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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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
AdviceAdvisorsClientRetail Financial ServicesTechnology
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Is it time to change the way we segment our customers?
A Meeting of Minds Bank and Brand Distribution of Retail Financial Services - October 2017
Retail Financial Services
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Is it time to help the Millennials and the following generations both understand and benefit from financial services?
A Meeting of Minds Bank and Brand Distribution of Retail Financial Services - October 2017
Retail Financial Services
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Keeping the customers satisfied - the rise of convenience at the expense of loyalty
A Meeting of Minds Bank and Brand Distribution of Retail Financial Services - April 2017
Retail Financial Services
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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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Making information flow – how can we create a world where data works for everyone?
Retail Financial Services
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Me, Me, Me!!! Branding – personal and corporate. Managing your reputation
For successful organisations, branding starts with the staff and getting their engagement, and that then provides the platform to drive everything else
A Meeting of Minds Bank and Brand Distribution of Retail Financial Services - October 2018
Retail Financial Services
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Not just a service provider – putting the ‘partner’ in partnerships
A Meeting of Minds Bank & Brand Distribution of Retail Financial Services - October 2015
Retail Financial Services
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Open banking – how is it going? A force for good or just ratcheting up the pressure to stay afloat?
Open Banking is largely viewed as a positive business opportunity. To capitalise on this opportunity, financial institutions must ensure they fully understand the benefits and that they develop seamless solutions to suit their customers.
A Meeting of Minds Bank and Brand Distribution of Retail Financial Services - April 2018
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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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Right first time lending - the brand impact of saying no
A Meeting of Minds Bank and Brand Distribution of Retail Financial Services - April 2017
Retail Financial Services