The twenty-fifth Meeting of Minds Bank and Brand Distribution of Retail Financial Services took place on 28 March 2019 at The Berkeley Hotel in Knightsbridge, London with 76 delegates in attendance and overall 120 attendees. This document summarises key issues raised in the topics discussed during the roundtables that took place on the day.
A Meeting of Minds Bank and Brand Distribution of Retail Financial Services is a strategic forum organised by Owen James. It is an opportunity for 70 senior level decision makers from the largest high street banks, building societies, affinity groups, product and service providers and industry experts to meet in a neutral environment where they can examine industry issues and opportunities and develop business strategies to address them.
Participants enjoy access to strategic insight, active involvement in shaping the industry and networking at the highest level.
At the core of these Meetings is a series of boardroom style sessions addressing a pre-researched and pre-agreed agenda, with open discussion led by objective and professional moderators. External speakers spark debate and encourage fresh and original thinking.
To find out more about taking part, please contact John Hall at Owen James: firstname.lastname@example.org or you can contact him at 01483 861334.
Many financial services products are sold online, and largely without human intervention...
Simply producing a lot of marketing content and distributing it to all your clients/prospects will no longer work
In API world - are you going to be an aggregator or a contributor of data? Might this affect your client relationship?
If you aren’t on the front foot, might you be losing control of your customer base?
Millennials & Gen Z don’t need the human touch - it is old-fashioned & unnecessary OR Electronic contact is not enough for anyone especially at times of need
More than ever, shifting consumer behaviour and increased innovation is driving the need to use partners to deliver customer proposition and experiences at lower economic cost points.