We are the strategic partner driving business model innovation in financial services, integrating AI , data analytics , and advanced technologies to build more agile, resilient , and sustainable businesses in a constantly evolving market.
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 …
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16 July 2026
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 …
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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…
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Our numbers
+20
Years of experience
+170
Professionals
+600
Projects
+100
Clients
Our contributions
Publications by our professionals, ranging from consulting to change management, from digital to data analytics, and you can also listen to episodes of our 'eTalk' podcast.
04 November 2026
AI and Business Development: panacea, placebo or poison pill?
The sales departments of banks, financial advisory networks and insurance advisory networks are investing increasingly in artificial intelligence. But the real competitive advantage will not depend on…
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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…
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14 October 2026
Antonello Di Mascio: "Being a generalist is no longer enough"
An interview to Antonello Di Mascio, Chief Research Officer of Gruppo Excellence, published on Wall Street Italia magazine In recent years, Italian private banking has been undergoing a major transfor…
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