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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If data is the new gold, how can wealth managers find the key to the treasure chest?
Expert: William Rouse, Wealth Dynamix. Facilitator: Stephen Wall, The Wealth Mosaic
11 November 2021WealthTech Matters - The Business 11 November 2021
Business developmentClient Data ManagementCommunicationDigital SolutionsExperienceJourneyMindful ofOnboardingOpen BankingRelationshipsRiskTechnologyYour businessYour clients
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Talent Wins Games, But Teamwork And Intelligence Win Championships
Expert: Yasmina Siadatan, Sales & Marketing Director. Facilitator: Roderic Rennison, Rennison Consulting
14 October 2021A Meeting of Minds - Winning Advisers - South - 14 October 2021
Business developmentCultureEmployeeEmployee engagementEmployee Value PropositionFinancial AdvisoryGrowthHumanHybridHybrid WorkingleadershipMeeting of MindsPeoplePerformanceRecruitmentRelationshipsremote workingRetentionSuccessTalentTeamTech futuresTechnologyThe FutureTrainingValuesWinning AdvisersYour business
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How Far Can Automation Go?
Expert: David Wrench, Format14CRM. Facilitator: Chris Shaw, Tumelo
07 October 2021A Meeting of Minds - Bank and Brand Distribution of Retail Financial Services - 7 October 2021
AutomationBusiness developmentClientCustomerDigital SolutionsretailRetail Financial ServicesTeamTechnologyYour business
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Navigating The Challenges With Data And AI Within UK Financial Services.
Expert: Catherine Parry, DeepView, Facilitator: Sarah Collinson, AllClear Insurance Services
07 October 2021A Meeting of Minds - Bank and Brand Distribution of Retail Financial Services - 7 October 2021
Business developmentCorporate GovernanceCultureDataDigital platformEmployeesFCAGDPRgovernanceMeeting of MindsOrganisationremote workingRetail Financial ServicesRiskSecuritySocial MediaTechnologyTrainingTrustYour business
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Open Banking Is Unlocking Digital Financial Innovation – But What Can It Do For You?
Expert: Jon Hart, MoneyHub. Facilitator: Chris Shaw, Tumelo
07 October 2021A Meeting of Minds - Bank and Brand Distribution of Retail Financial Services - 7 October 2021
BankBranchBusiness developmentClientClient Data ManagementCustomerDataDigital Financial InnovationDigital platformDigital SolutionsOpen BankingRetail Financial ServicesSecure Digital EnvironmentTechnologyYour business
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THE POST-PANDEMIC ADVISER: FROM YOUR CULTURE TO YOUR CLIENTS AND EVERYTHING IN BETWEEN…
Expert: Vincent Tiseo, MD, Business Strategy, Strategic Advisory Solutions, GSAM and Facilitator: John Chapman, Orion Consultancy
24 June 2021A Meeting of Minds - Advisory Distributors - 24 June 2021
AdviceAdvisorsBusiness ModelClientCOVIDCultureDigitalisationEmployeeEmployee engagementFinancial AdvisoryHybridleadershipremote workingTechnologyYour business
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RECRUIT, TRAIN, KEEP
Experts: Rachel Collins, Director, Financial Services, People Advisory Services, EY and Facilitator: Martyn Laverick Divisional Director M&A, Paul Harper Search and Selection
10 June 2021A Meeting of Minds - Wealth Management and Private Banking - 10 June 2021
Business ModelClientCommunicationCOVIDCulturediversityEmployeeEmployee engagementEmploymentHybridleadershipPrivate BankingRecruitmentremote workingRetentionTechnologyTrainingWealth Management and Private BankingYour business