Events

Our comprehensive calendar of events dedicated to financial services marketing
Sep
24
LDN

Improving the Pensions Journey for Women

The pensions savings deficit is particularly acute for women. Generally lower earnings than men and periods of unpaid caring often translate into poor pension outcomes. What can the industry do to imp...

Available to: E

Life & Pensions

0 491 Views


Sep
26
LDN

Fintech – Building Global Brands

With the UK’s stated fintech ambition to build on its European crown and to become a global fintech hub, this session will look at how the leading Fintechs are building global brands.

Hear from s...

Available to: EAP

Fintech

0 642 Views


Sep
30

Mortgages Summit 2019 – By Invitation Only

Business leaders from mortgage lenders, key distributors networks and other professional service providers in the UK mortgage community gather to debate some of the biggest challenges facing the indus...

Available to: E

Mortgages

0 641 Views


Oct
03
LDN

What should the investment industry do about its reputational crisis?

What should the investment industry do about its reputational crisis? A roundtable for private banks and wealth managers on managing reputation.

The investment industry, including private banks and...

Available to: E

Private Banking and Wealth Management

0 325 Views


Oct
06

Executive Summit 2019 – By Invitation Only

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

The agenda will combine keynote prese...

Available to: E

0 576 Views


Oct
15
LDN

Free advertising: Do you get what you pay for?

For countless financial start-ups, big-ticket, big-budget advertising simply isn't an option. But no problem: surely these days you can build brands and recruit customers just as well, if not better, ...

Available to: EAP

Brand Strategy

0 258 Views


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Mar
26
LDN

Suitability Tests are an Accident Waiting to Happen

Financial services providers and advisers are under increasing pressure from the Regulator to know the financial capability of the customers they target; to know that communications are understood, no...

Available to: EA

0 403 Views


Mar
21
LDN

The True Cost of Client Retention in Asset Management

Winning clients is one thing, keeping them another. How much effort and cost is required to keep assets under your management, and how does the effort vary by type: retail and institutional? What is t...

Available to: E

Asset Management

0 996 Views


Mar
12
LDN

Customer Service and Organisational Behaviour

Customer satisfaction lies at the centre of marketing strategy. Yet delivering customer service is also about management and organisational behaviour, ensuring that the whole company, through the uniq...

Available to: E

Retail Banking

0 540 Views


Mar
06
LDN

Do Consumers Value Advice Enough to Pay for it?

We return to The Daily Mail in Kensington to debate the impact of adviser charging on consumers. The countdown to RDR saw a sharp rise in media coverage surrounding the cost of advice. The media has p...

Available to: EAP

0 410 Views


Mar
05
LDN

Alignment: The Key to Optimising Marketing Effectiveness

Complex media strategies create complex challenges for measuring marketing effectiveness. Truly integrated campaigns can measure the impact of parallel marketing activities on each other, continuously...

Available to: EA

0 406 Views


Feb
28
LDN

From Large Scale to Upscale: Is Private Banking a bit of a Let Down?

Some mass affluent customers of mainstream retail banks will go on to become significantly wealthy, and attract the attention of private banks and wealth managers. Those that cross the rubicon are oft...

Available to: E

Private Banking and Wealth Management

0 516 Views


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