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.
As everyone wanders around staring at their phones … flicking between Instagram, Facebook, LinkedIn et al, how on earth do you capture their attention? And even if you do – how long can you hold on to it for?
What would you do with an extra hour? By adopting technology, advisory firms are realising time savings in their business by generating greater effici
27 November 2018A Meeting of Minds Advisory Distributors - November 2018
Are you reducing operating costs and headcount or are you using this freed up time to go for growth? Are you measuring the progress? The goal of the session is to encourage you to sit back and question how your business is being affected and indeed whether the effect should be greater.
How do you consume your data? Do you devote enough time to reviewing your MI reports and, more importantly, do you act upon them?
Data needs to be presented and used in a way that clearly benefits on the retention and gaining of new clients.
Few prepare for the unexpected but experience shows perhaps we should... Yesterday’s promises are increasingly expensive: the National Insurance Fund is predicted to breach its funding solution by 2032, but reforms have tended to be piecemeal and lacking in a clearly agreed long term objective. Customer experience in current retirement solutions is neither easy nor convenient and does not engage customers or equip them to make informed decisions. From buy outs and longevity, to member options and super funds, we look at how the pension landscape is changing. Technology in the retirement industry lags behind other sectors and the pressure to keep up with ongoing regulatory change has constrained innovation to create more affordable and sustainable solutions. What will pensions and savings policy look like for future generations? Will pensions even exist? “Doing nothing” is no longer an option and eventual collapse is inevitable without major reform.* *(Source: EY report – The future of retirement – A vision for pensions delivery.)
The robots are coming: a masterclass in understanding the different potential offered by AI, RPA, Big Data, machine learning, the Cloud and Voice
Given the range of tech, AI, RPA, Machine learning – it’s clear that more mid-sized companies will not be able to compete or access such technology and capability unless they outsource or their key strategic partners outsource.