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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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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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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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
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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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So do you know your cryptocurrency from your Bitcoin from your blockchain?
As blockchain moves away from its bitcoin heritage it stands to revolutionise traditional banking models. However uncertainty remains surrounding the adoption of the technology, the role of crypto-currencies and recruiting the talent to drive this forward. Blockchain presents retail banking with both an unprecedented challenge and opportunity, ignore it at your peril!
A Meeting of Minds Bank and Brand Distribution of Retail Financial Services - April 2018
Artificial IntelligenceBack OfficeBig DataCultureData ScienceDigitalEUFintechManagement InformationMobileRetail Financial ServicesRiskSocial Media
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The future of banking – think palm of your hand rather than the cash dispenser
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.
A Meeting of Minds Bank and Brand Distribution of Retail Financial Services - April 2018
Artificial IntelligenceBack OfficeBehavioursBig DataBrandCloudCultureCyberData ScienceDigitalEngagementExperienceFintechFront OfficeJourneyManagement InformationMobileOnboardingRecruitmentRetail Financial ServicesSecuritySocial MediaTrends
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The future of social media – attention is the currency which counts
Cutting through the cluttered media landscape and engaging with clients on social media platforms is increasingly challenging. As social media evolves and new entrants and mediums emerge it is essential Financial Services have an effective strategy to capitalise on the opportunity and grab the attention of its customers.
A Meeting of Minds Bank and Brand Distribution of Retail Financial Services - April 2018
Artificial IntelligenceBack OfficeBehavioursBig DataBrandCloudDigitalEngagementExperienceFintechJourneyManagement InformationMobileRetail Financial ServicesSecuritySocial Media
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The millennials are more vulnerable than one might think
Millennials have surpassed baby boomers to become the largest consumer demographic, however with a deep mistrust of the system status quo born out of the financial crisis and an uncertainty regarding the future it is essential that brands are changing their paradigms to engage with this generation or risk becoming redundant.
A Meeting of Minds Bank and Brand Distribution of Retail Financial Services - April 2018
Artificial IntelligenceBack OfficeBehavioursDigitalExperienceJourneyRetail Financial ServicesSegementationSocial Media
