We are a membership community for marketers in financial services.

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

About The Financial Services Forum

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

The Financial Services Forum is a membership organisation dedicated to helping marketers in the financial services industry share best practices, exchange ideas, and stay ahead of the curve.

Through our vibrant community, we deliver fresh ideas and expert insights via events, networking opportunities, and online resources. Our mission is to equip members with the tools and knowledge to tackle the industry’s most pressing challenges, from navigating regulatory changes to leveraging technology and meeting customer expectations in an ever-evolving digital landscape.

As a Forum Member, you’ll gain access to:

⦾ 60+ events annually, including seminars, conferences, and summits
CPD-accredited flagship events
Exclusive content on our Knowledge Hub, featuring case studies, interviews, and thought leadership
A 5,000-strong network of financial services marketing professionals from across the industry

 

Our Events Programme
Our events aren’t just a schedule of gatherings—they’re tailored responses to the dynamic challenges of financial services marketing. We bring together the brightest minds to discuss critical issues, share innovative solutions, and inspire meaningful action.

Our Knowledge Hub
Beyond events, our Knowledge Hub provides members with a continuous learning resource. From in-depth case studies to expert interviews, it’s designed to support marketers in staying informed and ahead of the competition.

Our History

The Forum began 23 years ago as an informal gathering of senior financial services executives who came together to share ideas and expertise. What started as a small initiative has grown into a thriving community.

Over the past two decades, our members have weathered profound changes, including the financial crash, regulatory upheavals, Brexit, a global pandemic, and a tech revolution. Throughout, they’ve demonstrated resilience, adaptability, and a commitment to innovation.

Today, Forum Members are more than marketing experts – they’re industry leaders driving growth, innovation, and customer advocacy within their organisations.

As we look to the future, we remain dedicated to supporting our members as they shape the next chapter of financial services marketing.

Team

David Cowan

Managing Director

Alex Sword

Editor

Cinty Kuo

Marketing Assistant

Jasjit Sandhu

Head of Membership Sales - Arc Europe

Gill Excell

Event Manager

Tom Williams

Senior Conference Producer

Zara Mughal

Marketing Manager

Will Thompson

Business Development Manager

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

"Really appreciate the invitation and thought that, as always with the FSF, the event was brilliant. The team did a brilliant job of making everyone feel welcome and informed. Thank you again."

CEO, The Digital Lighthouse

" Very inspiring and good to step away from the day job for a couple of days and think about marketing in a different way and how I can then take the relevant learnings and interesting conversations back to my role. Thank you for a brilliant couple of days. "

Marketing Manager, Just Group

Our corporate partners