After each Meeting Owen James publish 'The Findings', a document that encapsulates and shares the key issues and topics discussed on the day.
Each section below summarises the different roundtable sessions and covers an array of industry driven topics.
The Findings are listed in Event date order, but don't just look for an event you attended, explore the research facility that gives you access to topics addressed at all our other Meetings – past and present.
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A Supersonic Digital Masterclass
It is broadly recognised that when the world moved into lockdown, we entered a “supersonic digital masterclass” with all facets of working life overhauled almost overnight. Now we have adapted to this mindset, what is next? This session aimed to challenge assumptions about what clients expect from their adviser and how that relationship is managed, striking the balance between best practice and practical needs, the challenge and benefits of personalisation and setting about the journey of digital transformation.
24 September 2020WealthTech Matters - The Adviser
Artificial IntelligenceBack OfficeCyberDigitalFintechMindful ofTechnology
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Cost-efficient Goal-based Planning for all of your clients
This session looked at goal-based planning and how it can be delivered across the client spectrum in a cost-efficient manner, explored some of the challenges and allowed participants to share ideas around best practice.
24 September 2020WealthTech Matters - The Adviser
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Let's Talk Dashboards
The session covered the extent to which a central user-facing technology platform, or dashboard, can serve to bring together information from multiple systems, delivering a real-time, comprehensive view of all points in the advice process, aiding client service management and facilitating more efficient business operations.
24 September 2020WealthTech Matters - The Adviser
ClientClient Data ManagementDataDigitalManagement InformationMindful ofproductivityTechnology
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Open Banking and Open Finance
Open finance is expected to take the concept of interconnected systems and transparency initiated by open banking and expand its reach across the broader financial spectrum, including pensions and investments. Yet open banking’s take-up has failed to meet its hype, despite the obvious efficiencies. This session looked at the opportunities, barriers and possibilities for the wealth management and financial planning sectors and their clients.
24 September 2020WealthTech Matters - The Adviser
APIClient ExperienceInvestmentsMindful ofOpen BankingPension
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The Future Wealth Adviser
Hosted by Wealth Dynamix, with discussion led by Ian Woodhouse, Head of Strategy and Change at Orbium, this round table explored the biggest challenges facing advisers in a post-Covid world, how technology is being used to reduce their administrative burden and increase revenues, as well as a forward look at what the future wealth adviser might look like and the role of technology in helping them succeed.
24 September 2020WealthTech Matters - The Adviser
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Business Purpose / Brand Authenticity - How to embed it into the business
Business Purpose / Brand Authenticity - How to embed it into the business. Strategy must come from purpose, there is no single approach but whatever it is, it must be real and go beyond the about us.
17 September 2020A Meeting of Minds - Asset Management - 17 September 2020
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ESG- The momentum is there - now we need some standardised metrics to measure performance
ESG- The momentum is there - now we need some standardised metrics to measure performance
17 September 2020A Meeting of Minds - Advisory Distributors - 17 September 2020
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Future of Advice - Beneath and Beyond
Future of Advice - Beneath and Beyond
17 September 2020A Meeting of Minds - Advisory Distributors - 17 September 2020
ClientCOVIDCustomerFinancial AdvisoryFinancial servicesTechnology
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How did you get on producing your first value assessment?
How did you get on producing your first value assessment?
17 September 2020A Meeting of Minds - Asset Management - 17 September 2020
AssetAsset ManagementClient ExperienceCOVIDInvestmentsretailvalue
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How did your company fare? Needs must! The key is what comes next. Personalisation at scale is the name of the game
How did your company fare? Needs must! The key is what comes next. Personalisation at scale is the name of the game
17 September 2020A Meeting of Minds - Advisory Distributors - 17 September 2020
AdviceClients (type of)COVIDDigital platformFinancial AdvisoryLegal advice
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Intergenerational Wealth
Intergenerational Wealth - Many advisers recognised that the opportunity doesn't come without challenges but has the pandemic promoted further considerations?
17 September 2020A Meeting of Minds - Advisory Distributors - 17 September 2020
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Leading from the front - Staying resilient in a volatile world
Leading from the front - Staying resilient in a volatile world
17 September 2020A Meeting of Minds - Advisory Distributors - 17 September 2020
