Financial services
ISBA and the Financial Services Forum (FSF) are to work together to add value to each others’ memberships and undertake joint ventures when our interests overlap.
This page will feature more on our joint initiatives, forthcoming events and relevant news.
Research papers - free to forum members!
In December 2009, the forum co-hosted an event with Opinium Research on the theme of Perspectives on the IFA Industry.
The incentive and reward for attending the event was a free copy of Opinium’s full research report into current IFA attitudes towards the sweeping changes in their sector. A copy of the report is available on request - please email rn@thefsforum.co.uk.
Since then, Opinium have undertaken some additional research, summarised in a document now available free to forum members in the Knowledge Centre (visit Independent Voice January 2010). The latest study provides a further measure of how far IFAs think they are along the road towards adopting the new adviser charging model, and attaining higher qualification standards.
Events
HOW TO BECOME A BETTER MARKETING LEADER
Tuesday 11 May 2010
MWB, 60 Cannon Street, London, EC4N 6NP
09.00 for a 09.30 start until 12.00
Sponsored by Acxiom and Royal Mail
We invite three speakers to explain what skills and experience are required to future-proof your career as a successful marketing leader.
Richard Rawlinson, Vice-President, Booz & Co
Marketers are aware and excited by the revolutionary developments in marketing data and analytics, but are often frustrated in realising its potential. Richard will discuss the challenges they face and some of organisational and other sources of frustration. Drawing on wide experience and recent survey data from leading marketers, he will identify marketers’ top organisational and role development priorities, focusing on the need for speed and innovation, and suggest some of the specific steps that can help.
Michelle Brailsford, Principal Consultant, Jupiter Consulting Group
Sustainable Business Relationships focuses on the behaviours and conversations that Marketing Leaders need to build in order to influence peers and senior managers within their organisation. This talk is based on a highly successful model for developing business in a consulting environment and has been customised for internal functions such as HR, Finance, and Marketing.
Alan Thompson, Founding Partner, The Haystack Group
There is little doubt the empowered consumer has taken charge of the marketing agenda. And there is one thing we can all be pretty sure of; in the foreseeable future, the pace of change and the dual pressures to anticipate and respond to consumer needs, will become increasingly intense. With this as the backdrop to every marketing organisation, how clients and agencies work together has become critical. It is easy to create tidy “org charts” and draft neat process maps, but it is what is not documented that is usually the force which really dominates day to day operations. Alan will consider how the approach and structure of agency relationship management needs to change to meet the pressures of effective marketing in this rapidly evolving world.
WHERE TO NEXT FOR THE WEB AGGREGATORS?
Tuesday 18 May 2010
Yahoo! 125 Shaftesbury Avenue, London, WC2H 8AD
09.30 for a 10.00 start until 12.00
Consumer behaviour is evolving rapidly – no more so than online. What does that mean for the web aggregators, still fighting it out with multi-million pound advertising campaigns to drive consumers to their websites?
- What do new comparison platforms offer, and will the advocacy models of social networking sites draw consumers away from simple price comparison tables?
- Where are aggregators succeeding and failing?
- Who is a typical user of aggregators and what is their socio-economic profile and propensity to switch?
- How well differentiated are aggregators and online brokers in the eyes of consumers?
- What do consumers say that they are looking for from aggregators?
- How accurate do consumers perceive aggregators to be?
- Why else might consumers find aggregators confusing?
- What are the growth opportunities outside of the UK?
Speakers:
Graham Donoghue, Managing Director, Moneysupermarket.com
Alan Leach, Director, Finaccord
Brian Brown, Head of Research, Defaqto
ARE WE TREATING CUSTOMERS FAIRLY YET?
Thursday 24 June 2010
London venue TBC
09.30 for a 10.00 start until 13.00
Sponsored by Royal Mail
To-date, much of the FSA’s principle-led TCF initiative has focused on pre-and post-sale marketing communications and the extent to which it conveys essential information in a way that is clear, fair and not misleading. The impact on providers has been considerable. But what about the impact on customers? Have they noticed any difference?
We start with a summary of the annual Moneywise Customer Service Awards, based on their extensive readership survey.
Customer experience and customer communications are interlocking agendas. This all-Member event will look at the behaviours of financial services providers, as well as the marketing communications component, to involve those who regularly battle with Compliance in an attempt to engage with customers in a language they can understand.
Ultimately, it all comes back to the TRUST agenda. Can you adapt business processes to give customers more confidence that you are acting in their best interests? We will discuss a model for building trusted relationships that is applicable to both B2C and B2B providers.
Speakers and panel include:
- Jeremy King, Publishing Director, Interactive Investor
- Jeremy Braune, Managing Director, Brandspeak
- Professor Rob Waller, Professor of Information Design, Reading University
- Katherine Lamb, Ruby Sky Consulting
- James Daley, Editor, Which? Money
These events are free to members of The Financial Services Forum. To book a place, please go online at www.thefsforum.co.uk (please log in as a member first) or e-mail Victoria Monk at vm@thefsforum.co.uk. Alternatively, you can call Victoria direct on 020 7449 9027.
- Wherever possible, presentations from these events are posted onto the Knowledge Centre area of thefsforum.co.uk. The Knowledge Centre is a searchable archive provided exclusively for members of the Financial Services Forum, containing articles, research and presentations from over nine years of Forum activities. If you need any help to access the password-protected members’ area of the site, to investigate the potential value of this resource, please contact Richard Nolan.
