Findings from MOM Bank and Brand Distribution of Retail Financial Services October 2021


The twenty-ninth Meeting of Minds Bank and Brand Distribution of Retail Financial Services took place on Thursday 7 October as a hybrid event. This document captures the outputs from the programme of the twelve interactive roundtables that took place.

This Meeting is a strategic forum organised on a biannual basis by Owen James bringing together senior executives involved in setting strategy across distribution, client services, product design and marketing - for a blend of interactive roundtables addressing a carefully curated agenda, external keynotes and networking.   


We would like to thank all our sponsors whose financial contribution enabled the Meeting to take place. The following groups took part in this Meeting and their motivation for taking part was threefold:

  • To be, and to be seen, as being supportive of the industry
  • To understand the stresses and strains being placed on the industry and, where possible, respond to them
  • To talk openly with these business leaders with a view to ensuring that their businesses are strategically aligned.


We would also like to thank our facilitators. 

The roundtables are key to the success of A Meeting of Minds and integral to that role are our facilitators. We are very grateful for the help of:

  • Mandy Kirby, City Hive
  • John Chapman, Orion Consultancy
  • Phil Alcock, Raisin UK
  • Sarah Collinson, AllClear Insurance Services
  • Chris Shaw, Tumelo
  • Kevin Mountford, Raisin UK
  • Kathy Ellison, Savanta. 

Their role was to ensure that the roundtables maintained their focus and stratgic engagement. 

  • Format14CRM
  • Quilter PLC
  • Optimise
  • HUB Financial Solutions
  • Dignity

The Findings


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SHOWING 1 - 5 of 7