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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Are you doing your (Consumer) duty? An opportunity to check you have all bases covered
Expert: Mike Harrison, Practice Lead, Insurance and Lending, Bovill Facilitator: Mark Spiers, Partner, Bovill
21 September 2023NEW for 2023! Mortgage Meeting of Minds - September 2023
Consumer DutyCustomerMortgagemortgageoutcomessenior managers
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Ahead of the Game - Meeting evolving client expectations
Expert: Iwan Schafthuizen, MSc Facilitator: Shelley Doorey-Williams
08 June 2023A Meeting of Minds Wealth Management and Private Banking - June 2023
Client ExperienceConsumer DutyCustomerGoals-based planningWealth Management and Private Banking
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Access all areas: Examining open banking and third-party relationships
Expert: Vaughan Jenkins, Moneyhub Facilitator: Robert Harradine (Ammonite)
06 October 2022A Meeting of Minds Bank and Brand Distribution of Retail Financial Services - October 2022
CompetitionConsumer DutyCustomerOpen BankingRetail Financial ServicesThird-party
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Crisis Management: Facing up the increase in living costs and the financially vulnerable
Expert: Junaid Mujaver Facilitator: Kathy Ellison
06 October 2022A Meeting of Minds Bank and Brand Distribution of Retail Financial Services - October 2022
Consumer DutyCustomerFinancially vulnerableLiving costsRegulationRetail Financial Services
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First class. Using embedded finance to ensure better customer journeys
Expert: Sebastian Schusman Facilitator: Ben MacGregor
06 October 2022A Meeting of Minds Bank and Brand Distribution of Retail Financial Services - October 2022
Consumer DutyCustomerEmbedded financeFCAPartnershipRetail Financial Services
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Longterm commitment. Forging committed partnerships
Expert: Howard Barber Facilitator: Lucian Camp
06 October 2022A Meeting of Minds Bank and Brand Distribution of Retail Financial Services - October 2022
Consumer DutyCustomerIntergenerationalRegulationRetail Financial ServicesTechnology