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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Can human-based advice compete with robo-advice? The age of robo-advice is dawning. Mimic them, differentiate from them or join them!
A Meeting of Minds Bank & Brand Distribution of Retail Financial Services - October 2016
Retail Financial Services
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Can you build a framework to assess your company culture?
A Meeting of Minds Bank and Brand Distribution of Retail Financial Services - 3 October 2019
CultureEmployeeEmployee engagementRetail Financial Services
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Can you safely provide financial services to your customers without the humans?
Many financial services products are sold online, and largely without human intervention...
A Meeting of Minds Bank and Brand Distribution of Retail Financial Services - 28 March 2019
HumanMortgagesPensionRetail Financial ServicesTechnologyVulnerable
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Catering for generation 50+ and combatting the savings gap
A Meeting of Minds Bank & Brand Distribution of Retail Financial Services - October 2015
Retail Financial Services
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Companies are investing millions in everything tech but are they losing sight of the customer and what they actually want? And how viable are they?
A Meeting of Minds Bank and Brand Distribution of Retail Financial Services - October 2017
Retail Financial Services
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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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Customer focused versus customer centric – knowing the difference between the two can give you a serious competitive advantage
Customer focused is what you know the customer wants (data led) whereas customer centric is providing the customer with something they want, even before they know it themselves e.g. Apple iPad
A Meeting of Minds Bank and Brand Distribution of Retail Financial Services - 3 October 2019
CustomerRetail Financial Services
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D2C – The future of investment advice
A Meeting of Minds Bank and Brand Distribution of Retail Financial Services - October 2017
Retail Financial Services
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Delivering Financial Wellbeing to the UK
Auto-enrolment has been a huge success and is a very good thing. Collectively, we should give ourselves a pat on the back for this: 9m individuals enrolled, and 90% of them have stayed with it
A Meeting of Minds Bank and Brand Distribution of Retail Financial Services - October 2018
Retail Financial Services
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Differentiation – how to stand out
A Meeting of Minds Bank and Brand Distribution of Retail Financial Services - October 2017
Retail Financial Services
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Disrupt or be disrupted. Attempts to create new, viable business models for the digital age will flounder unless people and organisations are willing
In financial services we are at the precipice of possibly the biggest revolution with the potential that open banking brings. No longer do the incumbents hold all the cards - figuratively and literally - you either embrace the change or deal with the consequences.
A Meeting of Minds Bank and Brand Distribution of Retail Financial Services - October 2018
Retail Financial Services
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Environmental, social and governance (ESG) is now viewed as table stakes within certain investment quarters
ESG is seen as core to the way today's responsible businesses operate. What is responsible investing, and do we continue or start?
A Meeting of Minds Bank and Brand Distribution of Retail Financial Services - 3 October 2019
ESGInvestmentsRetail Financial Services