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.
-
The robots might be coming… but they’d better be ready for a fight!
Expert: Antony Bream, MD UK & Americas, Wealth Dynamix Facilitator: Stephen Wall, The Wealth Mosaic
17 June 2021WealthTech Matters The Adviser 17 June 2021
Artificial IntelligenceBehavioursClientClient Data ManagementClient ExperienceCommunicationCOVIDDataDigitalDigital platformDigitalisationFront OfficeManagement InformationMindful ofMobileroboTechTech futuresTechnology
-
So how do you do it all without a need for a huge investment and substantial business disruption? We believe we know how. Meet your digital workers!
So how do you do it all without a need for a huge investment and substantial business disruption? We believe we know how. Meet your digital workers!
11 March 2021WealthTech Matters - The Client - 11 March 2021
AutomationClient ExperienceDigitalDigital mediaDigital platformDigitalisationMindful ofroboTechnology
-
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
-
So you want to go digital?
CRMDigitalDigital platformDigitalisationEngagementFinancial adviserFinancial AdvisoryFinancial servicesStrategyTechnology