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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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 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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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