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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Looking Ahead - The evolution of financial planning – session 2
Expert: Melinda Lovell, Enterprise Development Director, Dynamic Planner Facilitator: John Chapman, Director, Catalyst Partners
23 November 2023A Meeting of Minds Advisory Distributors - November 2023
ClientFinancial AdvisoryOrganic GrowthRegulationRetentionTechnology
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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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Battle of the CXs - How to make a convenient CX a compliant CX
Expert: Hakan Kocabeyoglu, VP Product, Unblu Inc. Facilitator: Caroline Burkart
21 March 2023WealthTech Matters The Client - March 2023
Client ExperienceInvestment PlatformnotificationsRegulationTechnologyWealthTech Matters
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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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Digital Dynamics. Creating a holistic online relationship with your clients
Expert: Ákos Szalay, Dorsum, supported by Renata and Greg. Facilitator: Paul Miles, Silverback Consultancy
14 June 2022WealthTech Matters The Adviser - June 2022
DataDigital platformDigital SolutionsEngagementMindful ofRegulationRelationshipsTechnology
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What role is AI playing in driving the future of financial services?
Expert: Catherine Parry, Deepview. Facilitator: Niall Buggy, Sionic
11 November 2021WealthTech Matters - The Business 11 November 2021
AIArtificial IntelligenceClient Data ManagementDigital platformDigital SolutionsFintechgovernanceMindful ofRegulationTechnology