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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Business Pressures – cost cutting with technological innovation
Expert: Matthew Baldwin Facilitator: Sven Kuonen
07 November 2024WealthTech Matters Switzerland - November 2024
AIcostIntegrated systemsRegulationTechnologyWealthTech Matters
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Integrated Solutions: Challenges and Opportunities of AI
Expert: Jean-Luc Vecchio Facilitator: Zabeen Moser
07 November 2024WealthTech Matters Switzerland - November 2024
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Proven out-of-the-box AI use cases
Expert: Albert Iselin and Yannick Kaeser Facilitator: Zabeen Moser
07 November 2024WealthTech Matters Switzerland - November 2024
AIcomplianceDataPrivate BankingproductivityWealthTech Matters
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Safe Haven – Harvesting the digital assets opportunity
Expert and Facilitator: Ivan Schouker
07 November 2024WealthTech Matters Switzerland - November 2024
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Stronger together – Building successful relationships with fintech companies
Expert: Samir Gherbi Facilitator: Gregor Mueller
07 November 2024WealthTech Matters Switzerland - November 2024
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BUILDING FINANCIAL RESILIENCE ACROSS ALL LIFE STAGES
Expert: Chris Flowers, Intermediary Sales Director, Royal London Equity Release Facilitator: Brod Whiting, Director, JoynedUp Ltd
24 October 2024Mortgage Meeting of Minds - October 2024
Business ModelFinancial EducationhousingManagementMortgageRetirement
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HOW MUCH DIFFERENCE CAN OPEN BANKING MAKE?
Expert & facilitator: Tony Crane, Consultant
24 October 2024Mortgage Meeting of Minds - October 2024
ChallengesCommunicationConsumer DutyMortgagemortgage brokerspolicy
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HOW MUCH HAS CONSUMER DUTY CHANGED THE GAME?
Expert & Facilitator: Kathy Ellison, Independent Consultant
24 October 2024Mortgage Meeting of Minds - October 2024
Consumer DutyFCAFinancial EducationImpact investingMortgagemortgage brokers
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HOW TO STRIKE A BALANCE BETWEEN COMPLIANCE AND INNOVATION
Expert & facilitator: John Chapman, Director, Catalyst Partners
24 October 2024Mortgage Meeting of Minds - October 2024
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RESPONDING TO THE CHANGING ECONOMIC LANDSCAPE
Expert & facilitator: John Lappin, journalist and consultant
24 October 2024Mortgage Meeting of Minds - October 2024
ClienteducationGoals-based planninghousingInnovationMortgage
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RESPONDING TO THE CHANGING ECONOMIC LANDSCAPE (Session 2)
Expert & facilitator: John Lappin, journalist and consultant
24 October 2024Mortgage Meeting of Minds - October 2024
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THE EVOLUTION OF DIGITAL DISTRIBUTION
Expert and facilitator: John Chapman
24 October 2024Mortgage Meeting of Minds - October 2024