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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ELITE PERFORMANCE: A PSYCHO-PHYSICAL APPROACH
To support employees towards elite performance, corporations now need to explore the untapped area of psycho-physical wellbeing as a key contributor.
15 July 2018A Meeting of Minds Wealth Management & Private Banking - June 2018
CultureRecruitmentRetentionTrainingWealth Management & Private Banking
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EFFICIENCY, SCALABILITY AND GROWTH – MAKING YOUR BUSINESS AMBITIONS COME TRUE
Middle and back-office processes need to be standardised across business lines in order to achieve the efficiency needed to drive asset growth. Clear management vision is essential within any large-scale change management process in order to meet growth targets while people considerations must not be overlooked.
15 July 2018A Meeting of Minds Wealth Management & Private Banking - June 2018
Back OfficeBehavioursBrandCultureEngagementFront OfficeHNWIOnboardingOutsourcingTrainingWealth Management & Private Banking
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SUSTAINABLE, ETHICAL, ENGAGEMENT, IMPACT – WHAT IS THE DIFFERENCE?
Client demand for ethical investing is growing, however many barriers remain in place, but as a rapid increase in clients seeking products in alignment with their value system, means that it is essential that this is viewed as a key strategy by the wealth industry.
14 July 2018A Meeting of Minds Wealth Management and Private Banking - November 2017
BehavioursCultureEngagementHNWIMass AffluentOnboardingWealth Management & Private Banking
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HOW CAN WE COMBAT MARGIN PRESSURES? IS IT TIME TO GO FOR GROWTH?
With increased regulation, rising operational costs and shrinking profit margins, wealth managers are being forced to re-evaluate their internal technology processes and explore new markets for growth to combat margin pressures and capitalise on future market trends.
13 July 2018A Meeting of Minds Wealth Management and Private Banking - November 2017
Artificial IntelligenceBehavioursBig DataCorporate GovernanceCultureData ScienceDigitalEngagementEUEuropeExperienceFintechHNWIManagement InformationOnboardingOnboardingOutsourcingSecuritySocial MediaWealth Management & Private Banking
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Buying, selling, building or retiring – you need a plan!
To financial advisory firms strategic business planning is paramount. Whether buying, selling, building or retiring, it is essential that Financial Advisers understand their business objectives and have an effective strategy to achieve them.
Winning Advisers - The Regional Roadshow - April 2018 - Birmingham
Artificial IntelligenceBack OfficeBehavioursCultureFinancial AdvisoryFront OfficeRecruitmentRemunerationRetentionTraining
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Buying, selling, building or retiring – you need a plan! October 2018
It is likely that you are all so busy coping with the day to day that your next step is little more than a pipe dream. So maybe this is a good time to sit back and think about writing that Plan. This is really a game of two halves! There is the conversation around buying and building and then the conversation around selling and retiring.
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Can you build a framework to assess your company culture?
A Meeting of Minds Bank and Brand Distribution of Retail Financial Services - 3 October 2019
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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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Fintechs: let’s talk scrums, sprints, tiger teams, data stacks…..they work in a different way and use a different lexicon…do we really need to underst
As the big established players outsource to nimble specialist fintechs, it is the coming together of two worlds. Indeed, a substantial proportion of our audience will work within a fintech environment. Their way of working would appear to encourage swifter decision making; greater innovation; and be appealing to the well-educated with ambition. Well that is the impression… We are intrigued and will invite a fintech to demystify.
A Meeting of Minds Bank and Brand Distribution of Retail Financial Services - 3 October 2019
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IF IT AIN’T BROKE, IT CAN PROBABLY STILL BE FIXED. INNOVATION IN WEALTH: IS IT MORE IMPORTANT TO EMBRACE NEW TECHNOLOGIES OR IMPROVE EXISTING PROCESSE
Technology is clearly opening up vast opportunities for wealth managers and private banks globally, helping to drive economies of scale, business efficiencies and honing the client experience. However the success of all of this is still dependent on a critical factor – the people both within the firm, and those of the technology provider, and the role they play, successful or otherwise, in using to technology to innovate and grow the business. The technology alone cannot achieve end goals without the right people to support its use.
A Meeting of Minds Wealth Management & Private Banking - June 2018
CultureDigitalEmployeeTechnologyWealth Management & Private Banking
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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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Preparing for growth: What can we learn from global high growth advisory firms?
The Advisor Benchmark study aims to understand global best practices in financial advice around the world, to help firms deliver better services and outcomes for clients. Leveraging data from the 2018 Benchmark study of over 1,300 advisory firms, this session discussed findings that relate to the characteristics of higher growth firms, relative to their lower growth peers.
A Meeting of Minds Winning Advisers - October 2018
AdviceAdvisory investment servicesCultureExperienceFinancial AdvisoryManagement InformationRetentionRiskTrainingTrends
