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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SO ARE YOU PROVIDING YOUR CLIENTS WITH VALUE FOR MONEY?
As clients begin to look beyond performance as the defining factor in their relationship with wealth advisors, a more transparent and progressive fee structure, focusing on ways to add real value, is the way forward for the industry. It is essential that wealth managers are evaluating progressive strategies to deliver value for money.
15 July 2018A Meeting of Minds Wealth Management & Private Banking - June 2018
BrandEngagementExperienceJourneyTrainingTrendsWealth Management and Private Banking
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REPUTATION AND BRAND – SLOW TO BUILD AND QUICK TO ERODE – CRISIS MANAGEMENT SCENARIO PLANNING
There are multiple external and internal factors feeding into a company’s brand, marketing communications and brand crisis management. These factors, for example data security breaches or employee dismissal cases are likely to rise up the ladder of importance for wealth managers. Firms need to be ready and prepared to go through various scenarios.
15 July 2018A Meeting of Minds Wealth Management & Private Banking - June 2018
Artificial IntelligenceBack OfficeBehavioursBig DataBrandDigitalEngagementExperienceReputationalSocial MediaTrainingWealth Management and Private Banking
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IN A WORLD OF COMPETING PRIORITIES HOW CAN YOU MAKE SURE YOU DON’T LEAVE IT TOO LATE TO COMMIT TO ENHANCING AND DIFFERENTIATING YOUR CUSTOMER EXPERIEN
Differentiating the client experience is crucial in ensuring that traditional wealth managers stay relevant to clients amid challenges from disruptive business models. An innovative client experience should cater for the individual needs of high-net-worth clients while still being able to complement existing business models. Utilising technology, working with suppliers and delivering bespoke client service are all challenges that the wealth industry must conquer in order to deliver unique client experience and retain loyalty.
15 July 2018A Meeting of Minds Wealth Management & Private Banking - June 2018
Artificial IntelligenceBack OfficeBehavioursBig DataBrandData ScienceDigitalEngagementExperienceFintechFront OfficeHNWIJourneyMobileOnboardingOnboardingRiskSecuritySegementationSocial MediaTrainingWealth Management and 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 and Private Banking
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AN OVERVIEW OF THE CHANGING SHAPE OF THE ‘IFA’ WORLD AND THE COMMERCIAL OPPORTUNITY IT OFFERS WEALTH MANAGEMENT
Against the backdrop of RDR, Brexit and a substantial shift towards outsourcing investment offerings and passive investments, the IFA community is undergoing a period of intense change. There is therefore a tectonic shift in the products that advisors require from wealth managers. It is imperative that wealth management understand and adapt their products and services to reflect these changes and ensure they extrapolate the commercial opportunities these present.
A Meeting of Minds Wealth Management and Private Banking - November 2017
BrandCorporate GovernanceEngagementEUEuropeHNWIJourneyMass AffluentOnboardingOutsourcingReputationalSegementationTrainingUKWealth Management and Private Banking