Event Summaries

Key takeaways from each of our events

Latest Event Summaries

Fintechs and Advice: Event Summary

Now that the robots have arrived, what impact has Fintech had on financial planning, and what is the future for the advisory marketplace? Is the appetite for advice changing, and can technology really...

Fintech, Life & Pensions

0 409 Views

The Future of Financial Services – Event Summary

A fascinating conference left Members of the Forum in little doubt that Artificial Intelligence (AI) and Machine Learning is no longer science fiction. The sooner businesses within the Financial Servi...


0 492 Views

Fintechs and the Workplace: Event Summary

Pensions have changed significantly in recent times. In days gone by, you worked for a company or two throughout your life and were rewarded with a percentage of your salary (and possibly a gold watc...

Fintech, Life & Pensions

0 239 Views

Doing Well by Doing Good: Event Summary

What springs to mind when you think of millennials? “Lazy”, “restless” and “Peter Pan-like” are some popular stereotypes. But by many measures, this generation is also the most socially an...

Brand Strategy, Private Banking and Wealth Management

0 507 Views

Doing More With Less: Event Summary

Despite stubborn assumptions that marketers in finance have extravagant budgets to play with, the fact is, almost all of them are under pressure to “do more with less”. This is especially so at sm...

Brand Strategy, Corporate Communications, Digital & Direct Marketing

0 497 Views

In Defence of Thought Leadership – Event Summary

The term ‘thought leadership’ has in recent times emerged as a key example of corporate jargon, regularly cited as one of the more insufferable business buzzwords or clichés by media commentators...

Corporate Communications, Digital & Direct Marketing

0 671 Views

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