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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Leveraging the tech to communicate with your clients
Expert and facilitator: Mike Johnstone, Director, TOMD (The Outsourced Marketing Department Limited)
17 October 2023New for 2023! Retirement Matters - October 2023
AIClientCommunicationDataRetirementTechnology
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First Innings - What will the AI frenzy mean for Gatekeepers?
Expert: Varun Rajwanshi, Senior Vice President, Lazard Asset Management Moderator: Chris Rushworth, Associate Director, Alpha Financial Management
12 October 2023A Meeting of Minds Gatekeepers - October 2023
AIGatekeepersMarket TrendsOpportunitiesPricingTechnology
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Could Open Finance help you match your customers to the right mortgage?
Expert: Jinesh Vohra, CEO, Sprive Facilitator: Kevin Mountford, Co-founder, Raisin UK
21 September 2023NEW for 2023! Mortgage Meeting of Minds - September 2023
AIMortgageMortgagesOpen BankingRegulatory IssuesTechnology
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Branching Out. What will the future of advice look like?
Expert: Sonya Keshvara, Alpha Financial Markets Consulting
25 May 2023NEW for 2023! A Meeting of Minds Paraplanning - May 2023
AdviceAIConsumer DutyFinancial AdvisoryTechnologyThe Future
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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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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
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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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A MASTERCLASS IN UNDERSTANDING THE DIFFERENT POTENTIAL OFFERED BY AI, RPA, BIG DATA, MACHINE LEARNING, THE CLOUD & VOICE
A Meeting of Minds Advisory Distributors - 28 November 2019
AIDataFinancial AdvisoryTechnology