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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Data Management. How data can empower your client experience
Expert: Barry Neilson Facilitator: Innes Miller
13 October 2022A Meeting of Minds Winning Advisers South - October 2022
Client Data ManagementClient ExperienceDataDigitalFinancial AdvisoryTechnology
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CLIENT EXPERIENCE VS COST REDUCTION VS REVENUE GROWTH: A BATTLE FOR BUDGET
Client experience Vs cost reduction Vs revenue growth - A battle for budget
29 April 2021A Meeting of Minds - Winning Advisers - 29 April 2021
AdviceClientContentcostDigitalDigital platformFinancial AdvisoryTechnology
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Techtonics - Tech, markets and regime change
Techtonics - Tech, markets and regime change
29 April 2021A Meeting of Minds - Winning Advisers - 29 April 2021
Artificial IntelligenceAssetCyberDataDigitalFinancial AdvisoryInflationInterestMarket TrendsTechnology
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So you want to go digital?
CRMDigitalDigital platformDigitalisationEngagementFinancial adviserFinancial AdvisoryFinancial servicesStrategyTechnology