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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The hybrid approach to financial advice – part human part algorithm
Business ModelPersonalisationRetail Financial ServicesStrategyTechnology
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The millennials are more vulnerable than one might think
Millennials have surpassed baby boomers to become the largest consumer demographic, however with a deep mistrust of the system status quo born out of the financial crisis and an uncertainty regarding the future it is essential that brands are changing their paradigms to engage with this generation or risk becoming redundant.
A Meeting of Minds Bank and Brand Distribution of Retail Financial Services - April 2018
Artificial IntelligenceBack OfficeBehavioursDigitalExperienceJourneyRetail Financial ServicesSegementationSocial Media
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The power of nudging and subliminal messaging? Underestimate it at your peril
A Meeting of Minds Bank and Brand Distribution of Retail Financial Services - October 2017
Retail Financial Services
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The robots are coming: a masterclass in understanding the different potential offered by AI, RPA, Big Data, machine learning, the Cloud and Voice
Given the range of tech, AI, RPA, Machine learning – it’s clear that more mid-sized companies will not be able to compete or access such technology and capability unless they outsource or their key strategic partners outsource.
A Meeting of Minds Bank and Brand Distribution of Retail Financial Services - 28 March 2019
AuditCapabilityDataGDPRRetail Financial ServicesTechTechnology
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The value of loyalty – has Nectar got it right? And how important is personalization?
A Meeting of Minds Bank & Brand Distribution of Retail Financial Services - October 2015
Retail Financial Services
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Trust and reputation
Trust is a rare commodity when it comes to the FS industry. Overall, this sector isn’t great at self-promoting, and cynicism is a big challenge when banks stand up to speak or attempt to share their stories. Their message sometimes comes across as too rehearsed, and manipulative, which isn’t what they intended it to be ; it sounds like the public is after more authenticity.
A Meeting of Minds Bank and Brand Distribution of Retail Financial Services - 3 October 2019
CustomerleadershipRetail Financial Services
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Understanding the Internet of Things (IoT): Connected devices and the application of data in Financial Services.
A Meeting of Minds Bank & Brand Distribution of Retail Financial Services - October 2016
Retail Financial Services
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We need to help children and young people understand money
In order to financially educate young people to increase their understanding of finances and the practical implications for everyday life, children need to learn from their parents or at school.
A Meeting of Minds Bank and Brand Distribution of Retail Financial Services - 3 October 2019
ClientFinancial EducationRetail Financial Services
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Will the introduction of a Retirement Interest Only (RIO) mortgage prove to be a carnival samba for the lifetime mortgage sector or the last waltz?
We are all living longer (hurrah!) but a lot of us have to work longer (boo!) and this will only increase in the future...
A Meeting of Minds Bank and Brand Distribution of Retail Financial Services - 28 March 2019
AdviceAdvisorsFlexibilityInterestmortgageRetail Financial ServicesRetirement
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Will the UK Challenger Banks become the platform of choice for consumers in the new open banking ecosystem?
A Meeting of Minds Bank and Brand Distribution of Retail Financial Services - October 2017
Retail Financial Services
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With the advent of PSD2, let’s focus on mortgages and consider the strategies you might adopt to hang on to your customers
A Meeting of Minds Bank and Brand Distribution of Retail Financial Services - October 2017
Retail Financial Services