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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Saving for the retirement is a little passee - multiple/portfolio careers and working until we drop - let's take a look at the new paradigm
A Meeting of Minds Bank and Brand Distribution of Retail Financial Services - April 2017
Retail Financial Services
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Shifting the needle! What practical ways can you encourage innovation in your organisation?
A Meeting of Minds Bank and Brand Distribution of Retail Financial Services - October 2017
Retail Financial Services
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Simplifying the customer journey – is omni-channel the way forward for marketing in financial services?
A Meeting of Minds Bank & Brand Distribution of Retail Financial Services - October 2015
Retail Financial Services
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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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Social media norms and values – how do you control rapidly evolving digital technology which transcends borders, ages and religion?
FCA/CMA are pushing banks to be nursemaids and be proactive in supporting their customer’s financial needs. However most people have a relationship with more than one bank...
A Meeting of Minds Bank and Brand Distribution of Retail Financial Services - 28 March 2019
CommercialCommunicationFCAGDPROrganisationRetail 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
ClientEngagementPricingRetail Financial Services
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The commerciality of customer experience (CX) – Does it drive revenue and who is doing it well in Europe?
A Meeting of Minds Bank & Brand Distribution of Retail Financial Services - October 2016
Retail Financial Services
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The empty chair: How do you ensure you keep the customer at the front of your business culture and strategies?
A Meeting of Minds Bank & Brand Distribution of Retail Financial Services - October 2015
Retail Financial Services
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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 Saving Accounts
Do customers just invest based on rate or do they offset this against ease of withdrawal, brand or service?
A Meeting of Minds Bank and Brand Distribution of Retail Financial Services - 28 March 2019
BrandBrexitCompetitionCustomerDigitalInterestLegislationRetail Financial Services
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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
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The General Data Protection Regulation (GDPR)
A Meeting of Minds Bank and Brand Distribution of Retail Financial Services - October 2017
Retail Financial Services