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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On the basis that you should never "let a good crisis go to waste", the best opportunity to really demonstrate your value is at a time of market uphea
On the basis that you should never "let a good crisis go to waste", the best opportunity to really demonstrate your value is at a time of market upheaval so did you provide value for money? Both the FCA and your clients want to know.
17 September 2020A Meeting of Minds - Advisory Distributors - 17 September 2020
Back OfficecostCOVIDDigitalEngagementFinancial AdvisoryTechnology
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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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TALKING ABOUT CLIENT ENGAGEMENT… THINKING ABOUT YOUR FUTURE CLIENTS… NOW HERE IS A GOOD IDEA…
The way in which asset managers communicate with clients is evolving due to digitalisation, an increased demand for transparency, and ESG products.
05 March 2020A Meeting of Minds - Asset Management - 5 March 2020
Asset ManagementEngagementESGPension
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ESG: THE MOMENTUM IS THERE – WE NOW NEED SOME STANDARDISED METRICS TO MEASURE PERFORMANCE
ESG has become mainstream, and its popularity is only going to grow. Although techniques for assessing asset managers’ ESG performance are becoming increasingly sophisticated, there is no commonly agreed method of applying them.
05 March 2020A Meeting of Minds - Asset Management - 5 March 2020
Asset ManagementClient acquisitionclimate changeEngagementEnvironmentalESGGreenwashingMacro TrendsPropositionRegulationReputationalsustainableTrends
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Enhancing productivity is a key focus for wealth management and an important part of that will be ensuring that your front office has all client data
20 November 2019A Meeting of Minds Wealth Management and Private Banking - 20 November 2019
BehavioursEngagementStrategyWealth Management and Private Banking
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The State of the Nation: what is ‘really’ going on in wealth management and advisory firms, and how can technology help increase profitability?
20 November 2019A Meeting of Minds Wealth Management and Private Banking - 20 November 2019
AdviceAdvisorsBehavioursClientEngagementJourneyTechnologyWealth Management and Private Banking
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According to a specialist in generational behaviour, millennials consider human service to be the luxury end of the market.
13 June 2019A Meeting of Minds Wealth Management and Private Banking - 13 June 2019
ClientClient Data ManagementDigitalEngagementManagement InformationOnboardingTechnologyWealth Management and Private Banking
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Who is the CEO of your business?
27 November 2018A Meeting of Minds Advisory Distributors - November 2018
AdviceBehavioursEngagementFinancial Advisory
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OPTIMISING BUSINESS PERFORMANCE THROUGH CX
Tracking client engagement, an important and universally acknowledged challenge, is creeping up the list of CMOs’ priorities. And while many wealth firms, traditionally considered laggards in implementing client engagement programmes, have started to actively gather feedback and track key metrics to improve customers’ experience (CX) – more needs to be done to understand where we are as an industry to be able to better service our clients and their evolving needs.
15 November 2018A Meeting of Minds Wealth Management and Private Banking - November 2018
BehavioursEngagementExperienceHNWIUHNWIWealth Management and Private Banking
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WILL IT BE YOU OR THE ALGORITHM?
Improvements in artificial intelligence and the growing use of algorithms are beginning to alter the way financial advice is delivered to end-clients. Just how far reaching digital adoption and the impact of automation will be on advisor client relationships remains to be seen, but the wealth industry must ensure they are at the forefront of digital adoption.
15 July 2018A Meeting of Minds Wealth Management & Private Banking - June 2018
Artificial IntelligenceBack OfficeCloudCyberData ScienceDigitalEngagementFintechFront OfficeManagement InformationMobileOnboardingSecuritySocial MediaWealth Management and Private Banking
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SO ARE YOU PROVIDING YOUR CLIENTS WITH VALUE FOR MONEY?
As clients begin to look beyond performance as the defining factor in their relationship with wealth advisors, a more transparent and progressive fee structure, focusing on ways to add real value, is the way forward for the industry. It is essential that wealth managers are evaluating progressive strategies to deliver value for money.
15 July 2018A Meeting of Minds Wealth Management & Private Banking - June 2018
BrandEngagementExperienceJourneyTrainingTrendsWealth Management and Private Banking
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REPUTATION AND BRAND – SLOW TO BUILD AND QUICK TO ERODE – CRISIS MANAGEMENT SCENARIO PLANNING
There are multiple external and internal factors feeding into a company’s brand, marketing communications and brand crisis management. These factors, for example data security breaches or employee dismissal cases are likely to rise up the ladder of importance for wealth managers. Firms need to be ready and prepared to go through various scenarios.
15 July 2018A Meeting of Minds Wealth Management & Private Banking - June 2018
Artificial IntelligenceBack OfficeBehavioursBig DataBrandDigitalEngagementExperienceReputationalSocial MediaTrainingWealth Management and Private Banking
