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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Keeping the customers satisfied - the rise of convenience at the expense of loyalty
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Keeping the customers satisfied - the rise of convenience at the expense of loyalty
A Meeting of Minds Bank and Brand Distribution of Retail Financial Services - April 2017
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Let's join the 10 year challenge and look at our business models
Financial adviserFinancial AdvisoryFinancial servicesPlatform providers
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LET'S TAKE A LOOK AT THE INVESTMENT HORIZON FOR FIXED INCOME
A Meeting of Minds Wealth Management and Private Banking - November 2017
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Let’s talk the customer experience (CX) – do you ask them what they think? Do you actually do anything about the feedback?
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Let’s talk the platformification of banking or marketplaces
A Meeting of Minds Bank and Brand Distribution of Retail Financial Services - 3 October 2019
ClientCustomerDigital platformJourneyRetail Financial Services
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LIFE POST MIFID II – WHAT WILL THE CONSEQUENCES BE FOR YOUR BUSINESS?
A Meeting of Minds Wealth Management and Private Banking - November 2016
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Liquidity? Is it currently the most used word within asset management?
The Woodford scandal has prompted a discussion on liquidity and affected the way money managers communicate with clients. RFPs are now focused on liquidity which is the top priority to investors. Asset managers must provide detailed information on what is liquid within their portfolios and how liquidity is delivered.
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Making information flow – how can we create a world where data works for everyone?
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MAKING YOUR BUSINESS RELEVANT AND VALUABLE FOR THE NEXT 10 YEARS – FOR YOURSELF OR FOR A SALE! LEARNINGS FROM THE US FINANCIAL ADVICE INDUSTRY
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MANAGING REGULATION FROM THE INSIDE: CULTURE AS A CONTROL MECHANISM – SHAPING BEHAVIOUR & MINDSET THROUGH ‘SOFT’ MEANS
A Meeting of Minds Wealth Management and Private Banking - November 2016
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Managing risk in a very challenging economic environment
Managing risk in a very challenging economic environment
A Meeting of Minds - Winning Advisers North - 8 October 2020