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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Navigating Volatility - Leveraging technology to build trust and loyalty
Expert: Divakar Padmanathan, Director, Alpha FMC Facilitator: Caroline Burkart, Alpha FMC
04 July 2024WealthTech Matters The Adviser - July 2024
CommunicationDataPerformanceRegulatory IssuesTechnologyWealthTech Matters
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Artificial Promise - The potential for growing your business intelligently Advisory Distributors June 2024
Expert: Phil Calvert, Melo Facilitator: Brod Whiting, JoyndUp Ltd
27 June 2024A Meeting of Minds Advisory Distributors - June 2024
Advisory investment servicesAIClient ExperienceDataFinancial AdvisoryMarketing
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Attractive Quality - How to prepare your business for sale
Expert and facilitator: John Chapman, Catalyst Partners
27 June 2024A Meeting of Minds Advisory Distributors - June 2024
Consumer DutycostDataFinancial AdvisoryProfitabilityTechnology
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Empowering teams through next generation technologies – How AI, the latest tech platforms and tools can transform your operating model
Expert: SS&C Facilitator: David Barks
13 June 2024A Meeting of Minds Wealth Management and Private Banking - June 2024
ChallengesDataDigital platformRegulatorsTechnologyWealth Management and Private Banking
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Handling market data - The opportunities and challenges
Expert: Preya Patel, Head of Data, Financial Software Ltd Facilitator: Matt Lonsdale, Davies Group
13 June 2024A Meeting of Minds Wealth Management and Private Banking - June 2024
ChallengesDataMarket TrendsOpportunitiesTransparencyWealth Management and Private Banking
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How technology should be used to ensure that data from fact finds and analysis can be used as evidence to prove good outcomes
Expert: Rob Tedder, Account Manager UK, Conquest Planner
23 May 2024A Meeting of Minds Paraplanning - 23 May 2024
advisersCash flowCommunicationDataIntegrated systemsParaplanning Community
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Navigating the hurdles that will come with reducing the advice gap
Expert: Matthew Lonsdale, Director, Asset & Wealth Management, Davies Group Facilitator: Adam Flowers, Senior Consultant, Asset & Wealth Management, Davies Group
23 May 2024A Meeting of Minds Paraplanning - 23 May 2024
AdviceAIDataDigital SolutionsParaplanning CommunityTechnology
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Artificial Promise - The Potential for Growing Your Business Intelligently
Expert: Melinda Lovell, Enterprise Development Director, Dynamic Planner Facilitator: John Lappin, Consultant
25 April 2024A Meeting of Minds Winning Advisers North - April 2024
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Transformative Potential - How to harness AI in asset management
Expert: Andy Uttley, Co-Head Business Data, Analytics & Tools at Capital Group Facilitator: Leigh Fisher, Head of Business Development, EMEA, Door
14 March 2024A Meeting of Minds Gatekeepers - March 2024
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Automate to elevate – how to scale whilst lowering operating costs and heightening customer experience
Expert: Nigel Armstrong, Head of Wealth and Asset Management Solutions at SS&C Blue Prism Facilitator: Blaise Cardozo, Director at Davies - Consulting Division
07 March 2024WealthTech Matters The Client - March 2024
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Balancing act – unlocking productivity to deliver an improved client experience
Expert: David Hinton, Chief Operating Officer, SEI Facilitator: Gilly Green, Board Advisor and Management Consultant at FoxRed Insight
07 March 2024WealthTech Matters The Client - March 2024
AIClient ExperienceDataproductivityTechnologyWealthTech Matters
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Data driven – how to evidence value with a ‘less is more’ approach
Expert: Elemi Atigolo, Managing Partner at Consult Venture Partners Facilitator: Caroline Burkhart, Director of Wealth Management Consulting, Alpha FMC
07 March 2024WealthTech Matters The Client - March 2024