We are a membership community for marketers in financial services.

We help our members to be better marketers by providing insight, knowledge and expertise.

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About The Financial Services Forum

We provide fresh ideas and expert insights through a mix of events, interviews, networking and online resources.

Through a mixture of seminars, half-day conferences and summits, Forum Members have access to over 60+ events per year as part of their annual subscription fee.

Our Knowledge Hub provides exclusive case-studies, interviews and opinion pieces, including regular contributions from some of the most inspiring marketers in the industry.

 

Our members benefit from:

⦾ Access to 60+ seminars, conferences, breakfasts and summits per year

⦾ Exclusive articles, interviews, case studies and videos on our Knowledge Hub

⦾ Joining our 5k-strong community of financial services marketers from across the industry

 

Our History

20 years ago, a handful of senior financial services executives met informally, to share ideas and knowledge with their industry peers.

They talked about the sector, their business and how all concerned could benefit significantly from optimising their individual and corporate marketing effectiveness.

Fast forward to 2024, and our community has undergone a significant evolution. In over two decades, our members have navigated a financial crash, changes to regulation, Brexit, a rapidly moving tech landscape, and a pandemic to boot.

Forum Members are not only passionate about exceptional marketing and driving sales and revenue, but being the voice of the customer within their organisations. We can’t wait to see what they’ll do in the next twenty years – and we’ll continue to be here to support them on their journey.

Team and Advisory Board

View all Forum TeamAdvisory Board

David Cowan

Managing Director

Alex Sword

Editor

Jasmine Burnham

Marketing Manager

Jasjit Sandhu

Subscriptions Manager

Rubin Zajsi

Membership and Business Development

Gill Excell

Event Manager

Tom Williams

Event Content Producer

Zara Mughal

Senior Marketing Executive

Mark Evans

Advisor, Coach, Trustee, NED

Jo Parker

Group CEO, VCCP Business

Our members

"I’ve been a member of the Financial Services Forum for over a decade.
Throughout the years I have heard from many interesting and inspiring speakers at events, networked and shared thoughts and views with those in similar roles and had access to valuable content on the website.
I’d recommend to Financial Services marketers at every stage of their careers."

Head of Marketing, EFG Harris Allday

"Thoroughly enjoyed the event. Some great and thought-provoking presentations, with some actionable take-aways."

Marketing Consultant, BNY Mellon

"Probably the best summit I've attended - due to a combination of venue, attendees and presentations/subject matter."

Head of Marketing, Canaccord Genuity Wealth Management

Our corporate partners