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.
-
How can wealth managers convert interactions into client engagement to drive real value in the relationship?
How can wealth managers convert interactions into client engagement to drive real value in the relationship?
11 March 2021WealthTech Matters - The Client - 11 March 2021
ClientCommunicationCOVIDDigital platformDigitalisationMindful ofWealth
-
Leading from the front - Staying resilient in a volatile world
Leading from the front - Staying resilient in a volatile world
17 September 2020A Meeting of Minds - Advisory Distributors - 17 September 2020
Back OfficeCommunicationCOVIDFinancial Advisory
-
Trust and reputation. Hard won easily lost.
25 June 2019A Meeting of Minds Advisory Distributors - 25 June 2019
ClientCommunicationExperienceFinancial AdvisoryFinancial servicesInterest
-
Connecting and influencing - What can we learn from the USA?
Connecting and influencing - What can we learn from the USA?
A Meeting of Minds - Advisory Distributors - 26 November 2020
AdviceClientCommunicationCOVIDEngagementESGFamilyFinancial AdvisoryIntergenerationalOpen BankingYour business
-
How has Covid impacted your business? What trends and opportunities can we identify from a global peer set?
How has Covid impacted your business? What trends and opportunities can we identify from a global peer set?
A Meeting of Minds - Advisory Distributors - 26 November 2020
CommunicationCOVIDDigitalisationEmployee engagementExperienceFinancial AdvisoryGrowthproductivityTechnology
-
Social media norms and values – how do you control rapidly evolving digital technology which transcends borders, ages and religion?
FCA/CMA are pushing banks to be nursemaids and be proactive in supporting their customer’s financial needs. However most people have a relationship with more than one bank...
A Meeting of Minds Bank and Brand Distribution of Retail Financial Services - 28 March 2019
CommercialCommunicationFCAGDPROrganisationRetail Financial Services
