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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IN A WORLD OF COMPETING PRIORITIES HOW CAN YOU MAKE SURE YOU DON’T LEAVE IT TOO LATE TO COMMIT TO ENHANCING AND DIFFERENTIATING YOUR CUSTOMER EXPERIEN
Differentiating the client experience is crucial in ensuring that traditional wealth managers stay relevant to clients amid challenges from disruptive business models. An innovative client experience should cater for the individual needs of high-net-worth clients while still being able to complement existing business models. Utilising technology, working with suppliers and delivering bespoke client service are all challenges that the wealth industry must conquer in order to deliver unique client experience and retain loyalty.
15 July 2018A Meeting of Minds Wealth Management & Private Banking - June 2018
Artificial IntelligenceBack OfficeBehavioursBig DataBrandData ScienceDigitalEngagementExperienceFintechFront OfficeHNWIJourneyMobileOnboardingOnboardingRiskSecuritySegementationSocial MediaTrainingWealth Management and Private Banking
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Creating a moment that delights – the perfect customer experiences
With market apathy, the impact of regulation and a lack of prioritisation from executive leadership creating the perfect customer experience is challenging. Yet consumer engagement and experience are paramount to longevity. So who is delighting the customer and how are they going about this?
A Meeting of Minds Bank and Brand Distribution of Retail Financial Services - April 2018
Back OfficeBack OfficeBehavioursBrandCultureData ScienceDigitalEngagementExperienceFintechFront OfficeFront OfficeJourneyRecruitmentRetail Financial ServicesSocial MediaTrainingTrends
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Personal finance goes digital
A confluence of factors including regulatory change and technological progress are changing the face of personal finance. Digital technology is being adopted and is transforming the delivery of client advice processes, enhancing client service and reducing costs and advisers must evolve or die.
Winning Advisers - The Regional Roadshow - April 2018 - Birmingham
BehavioursBrandData ScienceEngagementExperienceFinancial AdvisoryJourneyManagement InformationSocial Media
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Personal finance goes digital. How ready are you?
As regulatory change and technological advancement drive innovation in digital personal finance it is essential that businesses are fully prepared to capitalise on this opportunity. Building trust via the digital channel, educating your customer on what is available and ensuring you have the correct digital tools in place are paramount to success.
A Meeting of Minds Bank and Brand Distribution of Retail Financial Services - April 2018
Artificial IntelligenceBack OfficeBack OfficeBehavioursBig DataBrandCultureData ScienceDigitalEngagementExperienceFintechFront OfficeJourneyManagement InformationMass MarketMobileOnboardingRetail Financial ServicesRiskSecuritySegementationSocial MediaTrainingTrends
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The future of banking – think palm of your hand rather than the cash dispenser
As regulatory changes, shifting demographics and advancing technologies transform the face of banking, the industry must evolve. In order to succeed in this brave new world financial institutions must embrace technology, review partnership models and enhance customer experiences.
A Meeting of Minds Bank and Brand Distribution of Retail Financial Services - April 2018
Artificial IntelligenceBack OfficeBehavioursBig DataBrandCloudCultureCyberData ScienceDigitalEngagementExperienceFintechFront OfficeJourneyManagement InformationMobileOnboardingRecruitmentRetail Financial ServicesSecuritySocial MediaTrends