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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Navigating The Challenges With Data And AI Within UK Financial Services.
Expert: Catherine Parry, DeepView, Facilitator: Sarah Collinson, AllClear Insurance Services
07 October 2021A Meeting of Minds - Bank and Brand Distribution of Retail Financial Services - 7 October 2021
Business developmentCorporate GovernanceCultureDataDigital platformEmployeesFCAGDPRgovernanceMeeting of MindsOrganisationremote workingRetail Financial ServicesRiskSecuritySocial MediaTechnologyTrainingTrustYour business
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A REGULATORY UPDATE
MIFID II and GDPR are no longer discussed in the framework of “what’s next?” Both of these pieces of regulations have now come into force. Wealth industry players are drawing first conclusions on how this is affecting the businesses.
15 July 2018A Meeting of Minds Wealth Management & Private Banking - June 2018
Data ScienceEUFAMRGDPRMIFIDIISecuritySMCRUKUSWealth Management and Private Banking
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HOW DO YOU DECIDE WHICH PLATES TO KEEP SPINNING?
BlackRock’s third annual European survey of private banks and wealth mangers shows that regulation, technology and margin pressure are the top three concerns this year. The discussion revolves around which plates are necessary to keep spinning, and which can be a lower priority.
11 July 2018A Meeting of Minds Wealth Management and Private Banking - November 2017
Artificial IntelligenceBehavioursBig DataEngagementEUEuropeExperienceFintechGDPRHNWIMass AffluentMIFIDIIOnboardingOnboardingReputationalSecuritySegementationUHNWIUKWealth Management and Private Banking
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GDPR – LET’S DO THE DETAIL
Wealth managers need to prepare for privacy challenges under GDPR and be fully compliant ahead of its implementation on 25 May 2018. Firms must act now and examine their processes and systems to ensure privacy has been considered across all of their products.
10 July 2018A Meeting of Minds Wealth Management and Private Banking - November 2017
CyberEUGDPRManagement InformationMobileSecuritySocial MediaUKWealth Management and Private Banking
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GDPR – let’s do the detail!
Now GDPR is here, it is essential to ensure you fully understand the legal and policy criteria and ensure that your business, IT and marketing processes are fully compliant.
Winning Advisers - The Regional Roadshow - April 2018 - Birmingham
Big DataCorporate GovernanceData ScienceEUFinancial AdvisoryGDPRSecurity
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Partnerships: the perennial question: What makes them work?
More than ever, shifting consumer behaviour and increased innovation is driving the need to use partners to deliver customer proposition and experiences at lower economic cost points.
A Meeting of Minds Bank and Brand Distribution of Retail Financial Services - 28 March 2019
CustomerFintechGDPRInnovationPartnershipPropositionRetail Financial Services
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Social media norms and values – how do you control rapidly evolving digital technology which transcends borders, ages and religion?
FCA/CMA are pushing banks to be nursemaids and be proactive in supporting their customer’s financial needs. However most people have a relationship with more than one bank...
A Meeting of Minds Bank and Brand Distribution of Retail Financial Services - 28 March 2019
CommercialCommunicationFCAGDPROrganisationRetail Financial Services
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The robots are coming: a masterclass in understanding the different potential offered by AI, RPA, Big Data, machine learning, the Cloud and Voice
Given the range of tech, AI, RPA, Machine learning – it’s clear that more mid-sized companies will not be able to compete or access such technology and capability unless they outsource or their key strategic partners outsource.
A Meeting of Minds Bank and Brand Distribution of Retail Financial Services - 28 March 2019
AuditCapabilityDataGDPRRetail Financial ServicesTechTechnology