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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Innovative Behaviour - How to Ensure Technology Eases Not Increases Your Burdens
Expert: Darren Lowry - Director Sales and Michael Milner - Head of Product Integration, Nucleus Facilitator: Don Wild
27 April 2023A Meeting of Minds Winning Advisers North - April 2023
Back OfficeDigital SolutionsFinancial AdvisoryInnovationIntegrated systemsTechnology
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The Changing Adviser Platform Market
Expert: Daniel, Head of Customer, Seccl Technology Facilitator: Philip Biber, Sionic
17 June 2021WealthTech Matters The Adviser 17 June 2021
AdviceArtificial IntelligenceBack OfficeBack OfficeBig DataMindful ofPlatform providersproductivityremote workingresilienceTechnology
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HIRE, TRAIN AND KEEP THE RIGHT PEOPLE
Hire, train and keep the right people
29 April 2021A Meeting of Minds - Winning Advisers - 29 April 2021
Back OfficeEmployee engagementEmployees (type of)EmploymentFinancial AdvisoryFlexibilityFront OfficegenderMeeting of MindsParaplanningproductivityTechnology
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Leading from the front - Staying resilient in a volatile world
Leading from the front - Staying resilient in a volatile world
17 September 2020A Meeting of Minds - Advisory Distributors - 17 September 2020
Back OfficeCommunicationCOVIDFinancial Advisory
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On the basis that you should never "let a good crisis go to waste", the best opportunity to really demonstrate your value is at a time of market uphea
On the basis that you should never "let a good crisis go to waste", the best opportunity to really demonstrate your value is at a time of market upheaval so did you provide value for money? Both the FCA and your clients want to know.
17 September 2020A Meeting of Minds - Advisory Distributors - 17 September 2020
Back OfficecostCOVIDDigitalEngagementFinancial AdvisoryTechnology
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Enhancing your value proposition and growing revenues by augmenting client engagement
Even before Covid there were tremendous cost income pressures – we have barely touched the tip of the iceberg of some of the likely influences that will enhance these pressures – Mifid II increased transparency for fees, and we haven’t even seen the full outcome of that yet. As an industry – despite what we say about brand and client service, we have a problem with lack of differentiation – are products innovative? In many cases, they are par for the course. Some firms have been stagnant in terms of organic growth – the response to the Owen James scene-setter survey shows firms are concerned about client acquisition as one of the key focus areas. And now in the Covid world, nothing has fundamentally changed – yes, we have got a little better with some digital engagement with clients, and some implementations have accelerated, but the needs of firms and clients have not changed.
10 September 2020A Meeting of Minds - Wealth Management and Private Banking - 10 September 2020
Back OfficeClient acquisitionClient ExperiencecostCOVIDEngagementproductivityWealth Management and Private Banking
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Delivering value in the digital age - customers’ attitudes to data sharing, trust and how this will define future propositions
27 November 2018A Meeting of Minds Advisory Distributors - November 2018
Artificial IntelligenceBack OfficeFinancial Advisory
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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
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WHAT DOES YOUR PERFECT OUTSOURCING PARTNER LOOK LIKE?
Consolidation and increased regulation continue to elevate the attractiveness of outsourcing as a way to meet operational challenges. However to ensure you capitalise on the financial benefits, finding the perfect outsourcing partner with a strong cultural fit is paramount to a successful long-term relationship.
14 July 2018A Meeting of Minds Wealth Management and Private Banking - November 2017
AsiaBack OfficeBack OfficeEuropeGlobalManagement InformationMiddle EastOutsourcingSecurityUKUSWealth Management and Private Banking
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Creating a moment that delights – the perfect customer experiences
With market apathy, the impact of regulation and a lack of prioritisation from executive leadership creating the perfect customer experience is challenging. Yet consumer engagement and experience are paramount to longevity. So who is delighting the customer and how are they going about this?
A Meeting of Minds Bank and Brand Distribution of Retail Financial Services - April 2018
Back OfficeBack OfficeBehavioursBrandCultureData ScienceDigitalEngagementExperienceFintechFront OfficeFront OfficeJourneyRecruitmentRetail Financial ServicesSocial MediaTrainingTrends
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How do you set your fee when so much of what you offer your clients is intangible?
As you seek to build a sustainable business for the future, you have to calculate how your advice charges should be structured, justify your fees and ensure the service being charged for is being delivered.
Winning Advisers - The Regional Roadshow - April 2018 - Birmingham
Back OfficeBehavioursData ScienceExperienceFinancial AdvisoryRiskSegementation
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Personal finance goes digital. How ready are you?
As regulatory change and technological advancement drive innovation in digital personal finance it is essential that businesses are fully prepared to capitalise on this opportunity. Building trust via the digital channel, educating your customer on what is available and ensuring you have the correct digital tools in place are paramount to success.
A Meeting of Minds Bank and Brand Distribution of Retail Financial Services - April 2018
Artificial IntelligenceBack OfficeBack OfficeBehavioursBig DataBrandCultureData ScienceDigitalEngagementExperienceFintechFront OfficeJourneyManagement InformationMass MarketMobileOnboardingRetail Financial ServicesRiskSecuritySegementationSocial MediaTrainingTrends