Events

Our comprehensive calendar of events dedicated to financial services marketing
Nov
14
LDN

From Understanding Customer Needs to Understanding their Personality

We constantly talk about the need to better understand the customer. This usually relates to needs based on identifiable habits. But what about the understanding customers personalities? Richer profil...

Available to: EAP

0 648 Views


Nov
21
LDN

Annual Members’ Dinner & Marketing Effectiveness Awards

The Financial Services Forum Annual Members’ Dinner and Awards evening is a wonderful chance to meet Members, entertain colleagues or clients, and celebrate success in our Awards for Marketing Effec...

Available to: EAPO

0 418 Views


Nov
26
LDN

The Race to Primary Banking Relationship Status

With over a decade of investment and growth, the UK has become an internationally recognised centre of fintech excellence with an enviable record of nurturing fintech banks.  Yet the reality is that ...

Available to: E

Fintech

1 474 Views


Nov
28
LDN

Does Creative Really Matter? An Asset Management Half-Day

Does Creative Really Matter?

Asset management isn’t a sector known for brilliant advertising. But with many investment houses pumping out virtually indistinguishable content, and products increas...

Available to: E

Asset Management

0 719 Views


Dec
10
LDN

ESG and Pensions: Marketing Positive or Unwanted Burden?

With regulators showing increased interest in ESG factors (Environmental Social Governance) being integrated into pension investment, what are the marketing implications?

Ethical and green investin...

Available to: E

Life & Pensions

0 568 Views


Dec
12
LDN

Voice Search Marketing for Financial Services

It is estimated that between 30% and 50% of searches will be voice activated by the end of 2020.

If you have a digital marketing strategy, then voice search will have a direct effect on this and in...

Available to: EAP

Digital & Direct Marketing

0 388 Views


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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

0 560 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

0 425 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

0 422 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

0 543 Views


Feb
27
LDN

Managing Assets and Liabilities in the Third Age

A significant proportion of those approaching retirement over the next decade will discover the income that their state and private pension assets will generate in retirement will fall short of their ...

Available to: E

Life & Pensions

0 594 Views


Feb
13
LDN

Who Will Most Influence the Future Shape of Mortgages Distribution?

We look at the trends that influence the shifting share of mortgages distribution, even in today's static market. Who will be the principal drivers of change? Lenders, distributor networks, the Regula...

Available to: E

Mortgages

0 387 Views


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