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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Client experience (CX) - how would your proposition stack up on “TripAdvisory”?
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CLIENT EXPERIENCE: IS TECHNOLOGY THE SECRET TO A LONG AND HAPPY RELATIONSHIP?
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CLIENT EXPERIENCE: IS TECHNOLOGY THE SECRET TO A LONG AND HAPPY RELATIONSHIP?
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Companies are investing millions in everything tech but are they losing sight of the customer and what they actually want? And how viable are they?
A Meeting of Minds Bank and Brand Distribution of Retail Financial Services - October 2017
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Companies with a highly engaged workforce are more profitable
What sort of people are you looking to hire and what are you offering them that makes you so special?
Employee engagementEmployee Value PropositionEmploymentFinancial adviserFinancial AdvisoryFinancial services
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Companies with a highly engaged workforce are more profitable...
... so what sort of people are you looking to hire these days and what are you offering them that makes you so special?
Employee engagementEmployee Value PropositionEmploymentFinancial adviserFinancial AdvisoryFinancial services
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COMPLIANCE NIGHTMARE. HOW TO CREATE MIFID II COMPLIANT EX-ANTE AND EX-POST ILLUSTRATIONS AND REPORTS
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Connecting and influencing - What can we learn from the USA?
Connecting and influencing - What can we learn from the USA?
A Meeting of Minds - Advisory Distributors - 26 November 2020
AdviceClientCommunicationCOVIDEngagementESGFamilyFinancial AdvisoryIntergenerationalOpen BankingYour business
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Conversions and platform transfers ……is your business aware and ready for next year?
Conversions and platform transfers ……is your business aware and ready for next year?
A Meeting of Minds - Advisory Distributors - 26 November 2020
Financial AdvisoryInvestment PlatformRegulationRiskvalueWealth Transfer
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Creating a moment that delights – the perfect customer experiences
With market apathy, the impact of regulation and a lack of prioritisation from executive leadership creating the perfect customer experience is challenging. Yet consumer engagement and experience are paramount to longevity. So who is delighting the customer and how are they going about this?
A Meeting of Minds Bank and Brand Distribution of Retail Financial Services - April 2018
Back OfficeBack OfficeBehavioursBrandCultureData ScienceDigitalEngagementExperienceFintechFront OfficeFront OfficeJourneyRecruitmentRetail Financial ServicesSocial MediaTrainingTrends
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Customer focused versus customer centric – knowing the difference between the two can give you a serious competitive advantage
Customer focused is what you know the customer wants (data led) whereas customer centric is providing the customer with something they want, even before they know it themselves e.g. Apple iPad
A Meeting of Minds Bank and Brand Distribution of Retail Financial Services - 3 October 2019
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Cutting the red tape - too many players within the value chain?