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.
-
Client Lifecycle Management – Putting IT at the heart of business and the role of AI
Expert: Alessandro Tonchia, Head of Strategy at InvestCloud Europe and Asia Facilitator: Gilly Green, Managing Partner at FoxRed Insight
28 June 2023WealthTech Matters The Adviser - June 2023
AIClient Data ManagementClient ExperienceOnboardingWealth managementWealthTech Matters
-
Talent Contest. How to attract and retain the best candidates in today's competitive recruitment market
Expert: Helena Territt, coach, speaker, leadership development. Moderator: Sam Shaw, independent consultant, Sam Shaw Media
21 April 2022A Meeting of Minds Winning Advisers North - April 2022
BrandEmploymentExperienceFinancial AdvisoryHybrid WorkingLegal adviceOnboardingRecruitment
-
If data is the new gold, how can wealth managers find the key to the treasure chest?
Expert: William Rouse, Wealth Dynamix. Facilitator: Stephen Wall, The Wealth Mosaic
11 November 2021WealthTech Matters - The Business 11 November 2021
Business developmentClient Data ManagementCommunicationDigital SolutionsExperienceJourneyMindful ofOnboardingOpen BankingRelationshipsRiskTechnologyYour businessYour clients
-
The Wealth of Families, Has the Pandemic Prompted Further Consideration?
Expert: Jon Hogg, Retirement Specialist and Tom Hawkins, Regional Manager, Facilitator: Martyn Laverick from Paul Harper M&A
14 October 2021A Meeting of Minds - Winning Advisers - South - 14 October 2021
AdvisorsBusiness developmentClientClient acquisitionCommunicationCustomerEngagementFinancial adviserFinancial AdvisoryFinancial EducationFinancial servicesIntergenerationalOnboardingTechnologyWealthWealth TransferWealth Transfer Generation Gap
-
According to a specialist in generational behaviour, millennials consider human service to be the luxury end of the market.
13 June 2019A Meeting of Minds Wealth Management and Private Banking - 13 June 2019
ClientClient Data ManagementDigitalEngagementManagement InformationOnboardingTechnologyWealth Management and Private Banking
-
LOGGING ON AND CHECKING YOUR MONEY IS THE ADULT EQUIVALENT OF SHAKING YOUR PIGGY BANK. HOW DO YOU CONVINCE YOUR CLIENTS TO PAY MORE ATTENTION?
Appropriate digital tools can help to build client trust and improve client engagement. Successful digital solutions need to be designed with client specific needs in mind and wealth managers must build solutions centred on these needs rather than age or demographic. Adopting the correct security measures and maintaining advisor contact are key cornerstones of digital strategy.
15 July 2018A Meeting of Minds Wealth Management & Private Banking - June 2018
Back OfficeBehavioursBig DataData ScienceDigitalEngagementExperienceFintechJourneyManagement InformationMobileOnboardingOnboardingSegementationSocial MediaTrainingTrendsWealth Management and Private Banking
-
IN A WORLD OF COMPETING PRIORITIES HOW CAN YOU MAKE SURE YOU DON’T LEAVE IT TOO LATE TO COMMIT TO ENHANCING AND DIFFERENTIATING YOUR CUSTOMER EXPERIEN
Differentiating the client experience is crucial in ensuring that traditional wealth managers stay relevant to clients amid challenges from disruptive business models. An innovative client experience should cater for the individual needs of high-net-worth clients while still being able to complement existing business models. Utilising technology, working with suppliers and delivering bespoke client service are all challenges that the wealth industry must conquer in order to deliver unique client experience and retain loyalty.
15 July 2018A Meeting of Minds Wealth Management & Private Banking - June 2018
Artificial IntelligenceBack OfficeBehavioursBig DataBrandData ScienceDigitalEngagementExperienceFintechFront OfficeHNWIJourneyMobileOnboardingOnboardingRiskSecuritySegementationSocial MediaTrainingWealth Management and Private Banking
-
HUMAN AND DIGITAL – THE HYBRID MODEL. A SOLUTION FOR THOSE WHO CANNOT YET AFFORD FACE TO FACE INVESTMENT ADVICE?
EY’s research leads them to believe that the hybrid model is the way forward when it comes to customer service and financial advice within the wealth management industry. The topic of discussion centred on whether the hybrid model is the future for wealth management.
15 July 2018A Meeting of Minds Wealth Management & Private Banking - June 2018
Artificial IntelligenceBack OfficeBehavioursBig DataClients (type of)Data ScienceDigitalEngagementExperienceFintechFront OfficeManagement InformationMobileOnboardingOnboardingSecuritySegementationSocial MediaTrainingWealth Management and Private Banking
-
EFFICIENCY, SCALABILITY AND GROWTH – MAKING YOUR BUSINESS AMBITIONS COME TRUE
Middle and back-office processes need to be standardised across business lines in order to achieve the efficiency needed to drive asset growth. Clear management vision is essential within any large-scale change management process in order to meet growth targets while people considerations must not be overlooked.
15 July 2018A Meeting of Minds Wealth Management & Private Banking - June 2018
Back OfficeBehavioursBrandCultureEngagementFront OfficeHNWIOnboardingOutsourcingTrainingWealth Management and Private Banking
-
REGULATORY UPDATE – ARE YOU READY FOR MIFID II
While MIFID II is looming at the start of 2018, there is still a lot of uncertainty as to what is required. Key areas of concern are evidencing the cost breakdown of transactions, demonstrating suitability, reporting transactions and product governance.
14 July 2018A Meeting of Minds Wealth Management and Private Banking - November 2017
Back OfficeBig DataCorporate GovernanceEUMIFIDIIOnboardingReputationalSecurityUKWealth Management and Private Banking
-
SUSTAINABLE, ETHICAL, ENGAGEMENT, IMPACT – WHAT IS THE DIFFERENCE?
Client demand for ethical investing is growing, however many barriers remain in place, but as a rapid increase in clients seeking products in alignment with their value system, means that it is essential that this is viewed as a key strategy by the wealth industry.
14 July 2018A Meeting of Minds Wealth Management and Private Banking - November 2017
BehavioursCultureEngagementHNWIMass AffluentOnboardingWealth Management and Private Banking
-
THE FUTURE OF INVESTMENT ADVICE
The future of investment advice remains a subject of continued debate following the ever increasing utilisation of digital automation by financial institutions. Ultimately, firms must adopt a balanced service model, determining exactly which elements of the proposition to automate in conjunction with the human element of personal advice and overcome hurdles in terms of legacy IT systems.
14 July 2018A Meeting of Minds Wealth Management and Private Banking - November 2017
Artificial IntelligenceBack OfficeBehavioursBig DataData ScienceDigitalEngagementExperienceFintechJourneyManagement InformationMobileOnboardingOnboardingReputationalSegementationTrendsWealth Management and Private Banking