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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Finding a clearer path down the foggy road to normal
Expert: Mike Gitlin, Partner, Capital Group. Facilitator: Blaise Cardozo, Director, Sionic
17 March 2022A Meeting of Minds Gatekeepers - March 2022
ClientCommoditiesEmerging MarketsGlobalInflationInterestMeeting of MindsMindful ofWealth managementWealth Management and Private Banking
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Client Experience: Serving your client right in a digital world
Expert: Eric Tyree, Head of Research and A.I. at Blue Prism. Facilitator: Niall Buggy, Sionic
10 March 2022WealthTech Matters The Client - March 2022
AutomationClientClient ExperienceDigitalisationHybridHybrid WorkingMindful ofTechnologyWealth management
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Digital engagement in wealth management. How can technology deliver a superior relationship between clients and advisors?
Expert: Johnny Beloe, Director of Pre-Sales & WDX1 Product Strategy at Wealth Dynamix
10 March 2022WealthTech Matters The Client - March 2022
Client ExperienceDigitalMindful ofTechnologyWealthWealth management
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Enhancing client communications. Creating a holistic digital relationship with your clients.
Expert: Chris Ansara, Alt/Ave. Facilitator: Paul Miles, Silverback Consultancy
10 March 2022WealthTech Matters The Client - March 2022
ClientClient ExperienceDigital SolutionsDigitalisationMindful ofRegulatory IssuesTechnologyWealthWealth management
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Leveraging data into customer experience
Experts: Shelley Doorey-Williams, Partner, Wealth & Asset Management and Alan Thomas, Senior Associate, Advisory at KPMG. Facilitator:
10 March 2022WealthTech Matters The Client - March 2022
Client Data ManagementClient ExperienceConsumerCOVIDCustomerDigitalisationMindful ofPersonalisationWealth management
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Retirement drawdown. Delivering better client outcomes through technology
Expert: Paul Hogg, Senior Business Development Manager at EV. Facilitator: Joseph Marti, Associate Director, Alpha FMC
10 March 2022WealthTech Matters The Client - March 2022
AdviceClient ExperienceConsumerMindful ofPensionPension adviceTechnology
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The use of private market funds by sophisticated private investors on the verge of becoming mainstream, how can you deliver a suitable and compelling
Expert: Adam Harrison, Titanbay. Facilitator: Chris Shaw
10 March 2022WealthTech Matters The Client - March 2022
ClientClient ExperienceInvestmentsMindful ofPrivate MarketWealthWealth managementYour clients
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Build, buy or partner what strategy is winning? What impact is M&A having on innovation?
Expert: John Chapman. Facilitator: Adam Jones, Redington
11 November 2021WealthTech Matters - The Business 11 November 2021
AcquisitionClient Data ManagementGrowthMergerMindful ofOrganic GrowthproductivityTechnology
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Digital financial communication, planning & shopping. Combining the entire adviser experience on a single integrated platform
Expert: Mark Trousdale, InvestCloud. Facilitator: Paul Miles, Silverback Consulting
11 November 2021WealthTech Matters - The Business 11 November 2021
ClientCommunicationDataDigitalExperienceMindful ofPlatform providersYour business
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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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Leveraging platform technology...
Expert: Adam Harrison, Titanbay joined by Nick Rosenblatt, Mercer. Facilitator: Gilly Green, Sionic
11 November 2021WealthTech Matters - The Business 11 November 2021
Client ExperienceDigital platformDigital SolutionsInvestment PlatformMindful ofPlatform providersPrivate MarketRiskTechnology
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What role is AI playing in driving the future of financial services?
Expert: Catherine Parry, Deepview. Facilitator: Niall Buggy, Sionic
11 November 2021WealthTech Matters - The Business 11 November 2021
AIArtificial IntelligenceClient Data ManagementDigital platformDigital SolutionsFintechgovernanceMindful ofRegulationTechnology