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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Choice Matters – Enabling advisers by measuring impact
Expert: Alex Whitson, Managing Director at VouchedFor
28 June 2023WealthTech Matters The Adviser - June 2023
advisersCommunicationConsumer DutyDigitalHybridWealthTech Matters
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Client Lifecycle Management – Putting IT at the heart of business and the role of AI
Expert: Alessandro Tonchia, Head of Strategy at InvestCloud Europe and Asia Facilitator: Gilly Green, Managing Partner at FoxRed Insight
28 June 2023WealthTech Matters The Adviser - June 2023
AIClient Data ManagementClient ExperienceOnboardingWealth managementWealthTech Matters
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Cost & Benefits – Leveraging technology to transform client-adviser communications
Expert: Luc Haldimann, Co-Founder and CEO of Unblu Facilitator: Blaise Cardozo, Director of Sionic
28 June 2023WealthTech Matters The Adviser - June 2023
CommunicationcompliancecostIntegrationTechnologyWealthTech Matters
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Digital Space – Adapting to evolving assets
Expert: Bruce Keith, CEO of Bridgeweave Facilitator: Stephen Wall, Co-founder and Head of Marketplace and Content at The Wealth Mosaic
28 June 2023WealthTech Matters The Adviser - June 2023
cryptoDigitalInvestmentsvalueWealth managementWealthTech Matters
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Efficiency Generation – What the future of work looks like for the adviser
Expert: Chris Thorne, Senior Solution Consultant at SS&C Blue Prism Facilitator: Gilly Green, Managing Partner at FoxRed Insight
28 June 2023WealthTech Matters The Adviser - June 2023
AutomationClient ExperienceRelationshipsTechnologyWealth managementWealthTech Matters
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Battle of the CXs - How to make a convenient CX a compliant CX
Expert: Hakan Kocabeyoglu, VP Product, Unblu Inc. Facilitator: Caroline Burkart
21 March 2023WealthTech Matters The Client - March 2023
Client ExperienceInvestment PlatformnotificationsRegulationTechnologyWealthTech Matters
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Forging Ahead - How to ensure better client experiences powered by tech
Expert: Mark Trousdale, Investcloud. Facilitator: Chris Shaw, Dundas Consulting
21 March 2023WealthTech Matters The Client - March 2023
Client ExperienceConsumer DutyDataDigitalVoice recognitionWealthTech Matters
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Measuring Impact - How to evidence your value to your client
Expert: Ruta Pereira, KPMG Facilitator: Chris Shaw, Dundas Consulting
21 March 2023WealthTech Matters The Client - March 2023
Client ExperienceDataDemonstrating ValueInvestmentsTechnologyWealthTech Matters
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On Point - How to ensure superior reporting
Expert: Michael Feeley (SEI). Facilitator: Emma Chesney (CCS)
21 March 2023WealthTech Matters The Client - March 2023
DatagenerationalIntergenerationalnotificationsRegulationWealthTech Matters
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Process transformation - Ensuring a ROI is the key to success when investing in wealth technology
Expert: Nigel Armstrong (SS&C Blue Prism) Facilitator: Niall Buggy (Sionic)
21 March 2023WealthTech Matters The Client - March 2023
Consumer DutyDataEmployeesM&ATechnologyWealthTech Matters
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Proposition Revolution - Embracing the latest tech trends to serve more customers
Expert: Peter Fairweather. Facilitator: Caroline Burkart
21 March 2023WealthTech Matters The Client - March 2023
AutomationCustomerFinancial adviserHybridTechnologyWealthTech Matters
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Cutting Loose. How to free yourself from legacy technology and escape the cycle of tech debt
Expert: Agustin Collazo Facilitator: Stephen Wall
10 November 2022WealthTech Matters The Business - November 2022
Legacy SystemsproductivityProfitabilityStrategyTechnologyWealthTech Matters