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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Battle of the CXs - How to make a convenient CX a compliant CX
Expert: Hakan Kocabeyoglu, VP Product, Unblu Inc. Facilitator: Caroline Burkart
21 March 2023WealthTech Matters The Client - March 2023
Client ExperienceInvestment PlatformnotificationsRegulationTechnologyWealthTech Matters
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On Point - How to ensure superior reporting
Expert: Michael Feeley (SEI). Facilitator: Emma Chesney (CCS)
21 March 2023WealthTech Matters The Client - March 2023
DatagenerationalIntergenerationalnotificationsRegulationWealthTech Matters