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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REGULATORY UPDATE – ARE YOU READY FOR MIFID II
While MIFID II is looming at the start of 2018, there is still a lot of uncertainty as to what is required. Key areas of concern are evidencing the cost breakdown of transactions, demonstrating suitability, reporting transactions and product governance.
14 July 2018A Meeting of Minds Wealth Management and Private Banking - November 2017
Back OfficeBig DataCorporate GovernanceEUMIFIDIIOnboardingReputationalSecurityUKWealth Management and Private Banking
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WHAT DOES YOUR PERFECT OUTSOURCING PARTNER LOOK LIKE?
Consolidation and increased regulation continue to elevate the attractiveness of outsourcing as a way to meet operational challenges. However to ensure you capitalise on the financial benefits, finding the perfect outsourcing partner with a strong cultural fit is paramount to a successful long-term relationship.
14 July 2018A Meeting of Minds Wealth Management and Private Banking - November 2017
AsiaBack OfficeBack OfficeEuropeGlobalManagement InformationMiddle EastOutsourcingSecurityUKUSWealth Management and Private Banking
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The Science of Financial Attention
The science of financial attention is the emerging discipline arising from the convergence of digital data, psychology and experimental science. As the relationship between individuals and financial institutions becomes digitised, utilising client data to revolutionise the client journey, contextualising client data and explaining factors that are pertinent to their investments is key to client engagement.
10 July 2017A Meeting of Minds Wealth Management and Private Banking - November 2017
AsiaBack OfficeBehavioursBig DataData ScienceDigitalEngagementEUEuropeExperienceJourneyMass AffluentMobileOnboardingRecruitmentSegementationTrainingTrendsUKWealth Management and Private Banking
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HOW TO GO ABOUT PUTTING BRAND VALUES INTO PRACTICE?
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.
A Meeting of Minds Wealth Management and Private Banking - November 2017
Artificial IntelligenceBack OfficeBehavioursBig DataBrandData ScienceDigitalEngagementExperienceFintechManagement InformationReputationalRiskSegementationSocial MediaTrendsUKWealth Management and Private Banking