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  • 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.

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Research

RIS&OPEN FINANCE: TOWARD A NEW ERA IN WEALTH MANAGEMENT?

14.03.2024 10:00 - 13:00 14:00 - 16:00 Dual mode
  • PSD3, FIDA and new data
  • The 'evolution of the customer experience
  • Challenges and opportunities of Wealth services in the Open Finance

Presentation of the day

Community event: 1ST DIGITAL WEALTH MANAGEMENT HUB - RIS&OPEN FINANCE: TOWARD A NEW ERA IN WEALTH MANAGEMENT?

The meeting aims to decline the following themes:

  • PSD3, FIDA and new data
  • The evolution of the customer experience
  • Challenges and opportunities of Wealth services in the Open Finance
Research meeting: 1ST RESEARCH MEETING DIGITAL WEALTH MANAGEMENT HUB

Kick Off of the Research Project: presentation of the objectives, methodology and structure of the Research Project including survey and delphi analysis.

Agenda of the day

date: 14.03.2024
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: 14.03.2024
time: 10:15:00
Joel Rivera
Research Analyst
Cetif
RIS&Open Finance: toward a new era in wealth management?
date: 14.03.2024
time: 10:45:00
Antonia Manzini
FinTech Division Milan
Bank of Italy
Scenario by Bank of Italy
date: 14.03.2024
time: 11:15:00
Daniela Costa
Senior Economist and Advisor Economic Studies Office.
CONSOB
Scenario by Consob
date: 14.03.2024
time: 11:30:00
Stefano Aldrovandi
Board member, head of BU Core banking and BU Wealth Management
Cherry Bank
Roberto Arosio
Head of Investments and Wealth Management Banca Aletti- Gruppo Banco BPM
Aletti Bank
Ivano Sebastiano Brullo
Project Portfolio Manager
Iccrea Cooperative Banking Group
Round table discussion

Partners

Companies and technology partners involved in development.

The appointments of the Digital Wealth Management HUB 2024