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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Pain Point – Pursuing productivity efficiencies without diluting depth of engagement
Expert: Chris Williams, Proposition Director, Nucleus Facilitator: Ben Wright, Director of Progress, Change Squared Ltd
23 November 2023A Meeting of Minds Advisory Distributors - November 2023
AdviceClient ExperienceDataFinancial AdvisoryproductivityTechnology
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Data Cloud – Bridging the data gap
Expert: George Koshy, Product Solutions Manager at SEI and Edward Blake, Chief Technology Officer at Waverton Investment Management Facilitator: Caroline Burkart, Director, Wealth Management Consulting at Alpha FMC
09 November 2023WealthTech Matters The Business - November 2023
Client ExperienceDataproductivitySecurityWealthTech Matters
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Firm Ground - Striking the balance between efficiency and experience
Expert: Chris Jones, Proposition Officer, Dynamic Planner Facilitator: Gilly Green, FoxRed Insights
05 October 2023A Meeting of Minds Winning Advisers South - October 2023
AIClient ExperienceConsumer DutyDataDigital platformFinancial Advisory
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In Full View - How to improve the client experience for competitive advantage
Expert: Rowan Jackson, Promising Outcomes Facilitator: Gilly Green, FoxRed Insight
05 October 2023A Meeting of Minds Winning Advisers South - October 2023
advisersClient ExperienceCompetitionDataFinancial AdvisoryTrust
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On Point. What does a good CRP look like?
Expert: Blaise Cardozo, Sionic Facilitator: Caroline Duff, Ammonite
25 May 2023NEW for 2023! A Meeting of Minds Paraplanning - May 2023
Client ExperienceConsumer DutyDataFCAFinancial Advisory
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Forging Ahead - How to ensure better client experiences powered by tech
Expert: Mark Trousdale, Investcloud. Facilitator: Chris Shaw, Dundas Consulting
21 March 2023WealthTech Matters The Client - March 2023
Client ExperienceConsumer DutyDataDigitalVoice recognitionWealthTech Matters
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Measuring Impact - How to evidence your value to your client
Expert: Ruta Pereira, KPMG Facilitator: Chris Shaw, Dundas Consulting
21 March 2023WealthTech Matters The Client - March 2023
Client ExperienceDataDemonstrating ValueInvestmentsTechnologyWealthTech Matters
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The Future of Client Servicing. Using data to power your offering
Expert: Ákos Szalay Facilitator: Nicola Carney
10 November 2022WealthTech Matters The Business - November 2022
AIClient ExperienceCommunicationDataDigital SolutionsWealthTech Matters
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Data Management. How data can empower your client experience
Expert: Barry Neilson Facilitator: Innes Miller
13 October 2022A Meeting of Minds Winning Advisers South - October 2022
Client Data ManagementClient ExperienceDataDigitalFinancial AdvisoryTechnology
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AI based planning, the emperor's new clothes or the real deal?
Expert: Samantha Christopher - Head of Proposition, Strategy, Growth, Fidelity Adviser Solutions Facilitator: Paul Miles, Silverback Consultancy (substituted because of illness by Steve Boucher, Fidelity)
23 June 2022A Meeting of Minds Advisory Distributors - June 2022
AIClient ExperienceDataEngagementFinancial AdvisoryIntergenerationalTechnology
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Tech support. From powering advice and operational activities to innovating
Expert: Alex Twiss, Connor Broadley Facilitator: Anita Juneja, SEI
23 June 2022A Meeting of Minds Advisory Distributors - June 2022
Client ExperienceDataFinancial AdvisoryIntegrationTechnologyTransformation
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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