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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Unlocking Efficiency - Harnessing AI for streamlined adviser workflows
Expert: Craig Barraclough, Director, Finovation Consulting Facilitator: Brod Whiting, JoynedUp
04 July 2024WealthTech Matters The Adviser - July 2024
AIClientConsumerPrivacySustainable SolutionsWealthTech Matters
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Transformative Potential - How to harness AI in asset management
Expert: Andy Uttley, Co-Head Business Data, Analytics & Tools at Capital Group Facilitator: Leigh Fisher, Head of Business Development, EMEA, Door
14 March 2024A Meeting of Minds Gatekeepers - March 2024
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Personal effects - harnessing AI to fuel the human experience
Expert: Elemi Atigolo, Managing Partner at Consult Venture Partners / Phil Carden, Product Director at SS&C Facilitator: Paul Miles, Founder at Silverback Consulting
07 March 2024WealthTech Matters The Client - March 2024