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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Empowering Teams through Next-Generation Technologies – How AI, the latest tech platforms and tools can transform your operating model July 2024
Expert: Matthew Baldwin, Lead Field Sales Executive, SS&C Technologies Facilitator: Ben Hammond, the Lang cat
04 July 2024WealthTech Matters The Adviser - July 2024
Digital SolutionsFinancial servicesLegacy SystemsRegulationTechnologyWealthTech Matters
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Innovation Tactics - Adapting business models for competitive advantage
Expert: David Ferguson, Chief Executive Officer at Seccl Technology Facilitator: Blaise Cardozo, Director of Sionic
09 November 2023WealthTech Matters The Business - November 2023
Back OfficeCompetitionInnovationIntegrationLegacy SystemsWealthTech Matters
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Cutting Loose. How to free yourself from legacy technology and escape the cycle of tech debt
Expert: Agustin Collazo Facilitator: Stephen Wall
10 November 2022WealthTech Matters The Business - November 2022
Legacy SystemsproductivityProfitabilityStrategyTechnologyWealthTech Matters
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Future Proofing. How to innovate and adapt in a time of rapid change
Expert: William Rouse, Wealth Dynamix. Facilitator: Alison Ebbage
14 June 2022WealthTech Matters The Adviser - June 2022
CultureFintechFuture proofingInnovationLegacy SystemsMindful ofTech futuresTechnologyWealth management
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Banking In The Cloud, Is The Industry Ready? Don’t Be Left Behind
Expert: Adrian Mountstephens, Equinix. Facilitator: John Chapman, Orion Consultancy
07 October 2021A Meeting of Minds - Bank and Brand Distribution of Retail Financial Services - 7 October 2021
Business developmentClientClient Data ManagementCloudDigital SolutionsLegacy SystemsPrivate BankingRetail Financial ServicesTechnologyYour clients
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What’s Trust Got To Do With It?
Expert: Chris Ansara, ALT/AVE, Facilitator: John Chapman, Orion Consultancy
07 October 2021A Meeting of Minds - Bank and Brand Distribution of Retail Financial Services - 7 October 2021
ClientClient ExperienceCommunicationCustomerCyber CrimeDigital platformDigital SolutionsDigitalisationLegacy ProductsLegacy SystemsRegulatorsRegulatory IssuesRelationshipsRetail Financial ServicesSecure Digital EnvironmentSecuritySecuritySustainable SolutionsTrustYour clients