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Excellence Observatory : all our professionals' studies

Our studies

04 November 2024

Bancassurance: in the 1st half of 2024 the captive model pushes Life (+16.3%), strategic partnerships Non-Life (+7.9%)

Milan, 04/11/2024 - In the first half of 2024, the bancassurance sector in Italy recorded significant growth compared to the first six months of 2023: premiums written in the Life business amounted to…
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30 April 2024

ESG banking/ Intesa Sanpaolo and Unicredit stand out among European banks for communication and governance

Representation, measurement and reporting to stakeholders of the numerous activities launched need to be improved Milan, 04/29/2024 - From green bonds to supporting inclusion and equity, from welfa…
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13 December 2023

Bancassurance - Among the network banks, the least exposed ones suffer the most from the collapse of life insurance collections in 2023

Milan, 12/13/23 – The year 2023 will also be remembered as the annus horribilis of life insurance policies, with net inflows that could be negative for the first time in 20 years, from around +15 bill…
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15 September 2023

The Excellence Consulting study: Artificial Intelligence runs, the Banks follow

Milan, 09/13/2023 — Among the top five Italian banks by funding, Intesa Sanpaolo is the one that has communicated most often on AI issues in the last 3 years, followed by UniCredit, Banco BPM, BPER Ba…
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19 July 2023

Banks: the rate hike helps not only commercial banks, but also network banks

The sector publications, including Il Sole 24 Ore, give ample space to the new research by Excellence Consulting in which it is highlighted how the network banks are able to withstand the great intere…
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23 May 2023

The financial wealth of network bank customers is growing more than that of Italians

The specialized online magazines, including MilanoFinanza, Advisor, Bluerating and AziendaBanca, highlight new research from Excellence Consulting The networks of financial advisors, especially the…
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