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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Reddit all about it! Are you thinking about your clients of the future? Are you leveraging the tech to ensure they are plugged into you?
Reddit all about it! Are you thinking about your clients of the future? Are you leveraging the tech to ensure they are plugged into you?
WealthTech Matters - The Client - 11 March 2021
ClientCompetitionCustomerDigitalMindful ofMobileTechnologyWealth
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The Future of Saving Accounts
Do customers just invest based on rate or do they offset this against ease of withdrawal, brand or service?
A Meeting of Minds Bank and Brand Distribution of Retail Financial Services - 28 March 2019
BrandBrexitCompetitionCustomerDigitalInterestLegislationRetail Financial Services