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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Balancing human touch with technological innovation
Facilitator: Sharmil Patwa, Opus Una Expert: Tim Papandreou, ETA Advisors
28 November 2024WealthTech Matters The Business - November 2024
AICustomerRelationshipsTechnologyWealth managementWealthTech Matters
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Building internal trust in AI with a phased approach
Facilitator: Caroline Burkart, Alpha FMC Expert: Joe Harris, Alpha FMC
28 November 2024WealthTech Matters The Business - November 2024
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Closing the reality gap in wealth management client onboarding
Facilitator: Brian Hill, Melo Expert: Eva Adravetz-Kadocsa, Dorsum
28 November 2024WealthTech Matters The Business - November 2024
ClientDigitalisationOnboardingTechnologyWealth managementWealthTech Matters
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Designing a data strategy to power growth and increase productivity
Facilitator: Karl Cranswick, Solve Expert: Kamal Patel and Ata Dogramaci, SEI
28 November 2024WealthTech Matters The Business - November 2024
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Driving successful digital transformation with Quality Engineering
Facilitator: Brod Whiting, JoyndUp Expert: Paul Darby, ROQ
28 November 2024WealthTech Matters The Business - November 2024
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From pain point to tech solution – buy, build or collaborate?
Facilitator: Karl Cranswick, Solve Expert: Ian Robinson, FSL
28 November 2024WealthTech Matters The Business - November 2024
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How businesses need to prepare for the clients of the future – session 1
Facilitator: Rod Bryson, TATA Consultancy Services Expert: James Holmes, SECCL
28 November 2024WealthTech Matters The Business - November 2024
complianceLegacy SystemsRelationshipsStrategyWealth TransferWealthTech Matters
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How businesses need to prepare for the clients of the future – session 2
Facilitator: Rod Bryson, TATA Consultancy Services Expert: James Holmes, SECCL
28 November 2024WealthTech Matters The Business - November 2024
generationalGoals-based planningRegulationWealth managementWealth TransferWealthTech Matters
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Managing data to address regulatory challenges
Facilitator: Brian Hill, Melo Expert: Rob Harradine, Ammonite Wealth
28 November 2024WealthTech Matters The Business - November 2024
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The opportunities and challenges of integrated AI solutions
Facilitator: Brod Whiting, JoyndUp Expert: Elemi Atigolo, Consult Venture Partners
28 November 2024WealthTech Matters The Business - November 2024
AIDigital SolutionsIntegrationRegulationThird-partyWealthTech Matters
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The pressures of cost cutting through technological innovation
Facilitator: Helen Clark, Mint Blue Consulting Expert: Andre Bastos, ALLFUNDS
28 November 2024WealthTech Matters The Business - November 2024
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ACCESSING PRIVATE MARKETS WITH LIQUIDITY
Expert: Andrew Lister, Director, Portfolio Manager/Analyst Lazard Facilitator: Rupert Phelps, Consultant
14 November 2024A Meeting of Minds Wealth Management and Private Banking - November 2024
liquidityPrivate Marketsenior managersTrendsUSWealth Management and Private Banking