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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“Daily Mail proofing” your tax efficient investment strategy
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3D – DISRUPTING DISTRIBUTION WITH DATA
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A look at changing investment preferences. What are the emerging trends?
Areas the delegates were interested in hearing about included; A move to outcome investing, product/solution innovation, how firms are responding to change, active vs passive, emergence of ESG/sustainability and regulatory influence.
A Meeting of Minds Asset Management - 20 September 2018
Asset ManagementBehavioursBrandEmerging MarketsEngagementExperienceJourneyTrends
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A look at the new routes to market
This topic included the D2C model, issues around increased brand management, product white labelling, and outsourcing.
A Meeting of Minds Asset Management - 20 September 2018
Asset ManagementBehavioursBusiness ModelEngagementExperienceJourneyRisk
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A look at the state of the financial wellness of the UK as a whole
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A MASTERCLASS IN UNDERSTANDING THE DIFFERENT POTENTIAL OFFERED BY AI, RPA, BIG DATA, MACHINE LEARNING, THE CLOUD & VOICE
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A Meeting of Minds: The Leadership Survey Findings - June 2016
A Meeting of Minds Wealth Management & Private Banking - June 2016
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A SOLUTION FOR THOSE CLIENTS YOU CANNOT COMMERCIALLY AFFORD TO WORK WITH
A Meeting of Minds Wealth Management & Private Banking - June 2017
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Achieving Digital Intimacy to Create Devoted Customers and Advocates For Your Business
Three things are key – trust, personalisation and culture
A Meeting of Minds Bank and Brand Distribution of Retail Financial Services - October 2018
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Achieving your expected growth rate. Identifying the business activities which yield results
Leveraging data from two major studies commissioned by Dimensional in 2017, participants will take part in focused discussions covering the actions that global advisory firms are taking to achieve their expected revenue growth now and in the future. Drawing on the study results of 1,300 global advisory firms, and 19,000 advisory firm clients, the discussion will cover business development and the marketing practices that firms report they undertake, and which of these activities yields results.
A Meeting of Minds Advisory Distributors - June 2018
Data ScienceDigitalEngagementFinancial AdvisoryJourneyManagement InformationRecruitmentRetentionTraining
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Agile Leadership – staying resilient in a volatile world
As leaders, it is difficult to maintain equilibrium in a world of exponential change. As well as significant changing megatrends, such as globalisation, artificial intelligence, and changing socio-economic trends, leaders are also pressured by the daily demands on their own time. Overall, staying resilient can be very challenging. This session provided an open forum in which business leaders could discuss their experiences of combatting business change, passing on lessons and discussing how best to future proof their businesses.
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AI - is it you or the algorithm?
Artificial intelligence is making rapid inroads into financial services. We are already seeing algorithms taking over the more basic levels of financial advice and they will increasingly be moving up the food-chain, from specific tasks, such as asset allocation, to fully-fledged turnkey solutions. How should client-facing firms adapt to the new model?
A Meeting of Minds Advisory Distributors - June 2018
Artificial IntelligenceBehavioursBrandDigitalEngagementExperienceFinancial AdvisoryOutsourcingSegementationTrainingTrends