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Insights

The studies of the Excellence Observatory and the contributions of our professionals

Our studies

28 October 2026

AI: algorithmic recommendations are changing consumer choices and competition among companies

Milan, 28/10/26 – 75% of those who use artificial intelligence when making purchases say it has influenced their decision and, in the financial sector, more than one in two respondents would consider …

After 20 years of growth, a new phase begins for financial advisory networks: the challenge from commercial banks

Milan, 16 July 2026 – After more than 20 years of growth, which led financial advisory networks to exceed €1,000 billion in assets under management in 2025, equal to 26.7% of the investable financial …

03 February 2026

Excellence Consulting study – Bank wealth management: assets grow but revenues per euro managed fall (2019–2024)

Milan, 02/02/2026 – Between 2019 and 2024, in the wealth management segment, Italian banks saw their ability to monetize assets under management decrease despite the growth in fees and indirect fundin…

Our contributions

10 November 2026

AI meets skills development. And professional practice picks up the pace

A contribution by the Excellence Education/Concentric TeamIn the previous article, we asked ourselves how AI is changing the work of financial advisers, managers and sales networks. The conclusion was…

04 November 2026

AI and Business Development: panacea, placebo or poison pill?

A contribution by the Excellence Education/Concentric TeamThe sales departments of banks, financial advisory networks and insurance advisory networks are investing increasingly in artificial intellige…

27 October 2026

Supplementary pensions: an opportunity not to be missed

An article by Antonello Di Mascio, Chief Research Officer, and Francesco Minelli, Senior Advisor Insurance & Wealth Management, Gruppo Excellence, for the October 2026 issue of the monthly magazin…