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 Potential For Growing Your Business Intelligently
Expert: Duncan McKillop, Director of Corporate Development, Fidelius Facilitator: John Chapman, Director, Catalyst Partners
10 October 2024A Meeting of Minds Winning Advisers South - October 2024
Financial AdvisoryGrowthInvestmentsPartnershipproductivityRelationships
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Partnership Potential – innovation without reputational compromise
Expert: Cotyso Bodea, Chief Technology Officer, Everon, and Brice Zanetti, Chief Relationship Officer at Everon Facilitator: Ivan Schouker, Managing Partner at FinArchitects
14 November 2023NEW for 2023! WealthTech Matters Switzerland - November 2023
AssetInnovationPartnershipreputationWealth managementWealthTech Matters
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First class. Using embedded finance to ensure better customer journeys
Expert: Sebastian Schusman Facilitator: Ben MacGregor
06 October 2022A Meeting of Minds Bank and Brand Distribution of Retail Financial Services - October 2022
Consumer DutyCustomerEmbedded financeFCAPartnershipRetail Financial Services
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Thinking ahead. The value add that a partnership approach can provide
Expert: Rob Hall, Wendy Strutt, PGIM, Amanda Cain, Edward Jones Moderator: Caroline Burkart, Aon
09 June 2022A Meeting of Minds Wealth Management and Private Banking - June 2022
diversityGrowthInnovationPartnershipStructureWealth Management and Private Banking
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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