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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Client Experience: Serving your client right in a digital world
Expert: Eric Tyree, Head of Research and A.I. at Blue Prism. Facilitator: Niall Buggy, Sionic
10 March 2022WealthTech Matters The Client - March 2022
AutomationClientClient ExperienceDigitalisationHybridHybrid WorkingMindful ofTechnologyWealth management
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Enhancing client communications. Creating a holistic digital relationship with your clients.
Expert: Chris Ansara, Alt/Ave. Facilitator: Paul Miles, Silverback Consultancy
10 March 2022WealthTech Matters The Client - March 2022
ClientClient ExperienceDigital SolutionsDigitalisationMindful ofRegulatory IssuesTechnologyWealthWealth management
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AS PART OF YOUR EMPLOYEE RETENTION STRATEGY, YOU NEED YOUR TECH TO BE GOOD
Expert: Eric Tyree, Head of Research & Artificial Intelligence, Blueprism and Facilitator: Gilly Green, Sionic
24 June 2021A Meeting of Minds - Advisory Distributors - 24 June 2021
AdvisorsAIAutomationClientCOVIDculturalCustomerDigitalisationEmployeeFinancial AdvisoryInnovationJourneyOpen BankingRetentionTechTechnology
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THE POST-PANDEMIC ADVISER: FROM YOUR CULTURE TO YOUR CLIENTS AND EVERYTHING IN BETWEEN…
Expert: Vincent Tiseo, MD, Business Strategy, Strategic Advisory Solutions, GSAM and Facilitator: John Chapman, Orion Consultancy
24 June 2021A Meeting of Minds - Advisory Distributors - 24 June 2021
AdviceAdvisorsBusiness ModelClientCOVIDCultureDigitalisationEmployeeEmployee engagementFinancial AdvisoryHybridleadershipremote workingTechnologyYour business
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Are you ready for financial planning in a hybrid world?
Expert: Gary Savory, Senior Consultant, Dynamic Planner Facilitator: Giles Patterson, Aon Client Insight
17 June 2021WealthTech Matters The Adviser 17 June 2021
Artificial IntelligenceClientClient ExperienceCOVIDCustomerDataDigital platformDigitalisationFinancial servicesHumanHybridJourneyMindful ofSecurityTech futuresTechnology
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The robots might be coming… but they’d better be ready for a fight!
Expert: Antony Bream, MD UK & Americas, Wealth Dynamix Facilitator: Stephen Wall, The Wealth Mosaic
17 June 2021WealthTech Matters The Adviser 17 June 2021
Artificial IntelligenceBehavioursClientClient Data ManagementClient ExperienceCommunicationCOVIDDataDigitalDigital platformDigitalisationFront OfficeManagement InformationMindful ofMobileroboTechTech futuresTechnology
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Worried that implementing another siloed IT system won't meet your company goals to reduce OPEX, increase profit or improve CX?
Expert: Nigel Armstrong, Head of Wealth & Asset Management Solutions UK&I, BluePrism Facilitator: Giles Patterson, Aon Client Insight
17 June 2021WealthTech Matters The Adviser 17 June 2021
AutomationBack OfficeBusiness ModelCyberDigital mediaDigital platformDigitalisationFront OfficeMindful ofOnboardingroboTechTechnology
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So how do you do it all without a need for a huge investment and substantial business disruption? We believe we know how. Meet your digital workers!
So how do you do it all without a need for a huge investment and substantial business disruption? We believe we know how. Meet your digital workers!
11 March 2021WealthTech Matters - The Client - 11 March 2021
AutomationClient ExperienceDigitalDigital mediaDigital platformDigitalisationMindful ofroboTechnology
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How did your company fare? Needs must!
How did your company fare? Needs must! The key is what comes next. Personalisation at scale is the name of the game
A Meeting of Minds - Winning Advisers South - 15 October 2020
COVIDDigitalisationFinancial AdvisoryPersonalisationTechnology
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How has Covid impacted your business? What trends and opportunities can we identify from a global peer set?
How has Covid impacted your business? What trends and opportunities can we identify from a global peer set?
A Meeting of Minds - Advisory Distributors - 26 November 2020
CommunicationCOVIDDigitalisationEmployee engagementExperienceFinancial AdvisoryGrowthproductivityTechnology
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So you want to go digital?
CRMDigitalDigital platformDigitalisationEngagementFinancial adviserFinancial AdvisoryFinancial servicesStrategyTechnology