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.
LOGGING ON AND CHECKING YOUR MONEY IS THE ADULT EQUIVALENT OF SHAKING YOUR PIGGY BANK. HOW DO YOU CONVINCE YOUR CLIENTS TO PAY MORE ATTENTION?
Appropriate digital tools can help to build client trust and improve client engagement. Successful digital solutions need to be designed with client specific needs in mind and wealth managers must build solutions centred on these needs rather than age or demographic. Adopting the correct security measures and maintaining advisor contact are key cornerstones of digital strategy.
Back OfficeBehavioursBig DataData ScienceDigitalEngagementExperienceFintechJourneyManagement InformationMobileOnboardingOnboardingSegementationSocial MediaTrainingTrendsWealth Management and Private Banking
The future of investment advice remains a subject of continued debate following the ever increasing utilisation of digital automation by financial institutions. Ultimately, firms must adopt a balanced service model, determining exactly which elements of the proposition to automate in conjunction with the human element of personal advice and overcome hurdles in terms of legacy IT systems.
Artificial IntelligenceBack OfficeBehavioursBig DataData ScienceDigitalEngagementExperienceFintechJourneyManagement InformationMobileOnboardingOnboardingReputationalSegementationTrendsWealth Management and Private Banking
Main concerns for D2C clients right now include the potential for a stock market crash, DB transfers and the impact of regulation and tech.
True differentiation can be a challenge for organisations so defining and communicating brand values is omnipotent. Yet identifying these values and ensuring they permeate the organisation can be challenging. It is essential that leadership teams demonstrate clear brand values and ensure these are embedded into the culture of the firm to enhance customer loyalty in a challenging market place.
Artificial IntelligenceBack OfficeBehavioursBig DataBrandData ScienceDigitalEngagementExperienceFintechManagement InformationReputationalRiskSegementationSocial MediaTrendsUKWealth Management and Private Banking
In a world of vertical integration, where does value sit in the value chain and how will this change?
A look at the different parts of the value chain to understand: Who will be the winners and losers? What are the evolving risk and pricing models? What will the impact of sub-advisory, commoditisation and competition be? How you demonstrate value? Where are the gaps and what needs are not currently being met?
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.
Artificial IntelligenceBack OfficeBack OfficeBehavioursBig DataBrandCultureData ScienceDigitalEngagementExperienceFintechFront OfficeJourneyManagement InformationMass MarketMobileOnboardingRetail Financial ServicesRiskSecuritySegementationSocial MediaTrainingTrends
It shouldn’t come as a surprise that most of our delegates (71% in fact) use an in-house CIP approach for their investment portfolios; followed by 38% using a third party CIP approach, but maybe it is time to have a good look at all the options out there.
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.
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.
Artificial IntelligenceBack OfficeBehavioursBig DataBrandCloudCultureCyberData ScienceDigitalEngagementExperienceFintechFront OfficeJourneyManagement InformationMobileOnboardingRecruitmentRetail Financial ServicesSecuritySocial MediaTrends