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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Big Impact - Why successful client lifecycle management is so critical to business success
Expert: David Barks Facilitator: Christine Cirani
08 June 2023A Meeting of Minds Wealth Management and Private Banking - June 2023
Client Data ManagementDataInvestmentsRegulationValuationWealth Management and Private Banking
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What role is AI playing in driving the future of financial services?
Expert: Catherine Parry, Deepview. Facilitator: Niall Buggy, Sionic
11 November 2021WealthTech Matters - The Business 11 November 2021
AIArtificial IntelligenceClient Data ManagementDigital platformDigital SolutionsFintechgovernanceMindful ofRegulationTechnology