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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Meeting Expectations – How technology can help with regulatory requirements
Expert: Chris Jones, Proposition Director at Dynamic Planner Facilitator: Stephen Wall, Founder of The Wealth Mosaic
09 November 2023WealthTech Matters The Business - November 2023
CommunicationConsumer DutyDataRegulationTechnologyWealthTech Matters
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Delicate Balance – Could the pursuit of efficiency dilute the depth of engagement?
Expert: Chris Williams, Proposition Director, Nucleus Facilitator: Niall Buggy, Partner, Asset & Wealth Management, Sionic
05 October 2023A Meeting of Minds Winning Advisers South - October 2023
Consumer DutyDigital platformEngagementFinancial AdvisoryTechnologyTraining
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Evidencing Value – The impact of higher interest on propositions and pricing
Expert: Lucy Grier and Dan Fairweather, Benchmark Capital Facilitator: Svenja Keller, Founder & Director, SK Inspire
05 October 2023A Meeting of Minds Winning Advisers South - October 2023
AdviceConsumer DutyFinancial AdvisoryPricingPrivate EquityTechnology
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Branching Out. What will the future of advice look like?
Expert: Sonya Keshvara, Alpha Financial Markets Consulting
25 May 2023NEW for 2023! A Meeting of Minds Paraplanning - May 2023
AdviceAIConsumer DutyFinancial AdvisoryTechnologyThe Future
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Fine-tuning. Finding efficiencies without reducing quality
Expert: Chris Davies, Model Office Facilitator: Kathy Ellison, Savanta
25 May 2023NEW for 2023! A Meeting of Minds Paraplanning - May 2023
ClientConsumer DutyEmerging MarketsFinancial AdvisoryTechnology
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Process transformation - Ensuring a ROI is the key to success when investing in wealth technology
Expert: Nigel Armstrong (SS&C Blue Prism) Facilitator: Niall Buggy (Sionic)
21 March 2023WealthTech Matters The Client - March 2023
Consumer DutyDataEmployeesM&ATechnologyWealthTech Matters
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Making businesses more efficient: The critical factors for advisers in the selection, management, and integration of technology
Facilitator: Helen Clark Expert: Andrew Smith and Damian Smyth
24 November 2022A Meeting of Minds Advisory Distributors - November 2022
Consumer DutyDataFinancial AdvisoryIntegrated systemsInvestment PlatformTechnologyTechnology strategy
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The Client Experience. Doing things 'a bit better' or rethinking the whole problem?
Expert: Farzana Khalil, Chief Customer Officer, Seccl and James Holmes Chief of Staff, Seccl Facilitator: Sarah Bennett (EY)
10 November 2022WealthTech Matters The Business - November 2022
AdviceClient ExperienceConsumer DutyInvestmentsTechnologyWealthTech Matters
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Clean Slate. How to move forward with tech adoption by looking more laterally
Expert: Andrew Back Facilitator: Innes Miller
13 October 2022A Meeting of Minds Winning Advisers South - October 2022
Business ModelConsumer DutyFinancial AdvisoryInvestment PlatformProfitabilityTechnology
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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
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Actionable Insights. How to use the right data at the right time to power the adviser/customer relationship.
Expert: Caroline Clarkson-Lund, VouchedFor. Facilitator: Alex Whitson
14 June 2022WealthTech Matters The Adviser - June 2022
AdvisorsConsumerConsumer DutyDataInsightsMindful ofTechnology