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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How do you convince your clients to pay more attention? The digital journey
Logging on and checking your money is the adult equivalent of shaking your piggy bank. Your clients are very busy and it is difficult to attract their attention.They might log on and check the state of their portfolio - which is good - but can you deepen the connection whilst they are there?
A Meeting of Minds Advisory Distributors - June 2018
Artificial IntelligenceBehavioursDigitalExperienceFinancial AdvisoryFintechJourney
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In a world of vertical integration, where does value sit in the value chain and how will this change?
A look at the different parts of the value chain to understand: Who will be the winners and losers? What are the evolving risk and pricing models? What will the impact of sub-advisory, commoditisation and competition be? How you demonstrate value? Where are the gaps and what needs are not currently being met?
A Meeting of Minds Advisory Distributors - June 2018
Artificial IntelligenceBack OfficeExperienceFinancial AdvisoryFintechManagement InformationSecurityTrends