Our studies

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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31 January 2023

"Financial advice - Abolition of retrocessions not justified by a clear superiority of model"

"Analyze the topic in a broad and detailed way and avoid a priori positions, protecting both customers and the entire financial advisory industry". This is what Excellence Consulting proposes, whic…

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14 December 2022

Managed savings - The paradox of listed networks: revenues go up but valuations go down

The situation which sees economic uncertainty at the same time - from high energy prices to out-of-control inflation - and the increase in interest rates, while on the one hand depressing the market v…

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