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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Empowering Teams through Next-Generation Technologies – How AI, the latest tech platforms and tools can transform your operating model July 2024
Expert: Matthew Baldwin, Lead Field Sales Executive, SS&C Technologies Facilitator: Ben Hammond, the Lang cat
04 July 2024WealthTech Matters The Adviser - July 2024
Digital SolutionsFinancial servicesLegacy SystemsRegulationTechnologyWealthTech Matters
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Navigating the hurdles that will come with reducing the advice gap
Expert: Matthew Lonsdale, Director, Asset & Wealth Management, Davies Group Facilitator: Adam Flowers, Senior Consultant, Asset & Wealth Management, Davies Group
23 May 2024A Meeting of Minds Paraplanning - 23 May 2024
AdviceAIDataDigital SolutionsParaplanning CommunityTechnology
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Innovative Behaviour - How to Ensure Technology Eases Not Increases Your Burdens
Expert: Darren Lowry - Director Sales and Michael Milner - Head of Product Integration, Nucleus Facilitator: Don Wild
27 April 2023A Meeting of Minds Winning Advisers North - April 2023
Back OfficeDigital SolutionsFinancial AdvisoryInnovationIntegrated systemsTechnology
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The Future of Client Servicing. Using data to power your offering
Expert: Ákos Szalay Facilitator: Nicola Carney
10 November 2022WealthTech Matters The Business - November 2022
AIClient ExperienceCommunicationDataDigital SolutionsWealthTech Matters
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Digital Dynamics. Creating a holistic online relationship with your clients
Expert: Ákos Szalay, Dorsum, supported by Renata and Greg. Facilitator: Paul Miles, Silverback Consultancy
14 June 2022WealthTech Matters The Adviser - June 2022
DataDigital platformDigital SolutionsEngagementMindful ofRegulationRelationshipsTechnology
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Future Wealth Management business models and the era of embedded finance
Expert: Emily Jones, KPMG. Facilitator: Shelley Doorey-Williams
14 June 2022WealthTech Matters The Adviser - June 2022
CustomerDigital SolutionsEmbedded financeExperienceMindful ofRelationshipsTechnologyThe FutureWealth 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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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
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Banking In The Cloud, Is The Industry Ready? Don’t Be Left Behind
Expert: Adrian Mountstephens, Equinix. Facilitator: John Chapman, Orion Consultancy
07 October 2021A Meeting of Minds - Bank and Brand Distribution of Retail Financial Services - 7 October 2021
Business developmentClientClient Data ManagementCloudDigital SolutionsLegacy SystemsPrivate BankingRetail Financial ServicesTechnologyYour clients
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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