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.
-
Worried that implementing another siloed IT system won't meet your company goals to reduce OPEX, increase profit or improve CX?
Expert: Nigel Armstrong, Head of Wealth & Asset Management Solutions UK&I, BluePrism Facilitator: Giles Patterson, Aon Client Insight
17 June 2021WealthTech Matters The Adviser 17 June 2021
AutomationBack OfficeBusiness ModelCyberDigital mediaDigital platformDigitalisationFront OfficeMindful ofOnboardingroboTechTechnology
-
Techtonics - Tech, markets and regime change
Techtonics - Tech, markets and regime change
29 April 2021A Meeting of Minds - Winning Advisers - 29 April 2021
Artificial IntelligenceAssetCyberDataDigitalFinancial AdvisoryInflationInterestMarket TrendsTechnology
-
A Supersonic Digital Masterclass
It is broadly recognised that when the world moved into lockdown, we entered a “supersonic digital masterclass” with all facets of working life overhauled almost overnight. Now we have adapted to this mindset, what is next? This session aimed to challenge assumptions about what clients expect from their adviser and how that relationship is managed, striking the balance between best practice and practical needs, the challenge and benefits of personalisation and setting about the journey of digital transformation.
24 September 2020WealthTech Matters - The Adviser
Artificial IntelligenceBack OfficeCyberDigitalFintechMindful ofTechnology
-
Rising Data Carelessness
Rising Data Carelessness
17 September 2020A Meeting of Minds - Asset Management - 17 September 2020
Asset ManagementBack OfficeCyberDataSecurityTrainingVulnerable
-
Cyber risk is growing, and attacks are on the increase.
20 November 2019A Meeting of Minds Wealth Management and Private Banking - 20 November 2019
-
WILL IT BE YOU OR THE ALGORITHM?
Improvements in artificial intelligence and the growing use of algorithms are beginning to alter the way financial advice is delivered to end-clients. Just how far reaching digital adoption and the impact of automation will be on advisor client relationships remains to be seen, but the wealth industry must ensure they are at the forefront of digital adoption.
15 July 2018A Meeting of Minds Wealth Management & Private Banking - June 2018
Artificial IntelligenceBack OfficeCloudCyberData ScienceDigitalEngagementFintechFront OfficeManagement InformationMobileOnboardingSecuritySocial MediaWealth Management and Private Banking
-
THE FUTURE OF REGTECH, FINTECH AND WEALTHTECH: HOW SHOULD WEALTH MANAGEMENT FIRMS BE USING THIS DISRUPTIVE TECHNOLOGY TO THEIR ADVANTAGE?
Wealth management as an industry is behind the retail banking sector when it comes to data. The opportunity exists for firms to improve internal efficiencies through the use of technology but the challenge of getting this to the top of the business priorities list is significant. It is crucial that the industry understands the benefits of disruptive technology and how to use this to drive competitive advantage.
15 July 2018A Meeting of Minds Wealth Management & Private Banking - June 2018
Artificial IntelligenceBack OfficeBig DataCloudCyberData ScienceDigitalFintechFront OfficeManagement InformationMobileOnboardingSecuritySocial Media
-
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
-
The future of banking – think palm of your hand rather than the cash dispenser
As regulatory changes, shifting demographics and advancing technologies transform the face of banking, the industry must evolve. In order to succeed in this brave new world financial institutions must embrace technology, review partnership models and enhance customer experiences.
A Meeting of Minds Bank and Brand Distribution of Retail Financial Services - April 2018
Artificial IntelligenceBack OfficeBehavioursBig DataBrandCloudCultureCyberData ScienceDigitalEngagementExperienceFintechFront OfficeJourneyManagement InformationMobileOnboardingRecruitmentRetail Financial ServicesSecuritySocial MediaTrends