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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How might Artificial Intelligence (AI) enhance the mortgage lending process?
Expert and Facilitator: David Owen, Wealth Proposition Director, Openwork
21 September 2023NEW for 2023! Mortgage Meeting of Minds - September 2023
AIAutomationClient ExperienceMortgagemortgageRisk
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Efficiency Generation – What the future of work looks like for the adviser
Expert: Chris Thorne, Senior Solution Consultant at SS&C Blue Prism Facilitator: Gilly Green, Managing Partner at FoxRed Insight
28 June 2023WealthTech Matters The Adviser - June 2023
AutomationClient ExperienceRelationshipsTechnologyWealth managementWealthTech Matters
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Proposition Revolution - Embracing the latest tech trends to serve more customers
Expert: Peter Fairweather. Facilitator: Caroline Burkart
21 March 2023WealthTech Matters The Client - March 2023
AutomationCustomerFinancial adviserHybridTechnologyWealthTech Matters
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Client Experience: Serving your client right in a digital world
Expert: Eric Tyree, Head of Research and A.I. at Blue Prism. Facilitator: Niall Buggy, Sionic
10 March 2022WealthTech Matters The Client - March 2022
AutomationClientClient ExperienceDigitalisationHybridHybrid WorkingMindful ofTechnologyWealth management
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How Far Can Automation Go?
Expert: David Wrench, Format14CRM. Facilitator: Chris Shaw, Tumelo
07 October 2021A Meeting of Minds - Bank and Brand Distribution of Retail Financial Services - 7 October 2021
AutomationBusiness developmentClientCustomerDigital SolutionsretailRetail Financial ServicesTeamTechnologyYour business
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AS PART OF YOUR EMPLOYEE RETENTION STRATEGY, YOU NEED YOUR TECH TO BE GOOD
Expert: Eric Tyree, Head of Research & Artificial Intelligence, Blueprism and Facilitator: Gilly Green, Sionic
24 June 2021A Meeting of Minds - Advisory Distributors - 24 June 2021
AdvisorsAIAutomationClientCOVIDculturalCustomerDigitalisationEmployeeFinancial AdvisoryInnovationJourneyOpen BankingRetentionTechTechnology
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Worried that implementing another siloed IT system won't meet your company goals to reduce OPEX, increase profit or improve CX?
Expert: Nigel Armstrong, Head of Wealth & Asset Management Solutions UK&I, BluePrism Facilitator: Giles Patterson, Aon Client Insight
17 June 2021WealthTech Matters The Adviser 17 June 2021
AutomationBack OfficeBusiness ModelCyberDigital mediaDigital platformDigitalisationFront OfficeMindful ofOnboardingroboTechTechnology
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So how do you do it all without a need for a huge investment and substantial business disruption? We believe we know how. Meet your digital workers!
So how do you do it all without a need for a huge investment and substantial business disruption? We believe we know how. Meet your digital workers!
11 March 2021WealthTech Matters - The Client - 11 March 2021
AutomationClient ExperienceDigitalDigital mediaDigital platformDigitalisationMindful ofroboTechnology
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Delivering a seamless investment journey
25 June 2019A Meeting of Minds Advisory Distributors - 25 June 2019
AutomationFinancial servicesOpen BankingTechnology