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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Pain Point – Pursuing productivity efficiencies without diluting depth of engagement
Expert: Chris Williams, Proposition Director, Nucleus Facilitator: Ben Wright, Director of Progress, Change Squared Ltd
23 November 2023A Meeting of Minds Advisory Distributors - November 2023
AdviceClient ExperienceDataFinancial AdvisoryproductivityTechnology
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Wealth Climbers – The family dynamics at play in the inter-gender wealth transfer
Expert: Peter Neufeld, Partner - Head of Digital Customer Experience, EMEIA, EY joined by Lynn Fay from the FCA Facilitator: Rupert Neville, Independent Consultant
16 November 2023A Meeting of Minds Wealth Management and Private Banking - November 2023
advisersClient ExperienceCommunicationIntergenerationalWealth Management and Private BankingWealth Transfer
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Value Adding – Adapting to the world of enhanced client experience
Expert: Edward Turner, Private Banker at Dreyfus Banquiers Facilitator: Simon Minder, Family Office Advisor at M76 – Family Office Consulting
14 November 2023NEW for 2023! WealthTech Matters Switzerland - November 2023
Client ExperienceMetricTechnologyTrustWealth managementWealthTech Matters
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Data Cloud – Bridging the data gap
Expert: George Koshy, Product Solutions Manager at SEI and Edward Blake, Chief Technology Officer at Waverton Investment Management Facilitator: Caroline Burkart, Director, Wealth Management Consulting at Alpha FMC
09 November 2023WealthTech Matters The Business - November 2023
Client ExperienceDataproductivitySecurityWealthTech Matters
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Firm Ground - Striking the balance between efficiency and experience
Expert: Chris Jones, Proposition Officer, Dynamic Planner Facilitator: Gilly Green, FoxRed Insights
05 October 2023A Meeting of Minds Winning Advisers South - October 2023
AIClient ExperienceConsumer DutyDataDigital platformFinancial Advisory
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In Full View - How to improve the client experience for competitive advantage
Expert: Rowan Jackson, Promising Outcomes Facilitator: Gilly Green, FoxRed Insight
05 October 2023A Meeting of Minds Winning Advisers South - October 2023
advisersClient ExperienceCompetitionDataFinancial AdvisoryTrust
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How might Artificial Intelligence (AI) enhance the mortgage lending process?
Expert and Facilitator: David Owen, Wealth Proposition Director, Openwork
21 September 2023NEW for 2023! Mortgage Meeting of Minds - September 2023
AIAutomationClient ExperienceMortgagemortgageRisk
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Client Lifecycle Management – Putting IT at the heart of business and the role of AI
Expert: Alessandro Tonchia, Head of Strategy at InvestCloud Europe and Asia Facilitator: Gilly Green, Managing Partner at FoxRed Insight
28 June 2023WealthTech Matters The Adviser - June 2023
AIClient Data ManagementClient ExperienceOnboardingWealth managementWealthTech Matters
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Efficiency Generation – What the future of work looks like for the adviser
Expert: Chris Thorne, Senior Solution Consultant at SS&C Blue Prism Facilitator: Gilly Green, Managing Partner at FoxRed Insight
28 June 2023WealthTech Matters The Adviser - June 2023
AutomationClient ExperienceRelationshipsTechnologyWealth managementWealthTech Matters
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Ahead of the Game - Meeting evolving client expectations
Expert: Iwan Schafthuizen, MSc Facilitator: Shelley Doorey-Williams
08 June 2023A Meeting of Minds Wealth Management and Private Banking - June 2023
Client ExperienceConsumer DutyCustomerGoals-based planningWealth Management and Private Banking
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Growing Pains - Strategies for growing rather than selling
Expert: Niall Buggy Facilitator: James Howick
08 June 2023A Meeting of Minds Wealth Management and Private Banking - June 2023
AssetClient ExperienceGrowthInvestmentsStrategyWealth Management and Private Banking
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On Point. What does a good CRP look like?
Expert: Blaise Cardozo, Sionic Facilitator: Caroline Duff, Ammonite
25 May 2023NEW for 2023! A Meeting of Minds Paraplanning - May 2023
Client ExperienceConsumer DutyDataFCAFinancial Advisory