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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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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Achieving Digital Intimacy to Create Devoted Customers and Advocates For Your Business
Three things are key – trust, personalisation and culture
A Meeting of Minds Bank and Brand Distribution of Retail Financial Services - October 2018
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Can you safely provide financial services to your customers without the humans?
Many financial services products are sold online, and largely without human intervention...
A Meeting of Minds Bank and Brand Distribution of Retail Financial Services - 28 March 2019
HumanMortgagesPensionRetail Financial ServicesTechnologyVulnerable
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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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Delivering Financial Wellbeing to the UK
Auto-enrolment has been a huge success and is a very good thing. Collectively, we should give ourselves a pat on the back for this: 9m individuals enrolled, and 90% of them have stayed with it
A Meeting of Minds Bank and Brand Distribution of Retail Financial Services - October 2018
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Disrupt or be disrupted. Attempts to create new, viable business models for the digital age will flounder unless people and organisations are willing
In financial services we are at the precipice of possibly the biggest revolution with the potential that open banking brings. No longer do the incumbents hold all the cards - figuratively and literally - you either embrace the change or deal with the consequences.
A Meeting of Minds Bank and Brand Distribution of Retail Financial Services - October 2018
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How do you acquire new clients? Give them free tickets to the cinema or farm their data?
Really understand what your customers want and segment them to be more personalised
A Meeting of Minds Bank and Brand Distribution of Retail Financial Services - October 2018
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If content is king, what is the future of content marketing and client segmentation?
Simply producing a lot of marketing content and distributing it to all your clients/prospects will no longer work
A Meeting of Minds Bank and Brand Distribution of Retail Financial Services - 28 March 2019
ContentCustomerMarketingRetail Financial ServicesSegmentation
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In API world - are you going to be an aggregator or a contributor of data? Might this affect your client relationship?
If you aren’t on the front foot, might you be losing control of your customer base?
A Meeting of Minds Bank and Brand Distribution of Retail Financial Services - 28 March 2019
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Is human service becoming the luxury end of the market?
Millennials & Gen Z don’t need the human touch - it is old-fashioned & unnecessary OR Electronic contact is not enough for anyone especially at times of need
A Meeting of Minds Bank and Brand Distribution of Retail Financial Services - 28 March 2019
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Me, Me, Me!!! Branding – personal and corporate. Managing your reputation
For successful organisations, branding starts with the staff and getting their engagement, and that then provides the platform to drive everything else
A Meeting of Minds Bank and Brand Distribution of Retail Financial Services - October 2018
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Open banking – how is it going? A force for good or just ratcheting up the pressure to stay afloat?
Open Banking is largely viewed as a positive business opportunity. To capitalise on this opportunity, financial institutions must ensure they fully understand the benefits and that they develop seamless solutions to suit their customers.
A Meeting of Minds Bank and Brand Distribution of Retail Financial Services - April 2018
