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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Banking In The Cloud, Is The Industry Ready? Don’t Be Left Behind
Expert: Adrian Mountstephens, Equinix. Facilitator: John Chapman, Orion Consultancy
07 October 2021A Meeting of Minds - Bank and Brand Distribution of Retail Financial Services - 7 October 2021
Business developmentClientClient Data ManagementCloudDigital SolutionsLegacy SystemsPrivate BankingRetail Financial ServicesTechnologyYour clients
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How Far Can Automation Go?
Expert: David Wrench, Format14CRM. Facilitator: Chris Shaw, Tumelo
07 October 2021A Meeting of Minds - Bank and Brand Distribution of Retail Financial Services - 7 October 2021
AutomationBusiness developmentClientCustomerDigital SolutionsretailRetail Financial ServicesTeamTechnologyYour business
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Open Banking Is Unlocking Digital Financial Innovation – But What Can It Do For You?
Expert: Jon Hart, MoneyHub. Facilitator: Chris Shaw, Tumelo
07 October 2021A Meeting of Minds - Bank and Brand Distribution of Retail Financial Services - 7 October 2021
BankBranchBusiness developmentClientClient Data ManagementCustomerDataDigital Financial InnovationDigital platformDigital SolutionsOpen BankingRetail Financial ServicesSecure Digital EnvironmentTechnologyYour business
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So How Have Your Customers Changed In The Past Year Or So?
Expert: Bruce Keith, Bridgeweave, Facilitator: Phil Alcock, Raisin UK
07 October 2021A Meeting of Minds - Bank and Brand Distribution of Retail Financial Services - 7 October 2021
BankBehaviourBranchBrandBusiness developmentBusiness ModelClientCustomerDigital SolutionsPrivate BankingRetail Financial ServicesSustainable SolutionsTechnology
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What’s Trust Got To Do With It?
Expert: Chris Ansara, ALT/AVE, Facilitator: John Chapman, Orion Consultancy
07 October 2021A Meeting of Minds - Bank and Brand Distribution of Retail Financial Services - 7 October 2021
ClientClient ExperienceCommunicationCustomerCyber CrimeDigital platformDigital SolutionsDigitalisationLegacy ProductsLegacy SystemsRegulatorsRegulatory IssuesRelationshipsRetail Financial ServicesSecure Digital EnvironmentSecuritySecuritySustainable SolutionsTrustYour clients
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Is human service becoming the luxury end of the market?
Millennials & Gen Z don’t need the human touch - it is old-fashioned & unnecessary OR Electronic contact is not enough for anyone especially at times of need
A Meeting of Minds Bank and Brand Distribution of Retail Financial Services - 28 March 2019
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Let’s talk the platformification of banking or marketplaces
A Meeting of Minds Bank and Brand Distribution of Retail Financial Services - 3 October 2019
ClientCustomerDigital platformJourneyRetail Financial Services
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Teaser pricing is now a thing of the past as customers become ever more savvy
Teaser pricing is a common route to attract customers, over time the need to provide value for customers has had to become balanced against the need to subsidise new customer acquisition costs.
A Meeting of Minds Bank and Brand Distribution of Retail Financial Services - 3 October 2019
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We need to help children and young people understand money
In order to financially educate young people to increase their understanding of finances and the practical implications for everyday life, children need to learn from their parents or at school.
A Meeting of Minds Bank and Brand Distribution of Retail Financial Services - 3 October 2019