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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Innovative Behaviour - How to Ensure Technology Eases Not Increases Your Burdens
Expert: Darren Lowry - Director Sales and Michael Milner - Head of Product Integration, Nucleus Facilitator: Don Wild
27 April 2023A Meeting of Minds Winning Advisers North - April 2023
Back OfficeDigital SolutionsFinancial AdvisoryInnovationIntegrated systemsTechnology
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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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Future Wealth Management business models and the era of embedded finance
Expert: Emily Jones, KPMG. Facilitator: Shelley Doorey-Williams
14 June 2022WealthTech Matters The Adviser - June 2022
CustomerDigital SolutionsEmbedded financeExperienceMindful ofRelationshipsTechnologyThe FutureWealth management
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Enhancing client communications. Creating a holistic digital relationship with your clients.
Expert: Chris Ansara, Alt/Ave. Facilitator: Paul Miles, Silverback Consultancy
10 March 2022WealthTech Matters The Client - March 2022
ClientClient ExperienceDigital SolutionsDigitalisationMindful ofRegulatory IssuesTechnologyWealthWealth management
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If data is the new gold, how can wealth managers find the key to the treasure chest?
Expert: William Rouse, Wealth Dynamix. Facilitator: Stephen Wall, The Wealth Mosaic
11 November 2021WealthTech Matters - The Business 11 November 2021
Business developmentClient Data ManagementCommunicationDigital SolutionsExperienceJourneyMindful ofOnboardingOpen BankingRelationshipsRiskTechnologyYour businessYour clients
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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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Banking In The Cloud, Is The Industry Ready? Don’t Be Left Behind
Expert: Adrian Mountstephens, Equinix. Facilitator: John Chapman, Orion Consultancy
07 October 2021A Meeting of Minds - Bank and Brand Distribution of Retail Financial Services - 7 October 2021
Business developmentClientClient Data ManagementCloudDigital SolutionsLegacy SystemsPrivate BankingRetail Financial ServicesTechnologyYour clients
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How Far Can Automation Go?
Expert: David Wrench, Format14CRM. Facilitator: Chris Shaw, Tumelo
07 October 2021A Meeting of Minds - Bank and Brand Distribution of Retail Financial Services - 7 October 2021
AutomationBusiness developmentClientCustomerDigital SolutionsretailRetail Financial ServicesTeamTechnologyYour business
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Open Banking Is Unlocking Digital Financial Innovation – But What Can It Do For You?
Expert: Jon Hart, MoneyHub. Facilitator: Chris Shaw, Tumelo
07 October 2021A Meeting of Minds - Bank and Brand Distribution of Retail Financial Services - 7 October 2021
BankBranchBusiness developmentClientClient Data ManagementCustomerDataDigital Financial InnovationDigital platformDigital SolutionsOpen BankingRetail Financial ServicesSecure Digital EnvironmentTechnologyYour business
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So How Have Your Customers Changed In The Past Year Or So?
Expert: Bruce Keith, Bridgeweave, Facilitator: Phil Alcock, Raisin UK
07 October 2021A Meeting of Minds - Bank and Brand Distribution of Retail Financial Services - 7 October 2021
BankBehaviourBranchBrandBusiness developmentBusiness ModelClientCustomerDigital SolutionsPrivate BankingRetail Financial ServicesSustainable SolutionsTechnology