Chairperson
Global Head of Digital Experience
BNY Mellon
Committee
Director, Financial Services UK
SapientNitro
Head of Digital Distribution – Global
GAM (UK) Ltd
Chief Customer Officer GI
LV=
Head of Planning
SunLife
Head of Digital Marketing & Analytics, Global
Schroders Plc
CEO
Union Services
In recent years, marketing has progressed in leaps and bounds with regards to its reputation within enterprise businesses. The knowledge that marketing is important to obtaining the varied goals of a ...
December 18, 2019
Managing paid search accounts can be very similar across different verticals, with tasks being done in a comparable way. Nevertheless, some verticals are challenging account managers to adapt their wo...
April 26, 2019
What does digital transformation look like for financial services? Digital transformation is completely reshaping the financial services industry - particularly across banking and insurance. Customer ...
March 25, 2019
The Keep Me Posted campaign was positioned as ‘the Consumers’ right to choose’ … that choice being very specifically paper bills and statements … with an additional sub-clause … the right ...
August 13, 2018
79% of financial marketers consider new data protection regulation as a positive change
In a survey sent to 1,800 members yesterday (22 May 2018), The Financial Services Forum found that most marke...
May 23, 2018
Why you should focus on the future, but stay creative.
Over the past few years, Programmatic Advertising – that’s digital ads backed by a sprinkling of AI – has shaken up the way brands targe...
September 14, 2017
Coronavirus brings a new point of focus to the effectiveness of Out of Home (OOH) messaging – with reduced social contact and travel, what happens to awareness-raising activities?
I live in the cen...
April 2, 2020
Brand Strategy, Corporate Communications, Digital & Direct Marketing
Chatbot, virtual assistant, virtual agent, whatever you call it, these tools are projected to take customer service in the financial sector by storm. But what exactly does the marketplace think?
We...
January 23, 2020
The next generation of young adult customers is beginning to reach maturity, and they are displaying significantly different behaviours to generations that have come before them. This cohort are finan...
January 21, 2020
Over the past five years, financial marketing has undergone massive transformation in the digital tools they use to market to their customers and prospects. Today’s marketers are moving away from pr...
September 6, 2019
GDPR was one year old on the 25th May. But from a consumers’ perspective it seems like marketing communications have hardly changed since the regulations were introduced. In fact, over 70% of those ...
May 30, 2019
Meeting the needs of under 30s and over 70s In financial services
In the article below, Sophie Grender provides an exploration of each age groups interactions with financial services communication...
May 7, 2019
“By 2020, half of all searches will be conducted via voice.” That particular and much repeated prediction may not quite have held true, but for marketers there’s no hiding from the widespread ad...
Available to: EAP
Businesses are waking up to the fact that transformation programmes aren’t doing what it says on the tin. Why and what needs to change?
The traditional CIO / IT-led change programme is missing th...
Available to:
How do we use AI and ML to target, acquire and retain your highest value customers?
We are on the brink of an age where AI-enabled smart machines - fuelled by advances in hardware, deep neural netw...
Available to: EAP
With ever-increasing amounts of PII (Personal Identifiable Information) available to businesses, it is now possible to turn this data into creating individualised financial service customer experience...
Available to: EAP
We invite winners from The Forum’s 2017 Awards for Marketing Effectiveness to present their case studies and share some of the insights and strategies that impressed our judges.
Smart metrics and...
Available to: EAP
Brand Strategy, Corporate Communications, Digital & Direct Marketing
This session will start with a canter through the content marketing survey results of 150 senior client-facing personnel in financial services, professional services and technology firms. We will exam...
Available to: EAPO
