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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So how do you do it all without a need for a huge investment and substantial business disruption? We believe we know how. Meet your digital workers!
So how do you do it all without a need for a huge investment and substantial business disruption? We believe we know how. Meet your digital workers!
11 March 2021WealthTech Matters - The Client - 11 March 2021
AutomationClient ExperienceDigitalDigital mediaDigital platformDigitalisationMindful ofroboTechnology
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Open Banking and Open Finance
Open finance is expected to take the concept of interconnected systems and transparency initiated by open banking and expand its reach across the broader financial spectrum, including pensions and investments. Yet open banking’s take-up has failed to meet its hype, despite the obvious efficiencies. This session looked at the opportunities, barriers and possibilities for the wealth management and financial planning sectors and their clients.
24 September 2020WealthTech Matters - The Adviser
APIClient ExperienceInvestmentsMindful ofOpen BankingPension
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How did you get on producing your first value assessment?
How did you get on producing your first value assessment?
17 September 2020A Meeting of Minds - Asset Management - 17 September 2020
AssetAsset ManagementClient ExperienceCOVIDInvestmentsretailvalue
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Enhancing your value proposition and growing revenues by augmenting client engagement
Even before Covid there were tremendous cost income pressures – we have barely touched the tip of the iceberg of some of the likely influences that will enhance these pressures – Mifid II increased transparency for fees, and we haven’t even seen the full outcome of that yet. As an industry – despite what we say about brand and client service, we have a problem with lack of differentiation – are products innovative? In many cases, they are par for the course. Some firms have been stagnant in terms of organic growth – the response to the Owen James scene-setter survey shows firms are concerned about client acquisition as one of the key focus areas. And now in the Covid world, nothing has fundamentally changed – yes, we have got a little better with some digital engagement with clients, and some implementations have accelerated, but the needs of firms and clients have not changed.
10 September 2020A Meeting of Minds - Wealth Management and Private Banking - 10 September 2020
Back OfficeClient acquisitionClient ExperiencecostCOVIDEngagementproductivityWealth Management and Private Banking
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Few events have exposed such a sharp generational divide as the pandemic
Few events have exposed such a sharp generational divide as the pandemic. How about a look at how the different generations have coped with the crisis and what that might mean for your existing and future clients?
10 September 2020A Meeting of Minds - Wealth Management and Private Banking - 10 September 2020
Client ExperienceCOVIDFamilyMarket TrendsTechnologyWealthWealth Management and Private Banking
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Working with the IFA market. What is the size of the opportunity?
20 November 2019A Meeting of Minds Wealth Management and Private Banking - 20 November 2019
AdvisorsClient ExperienceClients (type of)Wealth Management and Private Banking
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How becoming a digital advisory business can enhance your client experience and deepen your relationship with them as well as support productivity
Robo and Digital are very different things.
15 October 2019A Meeting of Minds Winning Advisers - 15 October 2019
A Meeting of Minds Winning AdvisersClient ExperienceDigitalFinancial AdvisoryMeeting of MindsWinning Advisers
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Behavioural finance- at look at investor decision making suitability and planning under stress
Behavioural finance- at look at investor decision making suitability and planning under stress
A Meeting of Minds - Winning Advisers North - 8 October 2020
BehavioursClient ExperienceCOVIDFinancial adviserFinancial AdvisoryHumanJourneyRiskTrendsYour clients
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Behavioural Finance- at look at investor decision making suitability and planning under stress (s)
A Meeting of Minds - Winning Advisers South - 15 October 2020
BehavioursClient ExperienceCOVIDFinancial adviserFinancial AdvisoryHumanJourneyRiskTrendsYour clients
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ESG - The momentum is there - now we need some standardised metrics to measure performance
ESG - The momentum is there - now we need some standardised metrics to measure performance
A Meeting of Minds - Wealth Management and Private Banking - 10 September 2020
Client ExperienceCOVIDESGWealth Management and Private Banking
