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 work in the advice market space
As the client demographic shifts, recruiting, retaining and motivating your workforce is essential to business success. A talent shortage, flexible working demands and a shifting client demographic make this challenging. What is the future of work and how should Financial Advisors innovate?
Winning Advisers - The Regional Roadshow - April 2018 - Birmingham
Back OfficeBehavioursCultureEuropeFinancial AdvisoryFront OfficeRecruitmentRemunerationRetentionTrainingUK