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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Pain Point – Pursuing productivity efficiencies without diluting depth of engagement
Expert: Chris Williams, Proposition Director, Nucleus Facilitator: Ben Wright, Director of Progress, Change Squared Ltd
23 November 2023A Meeting of Minds Advisory Distributors - November 2023
AdviceClient ExperienceDataFinancial AdvisoryproductivityTechnology
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Value Adding – Adapting to the world of enhanced client experience
Expert: Edward Turner, Private Banker at Dreyfus Banquiers Facilitator: Simon Minder, Family Office Advisor at M76 – Family Office Consulting
14 November 2023NEW for 2023! WealthTech Matters Switzerland - November 2023
Client ExperienceMetricTechnologyTrustWealth managementWealthTech Matters
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Efficiency Generation – What the future of work looks like for the adviser
Expert: Chris Thorne, Senior Solution Consultant at SS&C Blue Prism Facilitator: Gilly Green, Managing Partner at FoxRed Insight
28 June 2023WealthTech Matters The Adviser - June 2023
AutomationClient ExperienceRelationshipsTechnologyWealth managementWealthTech 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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Measuring Impact - How to evidence your value to your client
Expert: Ruta Pereira, KPMG Facilitator: Chris Shaw, Dundas Consulting
21 March 2023WealthTech Matters The Client - March 2023
Client ExperienceDataDemonstrating ValueInvestmentsTechnologyWealthTech Matters
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Drive Seat. How to boost productivity and efficiency
Expert: Leo Niers, Head of Client Training for Europe and Asia at Capital Group Facilitator: Richard Parkin, Founder, Richard Parkin Consulting
24 November 2022A Meeting of Minds Advisory Distributors - November 2022
AdvisorsClient ExperienceFinancial AdvisoryproductivityRelationshipsTechnology
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Goal Based Planning. A more holistic way to service your clients
Expert: Iwan Schafthuizen (Managing Director Business Development, Ortec Finance) Facilitator: Shelley Doorey Williams (Partner, Consulting, KPMG)
17 November 2022A Meeting of Minds Wealth Management and Private Banking - November 2022
Client ExperienceGoals-based planningInvestmentsTechnologyTrainingWealth Management and Private Banking
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The Client Experience. Doing things 'a bit better' or rethinking the whole problem?
Expert: Farzana Khalil, Chief Customer Officer, Seccl and James Holmes Chief of Staff, Seccl Facilitator: Sarah Bennett (EY)
10 November 2022WealthTech Matters The Business - November 2022
AdviceClient ExperienceConsumer DutyInvestmentsTechnologyWealthTech Matters
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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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AI based planning, the emperor's new clothes or the real deal?
Expert: Samantha Christopher - Head of Proposition, Strategy, Growth, Fidelity Adviser Solutions Facilitator: Paul Miles, Silverback Consultancy (substituted because of illness by Steve Boucher, Fidelity)
23 June 2022A Meeting of Minds Advisory Distributors - June 2022
AIClient ExperienceDataEngagementFinancial AdvisoryIntergenerationalTechnology
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Tech support. From powering advice and operational activities to innovating
Expert: Alex Twiss, Connor Broadley Facilitator: Anita Juneja, SEI
23 June 2022A Meeting of Minds Advisory Distributors - June 2022
Client ExperienceDataFinancial AdvisoryIntegrationTechnologyTransformation
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Make It Personal. Adopting goal-based planning to service your clients
Expert: Rob Harradine, Ammonite
14 June 2022WealthTech Matters The Adviser - June 2022
ClientClient ExperienceGoals-based planningIndependent Financial AdviserMindful ofTechnologyThe Futurevalue