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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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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Productivity Boost - The power of AI on processes
Expert: Rob Tedder, Account Manager UK at Conquest Planner Facilitator: Ben Wright, Director of Progress at Change Squared
09 November 2023WealthTech Matters The Business - November 2023
advisersAIDataproductivitySecurityWealthTech Matters
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Navigating The Challenges With Data And AI Within UK Financial Services.
Expert: Catherine Parry, DeepView, Facilitator: Sarah Collinson, AllClear Insurance Services
07 October 2021A Meeting of Minds - Bank and Brand Distribution of Retail Financial Services - 7 October 2021
Business developmentCorporate GovernanceCultureDataDigital platformEmployeesFCAGDPRgovernanceMeeting of MindsOrganisationremote workingRetail Financial ServicesRiskSecuritySocial MediaTechnologyTrainingTrustYour business