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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Managing risk in a very challenging economic environment (s)
Managing risk in a very challenging economic environment
A Meeting of Minds - Winning Advisers South - 15 October 2020
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Maximising productivity; who said you couldn’t get blood out of a stone?
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Maximising productivity. Who said you couldn’t get blood out of a stone?
A Meeting of Minds Wealth Management & Private Banking - June 2016
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Me, Me, Me!!! Branding – personal and corporate. Managing your reputation
For successful organisations, branding starts with the staff and getting their engagement, and that then provides the platform to drive everything else
A Meeting of Minds Bank and Brand Distribution of Retail Financial Services - October 2018
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MIFID II – WHERE HAVE WE GOT TO?
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Not just a service provider – putting the ‘partner’ in partnerships
A Meeting of Minds Bank & Brand Distribution of Retail Financial Services - October 2015
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Open banking – how is it going? A force for good or just ratcheting up the pressure to stay afloat?
Open Banking is largely viewed as a positive business opportunity. To capitalise on this opportunity, financial institutions must ensure they fully understand the benefits and that they develop seamless solutions to suit their customers.
A Meeting of Minds Bank and Brand Distribution of Retail Financial Services - April 2018
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Open Banking – the opportunity for advice firms
With the arrival of Open Banking, It is essential that Advisers understand the benefits and can overcome client concerns on data security to capitalise on this opportunity.
Winning Advisers - The Regional Roadshow - April 2018 - Birmingham
Corporate GovernanceData ScienceExperienceFinancial AdvisoryReputationalRiskSecurityTraining
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OPTIMISING THE BIG THREE - DATA MANAGEMENT, CLIENT EXPERIENCE AND COSTS
A Meeting of Minds Wealth Management & Private Banking - June 2017
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Partnerships: the perennial question: What makes them work?
More than ever, shifting consumer behaviour and increased innovation is driving the need to use partners to deliver customer proposition and experiences at lower economic cost points.
A Meeting of Minds Bank and Brand Distribution of Retail Financial Services - 28 March 2019
CustomerFintechGDPRInnovationPartnershipPropositionRetail Financial Services
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PEER TO PEER – IT IS REALLY TOO HOT TO HANDLE?
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Personal finance goes digital
A confluence of factors including regulatory change and technological progress are changing the face of personal finance. Digital technology is being adopted and is transforming the delivery of client advice processes, enhancing client service and reducing costs and advisers must evolve or die.
Winning Advisers - The Regional Roadshow - April 2018 - Birmingham
BehavioursBrandData ScienceEngagementExperienceFinancial AdvisoryJourneyManagement InformationSocial Media