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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The Science of Financial Attention
The science of financial attention is the emerging discipline arising from the convergence of digital data, psychology and experimental science. As the relationship between individuals and financial institutions becomes digitised, utilising client data to revolutionise the client journey, contextualising client data and explaining factors that are pertinent to their investments is key to client engagement.
10 July 2017A Meeting of Minds Wealth Management and Private Banking - November 2017
AsiaBack OfficeBehavioursBig DataData ScienceDigitalEngagementEUEuropeExperienceJourneyMass AffluentMobileOnboardingRecruitmentSegementationTrainingTrendsUKWealth Management and Private Banking
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The future of banking – think palm of your hand rather than the cash dispenser
As regulatory changes, shifting demographics and advancing technologies transform the face of banking, the industry must evolve. In order to succeed in this brave new world financial institutions must embrace technology, review partnership models and enhance customer experiences.
A Meeting of Minds Bank and Brand Distribution of Retail Financial Services - April 2018
Artificial IntelligenceBack OfficeBehavioursBig DataBrandCloudCultureCyberData ScienceDigitalEngagementExperienceFintechFront OfficeJourneyManagement InformationMobileOnboardingRecruitmentRetail Financial ServicesSecuritySocial MediaTrends