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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Access all areas: Examining open banking and third-party relationships
Expert: Vaughan Jenkins, Moneyhub Facilitator: Robert Harradine (Ammonite)
06 October 2022A Meeting of Minds Bank and Brand Distribution of Retail Financial Services - October 2022
CompetitionConsumer DutyCustomerOpen BankingRetail Financial ServicesThird-party
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Crisis Management: Facing up the increase in living costs and the financially vulnerable
Expert: Junaid Mujaver Facilitator: Kathy Ellison
06 October 2022A Meeting of Minds Bank and Brand Distribution of Retail Financial Services - October 2022
Consumer DutyCustomerFinancially vulnerableLiving costsRegulationRetail Financial Services
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Culture shock: Driving brand loyalty with value-led leadership
Expert: Sanna Jordansson Facilitator: Lucian Camp
06 October 2022A Meeting of Minds Bank and Brand Distribution of Retail Financial Services - October 2022
AuthenticityCulture shockCustomerleadershipRetail Financial ServicesValues
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First class. Using embedded finance to ensure better customer journeys
Expert: Sebastian Schusman Facilitator: Ben MacGregor
06 October 2022A Meeting of Minds Bank and Brand Distribution of Retail Financial Services - October 2022
Consumer DutyCustomerEmbedded financeFCAPartnershipRetail Financial Services
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Longterm commitment. Forging committed partnerships
Expert: Howard Barber Facilitator: Lucian Camp
06 October 2022A Meeting of Minds Bank and Brand Distribution of Retail Financial Services - October 2022
Consumer DutyCustomerIntergenerationalRegulationRetail Financial ServicesTechnology
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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
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Open Banking Is Unlocking Digital Financial Innovation – But What Can It Do For You?
Expert: Jon Hart, MoneyHub. Facilitator: Chris Shaw, Tumelo
07 October 2021A Meeting of Minds - Bank and Brand Distribution of Retail Financial Services - 7 October 2021
BankBranchBusiness developmentClientClient Data ManagementCustomerDataDigital Financial InnovationDigital platformDigital SolutionsOpen BankingRetail Financial ServicesSecure Digital EnvironmentTechnologyYour business
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So How Have Your Customers Changed In The Past Year Or So?
Expert: Bruce Keith, Bridgeweave, Facilitator: Phil Alcock, Raisin UK
07 October 2021A Meeting of Minds - Bank and Brand Distribution of Retail Financial Services - 7 October 2021
BankBehaviourBranchBrandBusiness developmentBusiness ModelClientCustomerDigital SolutionsPrivate BankingRetail Financial ServicesSustainable SolutionsTechnology
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Sustainable Finance – Your Customers Are Watching You. They Need You To Be Doing The Right Thing
Expert: John Southern, HBS Group Southern. Facilitator: Mandy Kirby, City Hive
07 October 2021A Meeting of Minds - Bank and Brand Distribution of Retail Financial Services - 7 October 2021
AssetBankBrandBusiness developmentBusiness ModelCultureCustomerESGretailRetail Financial ServicessustainableYour business
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What’s Trust Got To Do With It?
Expert: Chris Ansara, ALT/AVE, Facilitator: John Chapman, Orion Consultancy
07 October 2021A Meeting of Minds - Bank and Brand Distribution of Retail Financial Services - 7 October 2021
ClientClient ExperienceCommunicationCustomerCyber CrimeDigital platformDigital SolutionsDigitalisationLegacy ProductsLegacy SystemsRegulatorsRegulatory IssuesRelationshipsRetail Financial ServicesSecure Digital EnvironmentSecuritySecuritySustainable SolutionsTrustYour clients
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Capturing your customer’s attention – it is after all a finite resource
As everyone wanders around staring at their phones … flicking between Instagram, Facebook, LinkedIn et al, how on earth do you capture their attention? And even if you do – how long can you hold on to it for?
25 June 2019A Meeting of Minds Advisory Distributors - 25 June 2019
AuthenticityCustomerDataDigitalFinancial AdvisoryFintechPersonalisation
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Bank on the apathetic customer or be ready for action should their circumstances change
“Banks still have this mentality that you give gold to them and they keep it and give you a slight premium.”
A Meeting of Minds Bank and Brand Distribution of Retail Financial Services - 3 October 2019
Business ModelCustomerOpen BankingRetail Financial Services