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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Sustainable Finance – Your Customers Are Watching You. They Need You To Be Doing The Right Thing
Expert: John Southern, HBS Group Southern. Facilitator: Mandy Kirby, City Hive
07 October 2021A Meeting of Minds - Bank and Brand Distribution of Retail Financial Services - 7 October 2021
AssetBankBrandBusiness developmentBusiness ModelCultureCustomerESGretailRetail Financial ServicessustainableYour business
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Talent Wins Games, But Teamwork And Intelligence Win Championships, Said Basketball Legend Michael Jordan, Who Should Know.
Expert: Alan Williams, ServiceBrand, Facilitator: Sarah Collinson, AllClear Insurance Services
07 October 2021A Meeting of Minds - Bank and Brand Distribution of Retail Financial Services - 7 October 2021
active managementBankBehavioursBrandBusiness developmentBusiness ModelCultureEmployeeEmployee engagementEmployee Value PropositionleadershipManagementManagement InformationPeoplePerformanceretailRetail Financial ServicesSuccessTalentTeamValuesYour business
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The Branch Is Not Dead – It Has Been Re-Born
Expert: Sue Lewis, Savanta. Facilitator: Kathy Ellison, Savanta
07 October 2021A Meeting of Minds - Bank and Brand Distribution of Retail Financial Services - 7 October 2021
BranchBrandBusiness developmentConsumerDigital platformretailRetail Financial Services
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What’s Trust Got To Do With It?
Expert: Chris Ansara, ALT/AVE, Facilitator: John Chapman, Orion Consultancy
07 October 2021A Meeting of Minds - Bank and Brand Distribution of Retail Financial Services - 7 October 2021
ClientClient ExperienceCommunicationCustomerCyber CrimeDigital platformDigital SolutionsDigitalisationLegacy ProductsLegacy SystemsRegulatorsRegulatory IssuesRelationshipsRetail Financial ServicesSecure Digital EnvironmentSecuritySecuritySustainable SolutionsTrustYour clients
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AS PART OF YOUR EMPLOYEE RETENTION STRATEGY, YOU NEED YOUR TECH TO BE GOOD
Expert: Eric Tyree, Head of Research & Artificial Intelligence, Blueprism and Facilitator: Gilly Green, Sionic
24 June 2021A Meeting of Minds - Advisory Distributors - 24 June 2021
AdvisorsAIAutomationClientCOVIDculturalCustomerDigitalisationEmployeeFinancial AdvisoryInnovationJourneyOpen BankingRetentionTechTechnology
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COMPANY ENGAGEMENT – GREENWASHING?
Expert: Sora Utzinger, Head of ESG Research, Aviva Investors and Facilitator Mandy Kirby, City Hive Network
24 June 2021A Meeting of Minds - Advisory Distributors - 24 June 2021
ClientEngagementEnvironmentalESGFinancial AdvisorygovernanceGreenwashingvalue
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ESG: WHAT WAS IT? WHAT IS IT RIGHT NOW? AND WHERE IS IT GOING?
Expert: David Beacham, Business Development Director, Carmignac and Facilitator: Jo Goddard, Founder and lead consultant, Green & Good Consulting
24 June 2021A Meeting of Minds - Advisory Distributors - 24 June 2021
AdviceAuthenticityClientcomplianceCOP26Corporate GovernanceEnvironmentalESGFinancial AdvisorygovernanceGreenwashingInvestmentssustainable
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POST PANDEMIC INFLATION: ARE YOU PREPARED?
Expert: Benjamin Suess, Investment Solutions, UBS Asset Management and Facilitator: Roderic Rennison, Rennison Consulting Ltd www.rennisonconsulting.com
24 June 2021A Meeting of Minds - Advisory Distributors - 24 June 2021
AdviceAssetCOVIDEconomicFinancial AdvisoryGeopoliticsInflationInvestmentsRegulationUK economy
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THE POST-PANDEMIC ADVISER: FROM YOUR CULTURE TO YOUR CLIENTS AND EVERYTHING IN BETWEEN…
Expert: Vincent Tiseo, MD, Business Strategy, Strategic Advisory Solutions, GSAM and Facilitator: John Chapman, Orion Consultancy
24 June 2021A Meeting of Minds - Advisory Distributors - 24 June 2021
AdviceAdvisorsBusiness ModelClientCOVIDCultureDigitalisationEmployeeEmployee engagementFinancial AdvisoryHybridleadershipremote workingTechnologyYour business
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Are you ready for financial planning in a hybrid world?
Expert: Gary Savory, Senior Consultant, Dynamic Planner Facilitator: Giles Patterson, Aon Client Insight
17 June 2021WealthTech Matters The Adviser 17 June 2021
Artificial IntelligenceClientClient ExperienceCOVIDCustomerDataDigital platformDigitalisationFinancial servicesHumanHybridJourneyMindful ofSecurityTech futuresTechnology
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The Changing Adviser Platform Market
Expert: Daniel, Head of Customer, Seccl Technology Facilitator: Philip Biber, Sionic
17 June 2021WealthTech Matters The Adviser 17 June 2021
AdviceArtificial IntelligenceBack OfficeBack OfficeBig DataMindful ofPlatform providersproductivityremote workingresilienceTechnology
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The robots might be coming… but they’d better be ready for a fight!
Expert: Antony Bream, MD UK & Americas, Wealth Dynamix Facilitator: Stephen Wall, The Wealth Mosaic
17 June 2021WealthTech Matters The Adviser 17 June 2021
Artificial IntelligenceBehavioursClientClient Data ManagementClient ExperienceCommunicationCOVIDDataDigitalDigital platformDigitalisationFront OfficeManagement InformationMindful ofMobileroboTechTech futuresTechnology