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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The secret to harnessing both client focus and client centricity for retention and growth.
20 November 2019A Meeting of Minds Wealth Management and Private Banking - 20 November 2019
Client Data ManagementCustomerOnboardingTechnologyWealth Management and Private Banking
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According to a specialist in generational behaviour, millennials consider human service to be the luxury end of the market.
13 June 2019A Meeting of Minds Wealth Management and Private Banking - 13 June 2019
ClientClient Data ManagementDigitalEngagementManagement InformationOnboardingTechnologyWealth Management and Private Banking
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DEVELOPING A STRATEGY TO MEET THE LATEST TRENDS IN THE ‘SHARING ECONOMY’
Wealth managers must adapt their operating models and infrastructure to take advantage of new opportunities in the ‘sharing economy’. The demands of client data management are evolving with the advance of technology and have elevated the issue of digital governance to boardroom tables across the industry.
15 November 2018A Meeting of Minds Wealth Management and Private Banking - November 2018
Client Data ManagementSharing EconomyWealth Management and Private Banking
