW TREND FOR WEALTH MANAGEMENT
date: 04/15/2025
time: 10:45:00
Antonia Manzini
Deputy Head Milan Fintech Division
Bank of Italy
Intervention by Bank of Italy
date: 04/15/2025
time: 11:15:00
Cristiano De Mei
Head of Information Technology
Fideuram Intesa Sanpaolo Private Banking
Scenario by Fideuram Intesa Sanpaolo Private Banking
date: 04/15/2025
time: 11:45:00
Philip Casolari
Crédit Agricole Italy
Marco Cimini
Digital Platforms
Banca Generali
Lorenzo Fuscà
Head of Wealth Management Area
Banca Profilo
Open Session |facilitate comparison:

The appointments of the Digital Wealth Management HUB 2025