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.
-
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
-
How to create real customer relationships in the digital age
Digitising clients remains a major issue for asset managers, in both the institutional and retail space. Whilst asset managers often talk about ‘digital risk’ and the overheads needed to get clients online, as an industry we are not talking enough about the risk of NOT digitising when it comes to futureproofing your business.
A Meeting of Minds Asset Management - 19 September 2019
Asset ManagementCustomerDigitalDigitalisationinstitutionalInvestmentsROI
-
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
-
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