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.
-
People pleasing: Attracting and retaining talent in an employees' market
Expert: Sanna Jordansson Facilitator: Lucian Camp
07 October 2022A Meeting of Minds Bank and Brand Distribution of Retail Financial Services - October 2022
AttractingDevelopmentRecruitmentRetail Financial ServicesRetainingTalent
-
Access all areas: Examining open banking and third-party relationships
Expert: Vaughan Jenkins, Moneyhub Facilitator: Robert Harradine (Ammonite)
06 October 2022A Meeting of Minds Bank and Brand Distribution of Retail Financial Services - October 2022
CompetitionConsumer DutyCustomerOpen BankingRetail Financial ServicesThird-party
-
Crisis Management: Facing up the increase in living costs and the financially vulnerable
Expert: Junaid Mujaver Facilitator: Kathy Ellison
06 October 2022A Meeting of Minds Bank and Brand Distribution of Retail Financial Services - October 2022
Consumer DutyCustomerFinancially vulnerableLiving costsRegulationRetail Financial Services
-
Culture shock: Driving brand loyalty with value-led leadership
Expert: Sanna Jordansson Facilitator: Lucian Camp
06 October 2022A Meeting of Minds Bank and Brand Distribution of Retail Financial Services - October 2022
AuthenticityCulture shockCustomerleadershipRetail Financial ServicesValues
-
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
-
Impact testing. Can more be done to address social inequality?
Expert: Tony Crane, Andrew Gething Facilitator: Tony Crane
06 October 2022A Meeting of Minds Bank and Brand Distribution of Retail Financial Services - October 2022
Client Data ManagementFinancial EducationFinancial servicesRetail Financial ServicesVulnerable clientWealth
-
Later life lending. How the wealth we hold in our property is becoming an ever more vital resource
Expert: Paula Hughes, Jayan Taank Facilitator: Tony Crane
06 October 2022A Meeting of Minds Bank and Brand Distribution of Retail Financial Services - October 2022
distributionFinancial EducationInterestMortgagesPensionRetail Financial Services
-
Longterm commitment. Forging committed partnerships
Expert: Howard Barber Facilitator: Lucian Camp
06 October 2022A Meeting of Minds Bank and Brand Distribution of Retail Financial Services - October 2022
Consumer DutyCustomerIntergenerationalRegulationRetail Financial ServicesTechnology
-
The financial advice revolution is here. How digital advice is enhancing, not replacing the financial adviser
Expert: Chet Velani Facilitator: Chris Shaw
06 October 2022A Meeting of Minds Bank and Brand Distribution of Retail Financial Services - October 2022
AdviceDigitalFinancial adviserHybridRetail Financial Services
-
What does the future of savings and investments look like?
Expert: Kevin Mountford & Chris Shaw Facilitator: Chris Shaw
06 October 2022A Meeting of Minds Bank and Brand Distribution of Retail Financial Services - October 2022
Financial servicesInvestmentsOpen BankingPlatform providersRetail Financial Servicessavings
-
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
-
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