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
Mindful of
