Events

Our comprehensive calendar of events dedicated to financial services marketing
Oct
06

European Executive Summit 2019 – By Invitation Only

Our annual Executive Summit provides a unique opportunity for our Executive Members and select guests to focus on strategic issues in financial services marketing.

The agenda will combine keynote p...

Available to: E

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May
16
LDN

State of Mind, State of Market – What makes a Challenger Brand?

Marketers in larger, established FS companies often lament complex processes and legacy IT systems that stand in the way of a more agile working environment to keep up with smaller start-ups. To compe...

Available to: EAP

Brand Strategy

0 585 Views


May
14
LDN

Sustainable and Impact Investing: Getting the Communication right

How can Asset Managers, Banks and Wealth Managers talk to their clients and intermediaries about this increasingly popular investment trend? Sustainable investing can be complex, so how do we break it...

Available to: E

Private Banking and Wealth Management

0 460 Views


May
09
LDN

The CX Factor: Transformation Programmes

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...

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Digital & Direct Marketing

0 626 Views


May
02
LDN

Virtual Reality in Financial Services – A Practical Introduction

The Forum's recent member survey on marketing thinking and trends showed that brands continue to look for points of differentiation but are failing to embrace new technology.

Especially the areas o...

Available to: EAP

0 905 Views


Apr
26
LDN

Marketing to the End Investor: Maximising your return on SEO & SEM marketing

Existing and prospective clients are far less inclined to consult sales people for information than they once were.

Instead, they prefer to look online for their financial information. According to...

Available to: EAP

0 1053 Views


Apr
24
LDN

Improving Behaviour at Retirement

How can behavioural economics improve decision-making and advice at retirement?

With growing interest in behavioural economics across financial services, we look at how lessons and insights from th...

Available to: E

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