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
Schroders Plc
Managing Director
NowSure
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
Engaging financial advisers and intermediaries with great writing.
The growth of digital communication across websites, blogs and social media has handed users immense power: The power to ignore an...
August 9, 2017
Asset Management, Brand Strategy, Digital & Direct Marketing
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
Steve Wells' (Fast Future) presentation slides from the "Navigating the Hype of Artificial Intelligence and Machine Learning" seminar on 14 March 2019...
March 14, 2019
In this report, Hootsuite examine new ways that organizations in the financial services and insurance sectors can use social media to drive revenue, decrease costs, and mitigate risk in 2019.
From ...
February 19, 2019
Ben Knight, co-founder and COO of Croud has used his 15 years’ experience of working in paid search, to prepare a guide, specifically for the financial services sector.
Ben sums up some of the ke...
January 24, 2019
In this fifth annual survey conducted by Kurtosys, we have again asked our expansive audience to help us give some insights into digital marketing trends and perspectives in asset management marketing...
November 2, 2018
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
Please note: this event is now fully booked. You can still register, but will be added to a waiting list. If any places become available we will allocate them on a come first, first served basis.
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Available to: E
