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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Designing a data strategy to power growth and increase productivity
Facilitator: Karl Cranswick, Solve Expert: Kamal Patel and Ata Dogramaci, SEI
28 November 2024WealthTech Matters The Business - November 2024
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Managing data to address regulatory challenges
Facilitator: Brian Hill, Melo Expert: Rob Harradine, Ammonite Wealth
28 November 2024WealthTech Matters The Business - November 2024
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The pressures of cost cutting through technological innovation
Facilitator: Helen Clark, Mint Blue Consulting Expert: Andre Bastos, ALLFUNDS
28 November 2024WealthTech Matters The Business - November 2024
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HOW TO IDENTIFY AND MEASURE PRODUCTIVITY IMPROVEMENTS
Expert: Michael Feeley, COO, SEI Facilitator: Gilly Green, FoxRed Insight
14 November 2024A Meeting of Minds Wealth Management and Private Banking - November 2024
AICRMDataproductivityRegulatory IssuesWealth Management and Private Banking
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THE FUTURE OF ENERGY AND ITS IMPACT ON WEALTH MANAGEMENT
Expert: Mark Lacey, Head of Global Thematic Equities, Schroders Facilitator: Sharmil Patwa, Opus Una
14 November 2024A Meeting of Minds Wealth Management and Private Banking - November 2024
AIDataenergySecurityWealth managementWealth Management and Private Banking
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THE NEED TO BALANCE AI-ASSISTED PROCESSES ALONGSIDE HUMAN JUDGEMENT
Expert: Mark Trousdale, Chief Growth Officer, Communify Facilitator: Niall Buggy, Consultant
14 November 2024A Meeting of Minds Wealth Management and Private Banking - November 2024
AIDatagenerationalRegulatory IssuesSecurityWealth Management and Private Banking
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Proven out-of-the-box AI use cases
Expert: Albert Iselin and Yannick Kaeser Facilitator: Zabeen Moser
07 November 2024WealthTech Matters Switzerland - November 2024
AIcomplianceDataPrivate BankingproductivityWealthTech Matters
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HOW TO STRIKE A BALANCE BETWEEN COMPLIANCE AND INNOVATION
Expert & facilitator: John Chapman, Director, Catalyst Partners
24 October 2024Mortgage Meeting of Minds - October 2024
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THE EVOLUTION OF DIGITAL DISTRIBUTION
Expert and facilitator: John Chapman
24 October 2024Mortgage Meeting of Minds - October 2024
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THE ROLE OF AI IN IMPROVING CUSTOMER DIGITAL EFFICIENCY
Expert: Maria Harris Facilitator: Mike Harrison
24 October 2024Mortgage Meeting of Minds - October 2024
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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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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