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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Digital Dynamics. Creating a holistic online relationship with your clients
Expert: Ákos Szalay, Dorsum, supported by Renata and Greg. Facilitator: Paul Miles, Silverback Consultancy
14 June 2022WealthTech Matters The Adviser - June 2022
DataDigital platformDigital SolutionsEngagementMindful ofRegulationRelationshipsTechnology
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Leveraging platform technology...
Expert: Adam Harrison, Titanbay joined by Nick Rosenblatt, Mercer. Facilitator: Gilly Green, Sionic
11 November 2021WealthTech Matters - The Business 11 November 2021
Client ExperienceDigital platformDigital SolutionsInvestment PlatformMindful ofPlatform providersPrivate MarketRiskTechnology
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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
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Are you ready for financial planning in a hybrid world?
Expert: Gary Savory, Senior Consultant, Dynamic Planner Facilitator: Giles Patterson, Aon Client Insight
17 June 2021WealthTech Matters The Adviser 17 June 2021
Artificial IntelligenceClientClient ExperienceCOVIDCustomerDataDigital platformDigitalisationFinancial servicesHumanHybridJourneyMindful ofSecurityTech futuresTechnology
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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
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Worried that implementing another siloed IT system won't meet your company goals to reduce OPEX, increase profit or improve CX?
Expert: Nigel Armstrong, Head of Wealth & Asset Management Solutions UK&I, BluePrism Facilitator: Giles Patterson, Aon Client Insight
17 June 2021WealthTech Matters The Adviser 17 June 2021
AutomationBack OfficeBusiness ModelCyberDigital mediaDigital platformDigitalisationFront OfficeMindful ofOnboardingroboTechTechnology
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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