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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Seven years’ feasting; where will the returns come from now?
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Shifting the needle! What practical ways can you encourage innovation in your organisation?
A Meeting of Minds Bank and Brand Distribution of Retail Financial Services - October 2017
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Simplifying the customer journey – is omni-channel the way forward for marketing in financial services?
A Meeting of Minds Bank & Brand Distribution of Retail Financial Services - October 2015
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Six Pillars: essential building blocks of successful dfm selection
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SO ARE YOU PROVIDING YOUR INVESTORS WITH VALUE FOR MONEY?
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So do you know your cryptocurrency from your Bitcoin from your blockchain?
As blockchain moves away from its bitcoin heritage it stands to revolutionise traditional banking models. However uncertainty remains surrounding the adoption of the technology, the role of crypto-currencies and recruiting the talent to drive this forward. Blockchain presents retail banking with both an unprecedented challenge and opportunity, ignore it at your peril!
A Meeting of Minds Bank and Brand Distribution of Retail Financial Services - April 2018
Artificial IntelligenceBack OfficeBig DataCultureData ScienceDigitalEUFintechManagement InformationMobileRetail Financial ServicesRiskSocial Media
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So you want to go digital?
CRMDigitalDigital platformDigitalisationEngagementFinancial adviserFinancial AdvisoryFinancial servicesStrategyTechnology
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Social media norms and values – how do you control rapidly evolving digital technology which transcends borders, ages and religion?
FCA/CMA are pushing banks to be nursemaids and be proactive in supporting their customer’s financial needs. However most people have a relationship with more than one bank...
A Meeting of Minds Bank and Brand Distribution of Retail Financial Services - 28 March 2019
CommercialCommunicationFCAGDPROrganisationRetail Financial Services
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SRI - WHERE IS THE BUSINESS OPPORTUNITY FOR YOU?
A Meeting of Minds Wealth Management & Private Banking - June 2017
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Talent of the future: from adviser to technical analyst and everything in between
While the advantages of training advisers and TAs from scratch are obvious – particularly when it comes to integrating them into the company culture and moulding their skills, do firms have the time and resources to do so? Or should we just focus on recruitment and head-hunting? With a wave of applications from strong candidates pouring into all types of job openings across various industries, the recruitment criteria and process has inevitably had to change. Increasingly, it is becoming apparent that although skills are absolutely essential to progress, what differentiates the successful from the non-successful candidates is their alignment to the company’s values. To succeed, employees need to translate their skills into motivation driven by purpose and vision. Once firms do hire the right talent, appropriate remuneration and reward policies are in place, the attraction, development and retention of key talent requires on-going focus on the human dynamics.
A Meeting of Minds Winning Advisers - October 2018
AdviceBack OfficeCultureDigitalFinancial AdvisoryRecruitmentRetentionSocial MediaTraining
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Talent, cost, patience – the key factors impacting the success of your investment proposition.
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TALKING PRODUCTIVITY – HOW DO YOU CUT THROUGH THE NOISE?
A Meeting of Minds Wealth Management & Private Banking - June 2017