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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The hybrid approach to financial advice – part human part algorithm
Business ModelPersonalisationRetail Financial ServicesStrategyTechnology
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The meaning of life: What is our purpose? What are our clients paying us for?
Considering MIFID II and the requirements for transparent client reporting, revenue dynamics in asset management have changed. The importance of demonstrating value for money throughout the chain has become ever more important, not just through to wealth managers and intermediaries, but also the end customer.
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The Millennials – your future employees and your future investors – ignore them at your peril
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The millennials are more vulnerable than one might think
Millennials have surpassed baby boomers to become the largest consumer demographic, however with a deep mistrust of the system status quo born out of the financial crisis and an uncertainty regarding the future it is essential that brands are changing their paradigms to engage with this generation or risk becoming redundant.
A Meeting of Minds Bank and Brand Distribution of Retail Financial Services - April 2018
Artificial IntelligenceBack OfficeBehavioursDigitalExperienceJourneyRetail Financial ServicesSegementationSocial Media
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The power of nudging and subliminal messaging? Underestimate it at your peril
A Meeting of Minds Bank and Brand Distribution of Retail Financial Services - October 2017
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THE RISE OF IMPACT INVESTING, SRI AND ESG – WILL PHILANTHROPY, WEALTH MANAGEMENT AND LIFESTYLE CONVERGE?
A Meeting of Minds Wealth Management and Private Banking - November 2016
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The robots are coming: a masterclass in understanding the different potential offered by AI, RPA, Big Data, machine learning, the Cloud and Voice
Given the range of tech, AI, RPA, Machine learning – it’s clear that more mid-sized companies will not be able to compete or access such technology and capability unless they outsource or their key strategic partners outsource.
A Meeting of Minds Bank and Brand Distribution of Retail Financial Services - 28 March 2019
AuditCapabilityDataGDPRRetail Financial ServicesTechTechnology
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The value of loyalty – has Nectar got it right? And how important is personalization?
A Meeting of Minds Bank & Brand Distribution of Retail Financial Services - October 2015
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The workplace as a new business opportunity
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There are big societal issues to be solved – not least looming retirement poverty
There are big societal issues to be solved, particularly looming retirement poverty and there is a lack of solutions and planning. Sadly, people are living longer but iller lives rather than longer healthy lives meaning that more people need longer later life care and there is pressure nationally. As professionals in the FS industry, our collective role is to try to tackle these problems.
A Meeting of Minds Bank and Brand Distribution of Retail Financial Services - 3 October 2019
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Time for an update on M&A activity
This session looked at the key deal considerations and the sort of values firms are achieving.
A Meeting of Minds Advisory Distributors - June 2018
BehavioursBrandCultureEngagementFinancial AdvisoryM&AMIFIDII
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Trust and reputation
Trust is a rare commodity when it comes to the FS industry. Overall, this sector isn’t great at self-promoting, and cynicism is a big challenge when banks stand up to speak or attempt to share their stories. Their message sometimes comes across as too rehearsed, and manipulative, which isn’t what they intended it to be ; it sounds like the public is after more authenticity.
A Meeting of Minds Bank and Brand Distribution of Retail Financial Services - 3 October 2019