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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Build, buy or partner what strategy is winning? What impact is M&A having on innovation?
Expert: John Chapman. Facilitator: Adam Jones, Redington
11 November 2021WealthTech Matters - The Business 11 November 2021
AcquisitionClient Data ManagementGrowthMergerMindful ofOrganic GrowthproductivityTechnology
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Let's Talk Dashboards
The session covered the extent to which a central user-facing technology platform, or dashboard, can serve to bring together information from multiple systems, delivering a real-time, comprehensive view of all points in the advice process, aiding client service management and facilitating more efficient business operations.
24 September 2020WealthTech Matters - The Adviser
ClientClient Data ManagementDataDigitalManagement InformationMindful ofproductivityTechnology