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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Bank on the apathetic customer or be ready for action should their circumstances change
“Banks still have this mentality that you give gold to them and they keep it and give you a slight premium.”
A Meeting of Minds Bank and Brand Distribution of Retail Financial Services - 3 October 2019
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Big tech is most likely coming to a town near you…..but maybe we should be looking eastwards rather than westwards?
Tech companies are realising that it is money that makes the world go around and are seeking to get a piece of the action. Amazon, Facebook and Apple are all trying to get into money.
A Meeting of Minds Bank and Brand Distribution of Retail Financial Services - 3 October 2019
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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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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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Customer focused versus customer centric – knowing the difference between the two can give you a serious competitive advantage
Customer focused is what you know the customer wants (data led) whereas customer centric is providing the customer with something they want, even before they know it themselves e.g. Apple iPad
A Meeting of Minds Bank and Brand Distribution of Retail Financial Services - 3 October 2019
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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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Environmental, social and governance (ESG) is now viewed as table stakes within certain investment quarters
ESG is seen as core to the way today's responsible businesses operate. What is responsible investing, and do we continue or start?
A Meeting of Minds Bank and Brand Distribution of Retail Financial Services - 3 October 2019
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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
