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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Talent Wins Games, But Teamwork And Intelligence Win Championships, Said Basketball Legend Michael Jordan, Who Should Know.
Expert: Alan Williams, ServiceBrand, Facilitator: Sarah Collinson, AllClear Insurance Services
07 October 2021A Meeting of Minds - Bank and Brand Distribution of Retail Financial Services - 7 October 2021
active managementBankBehavioursBrandBusiness developmentBusiness ModelCultureEmployeeEmployee engagementEmployee Value PropositionleadershipManagementManagement InformationPeoplePerformanceretailRetail Financial ServicesSuccessTalentTeamValuesYour business
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The robots might be coming… but they’d better be ready for a fight!
Expert: Antony Bream, MD UK & Americas, Wealth Dynamix Facilitator: Stephen Wall, The Wealth Mosaic
17 June 2021WealthTech Matters The Adviser 17 June 2021
Artificial IntelligenceBehavioursClientClient Data ManagementClient ExperienceCommunicationCOVIDDataDigitalDigital platformDigitalisationFront OfficeManagement InformationMindful ofMobileroboTechTech futuresTechnology
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Operational resilience – it’s all about your clients.
Operational resilience – it’s all about your clients.
11 March 2021WealthTech Matters - The Client - 11 March 2021
Back OfficeCOVIDCustomerEmployees (type of)Front OfficeManagement InformationMindful ofresilienceRisk
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Let's Talk Dashboards
The session covered the extent to which a central user-facing technology platform, or dashboard, can serve to bring together information from multiple systems, delivering a real-time, comprehensive view of all points in the advice process, aiding client service management and facilitating more efficient business operations.
24 September 2020WealthTech Matters - The Adviser
ClientClient Data ManagementDataDigitalManagement InformationMindful ofproductivityTechnology
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According to a specialist in generational behaviour, millennials consider human service to be the luxury end of the market.
13 June 2019A Meeting of Minds Wealth Management and Private Banking - 13 June 2019
ClientClient Data ManagementDigitalEngagementManagement InformationOnboardingTechnologyWealth Management and Private Banking
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What would you do with an extra hour? By adopting technology, advisory firms are realising time savings in their business by generating greater effici
27 November 2018A Meeting of Minds Advisory Distributors - November 2018
DataFinancial AdvisoryManagement Information
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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
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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
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LOGGING ON AND CHECKING YOUR MONEY IS THE ADULT EQUIVALENT OF SHAKING YOUR PIGGY BANK. HOW DO YOU CONVINCE YOUR CLIENTS TO PAY MORE ATTENTION?
Appropriate digital tools can help to build client trust and improve client engagement. Successful digital solutions need to be designed with client specific needs in mind and wealth managers must build solutions centred on these needs rather than age or demographic. Adopting the correct security measures and maintaining advisor contact are key cornerstones of digital strategy.
15 July 2018A Meeting of Minds Wealth Management & Private Banking - June 2018
Back OfficeBehavioursBig DataData ScienceDigitalEngagementExperienceFintechJourneyManagement InformationMobileOnboardingOnboardingSegementationSocial MediaTrainingTrendsWealth Management and Private Banking
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HUMAN AND DIGITAL – THE HYBRID MODEL. A SOLUTION FOR THOSE WHO CANNOT YET AFFORD FACE TO FACE INVESTMENT ADVICE?
EY’s research leads them to believe that the hybrid model is the way forward when it comes to customer service and financial advice within the wealth management industry. The topic of discussion centred on whether the hybrid model is the future for wealth management.
15 July 2018A Meeting of Minds Wealth Management & Private Banking - June 2018
Artificial IntelligenceBack OfficeBehavioursBig DataClients (type of)Data ScienceDigitalEngagementExperienceFintechFront OfficeManagement InformationMobileOnboardingOnboardingSecuritySegementationSocial MediaTrainingWealth Management and Private Banking
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DIGITISING WEALTH MANAGEMENT: WHAT IS THE COMMERCIAL IMPERATIVE OF PERSONALISING YOUR CUSTOMER EXPERIENCE?
The wealth industry recognises that client demand for better digital capabilities is increasing, yet is cautious in adopting these technologies. Delegates acknowledge that suitable digital solutions can act as “enablers” and add value to the client relationship. However, for a successful transition a change of business model, as well as industry mind-set and culture, will be needed.
15 July 2018
Artificial IntelligenceBack OfficeBehavioursBig DataBrandData ScienceDigitalEngagementExperienceFintechManagement InformationMobileOnboardingSecuritySegementationSocial MediaWealth Management and Private Banking
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THE FUTURE OF INVESTMENT ADVICE
The future of investment advice remains a subject of continued debate following the ever increasing utilisation of digital automation by financial institutions. Ultimately, firms must adopt a balanced service model, determining exactly which elements of the proposition to automate in conjunction with the human element of personal advice and overcome hurdles in terms of legacy IT systems.
14 July 2018A Meeting of Minds Wealth Management and Private Banking - November 2017
Artificial IntelligenceBack OfficeBehavioursBig DataData ScienceDigitalEngagementExperienceFintechJourneyManagement InformationMobileOnboardingOnboardingReputationalSegementationTrendsWealth Management and Private Banking