History of The Forum

Improving marketing effectiveness across financial services

Nearly 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.

And so began The Financial Services Forum. As a membership community of like-minded professionals, our focus was to improve our understanding of the consumer, the marketplace and our own marketing performance.

The Forum continues to provide that very focus, and the critical insight, which allows our Members to concentrate on improving performance by putting marketing effectiveness first.

What makes The Forum’s agenda both relevant and beneficial is the fact that it is totally independent and sector-specific. It involves the right people, addressing the right topics – both current wisdom and future trends – through a mix of events, publications, communities and online resources.

In March 2019, The Financial Services Forum was acquired by Incisive Media, an award winning B2B media and events business who provide analyst-grade insight, business intelligence and access to specialist networks of business professionals around the globe. As a leading B2B media and events business, the acquisition gave The Forum access to a rich set of resources to enhance the member experience and develop new ideas that complement and strengthen the member offering.