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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Teaser pricing is now a thing of the past as customers become ever more savvy
Teaser pricing is a common route to attract customers, over time the need to provide value for customers has had to become balanced against the need to subsidise new customer acquisition costs.
A Meeting of Minds Bank and Brand Distribution of Retail Financial Services - 3 October 2019
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The best of both worlds: how real life marketing can take your business forward
B2BB2CContentDigital mediaFinancial adviserFinancial AdvisoryFinancial servicesMarketingSocial Media
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THE CHANGING FACE OF DISTRIBUTION: DIGITISATION, PRODUCT INNOVATION, VERTICAL INTEGRATION? WHAT DOES THE FUTURE LOOK LIKE?
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The Clock is ticking...
Are you ready for the Senior Managers Regime?
Financial adviserFinancial AdvisoryFinancial servicesSenior managers regime
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The clock is ticking...Are you ready for the senior managers regime?
Financial adviserFinancial AdvisoryFinancial servicesSenior managers regime
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The commerciality of customer experience (CX) – Does it drive revenue and who is doing it well in Europe?
A Meeting of Minds Bank & Brand Distribution of Retail Financial Services - October 2016
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THE CONNECTED INVESTOR – UNDERSTANDING THE PATH TO ENGAGEMENT
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THE DANGERS OF CYBER-CRIME ARE BECOMING EVER MORE REAL
A Meeting of Minds Wealth Management & Private Banking - June 2017
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THE DANGERS OF CYBER-CRIME ARE BECOMING EVER MORE REAL. ARE YOU TAKING THE THREAT SERIOUSLY ENOUGH?
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THE DEATH OF THE HEAD HUNTER – NEW WAYS OF FINDING AND RETAINING TALENT
A Meeting of Minds Wealth Management and Private Banking - November 2016
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The empty chair: How do you ensure you keep the customer at the front of your business culture and strategies?
A Meeting of Minds Bank & Brand Distribution of Retail Financial Services - October 2015
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The Financial Advice Market Review (FAMR) and MiFID ii – a light at the end of the tunnel? What is on the horizon and how can wealth managers & privat
A Meeting of Minds Wealth Management & Private Banking - June 2016