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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Capturing your customer’s attention – it is after all a finite resource
As everyone wanders around staring at their phones … flicking between Instagram, Facebook, LinkedIn et al, how on earth do you capture their attention? And even if you do – how long can you hold on to it for?
25 June 2019A Meeting of Minds Advisory Distributors - 25 June 2019
AuthenticityCustomerDataDigitalFinancial AdvisoryFintechPersonalisation
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Creating a moment that delights – the perfect customer experiences
With market apathy, the impact of regulation and a lack of prioritisation from executive leadership creating the perfect customer experience is challenging. Yet consumer engagement and experience are paramount to longevity. So who is delighting the customer and how are they going about this?
A Meeting of Minds Bank and Brand Distribution of Retail Financial Services - April 2018
Back OfficeBack OfficeBehavioursBrandCultureData ScienceDigitalEngagementExperienceFintechFront OfficeFront OfficeJourneyRecruitmentRetail Financial ServicesSocial MediaTrainingTrends
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Fintechs: let’s talk scrums, sprints, tiger teams, data stacks…..they work in a different way and use a different lexicon…do we really need to underst
As the big established players outsource to nimble specialist fintechs, it is the coming together of two worlds. Indeed, a substantial proportion of our audience will work within a fintech environment. Their way of working would appear to encourage swifter decision making; greater innovation; and be appealing to the well-educated with ambition. Well that is the impression… We are intrigued and will invite a fintech to demystify.
A Meeting of Minds Bank and Brand Distribution of Retail Financial Services - 3 October 2019
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Partnerships: the perennial question: What makes them work?
More than ever, shifting consumer behaviour and increased innovation is driving the need to use partners to deliver customer proposition and experiences at lower economic cost points.
A Meeting of Minds Bank and Brand Distribution of Retail Financial Services - 28 March 2019
CustomerFintechGDPRInnovationPartnershipPropositionRetail Financial Services
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Personal finance goes digital. How ready are you?
As regulatory change and technological advancement drive innovation in digital personal finance it is essential that businesses are fully prepared to capitalise on this opportunity. Building trust via the digital channel, educating your customer on what is available and ensuring you have the correct digital tools in place are paramount to success.
A Meeting of Minds Bank and Brand Distribution of Retail Financial Services - April 2018
Artificial IntelligenceBack OfficeBack OfficeBehavioursBig DataBrandCultureData ScienceDigitalEngagementExperienceFintechFront OfficeJourneyManagement InformationMass MarketMobileOnboardingRetail Financial ServicesRiskSecuritySegementationSocial MediaTrainingTrends
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So do you know your cryptocurrency from your Bitcoin from your blockchain?
As blockchain moves away from its bitcoin heritage it stands to revolutionise traditional banking models. However uncertainty remains surrounding the adoption of the technology, the role of crypto-currencies and recruiting the talent to drive this forward. Blockchain presents retail banking with both an unprecedented challenge and opportunity, ignore it at your peril!
A Meeting of Minds Bank and Brand Distribution of Retail Financial Services - April 2018
Artificial IntelligenceBack OfficeBig DataCultureData ScienceDigitalEUFintechManagement InformationMobileRetail Financial ServicesRiskSocial Media
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The future of banking – think palm of your hand rather than the cash dispenser
As regulatory changes, shifting demographics and advancing technologies transform the face of banking, the industry must evolve. In order to succeed in this brave new world financial institutions must embrace technology, review partnership models and enhance customer experiences.
A Meeting of Minds Bank and Brand Distribution of Retail Financial Services - April 2018
Artificial IntelligenceBack OfficeBehavioursBig DataBrandCloudCultureCyberData ScienceDigitalEngagementExperienceFintechFront OfficeJourneyManagement InformationMobileOnboardingRecruitmentRetail Financial ServicesSecuritySocial MediaTrends
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The future of social media – attention is the currency which counts
Cutting through the cluttered media landscape and engaging with clients on social media platforms is increasingly challenging. As social media evolves and new entrants and mediums emerge it is essential Financial Services have an effective strategy to capitalise on the opportunity and grab the attention of its customers.
A Meeting of Minds Bank and Brand Distribution of Retail Financial Services - April 2018
Artificial IntelligenceBack OfficeBehavioursBig DataBrandCloudDigitalEngagementExperienceFintechJourneyManagement InformationMobileRetail Financial ServicesSecuritySocial Media