The Challenges of Client Reporting in European Asset Management

Uber, Nike and their like, have turned branding on its head. They have created utilitarian global brands by inserting themselves into our daily lives using technology as their Trojan horse. And through this utility they have invested more meaning into their brands than any global advertising campaign ever could. Utilitarianism is the innovation frontier for financial services. How do traditional financial service companies reconfigure and transform their capabilities to innovate around their customers' needs and rebuild their brand meaning through utility, instead of advertising.

How could wearable tech transform UX in the financial services sector? What will personalisation and big data impact on UX? Omnichannel - creating a seamless user experience from online to offline.

Since it made a debut in 2003, LinkedIn has evolved and enhanced its offerings.
Our mindset about how to use LinkedIn, however, has not evolved as quickly as the product.
If you haven’t changed your approach to LinkedIn, you’re missing out on some of the biggest benefits.
This free Webinar will enhance your understanding of this “professional network” and the fundamental benefits to you and your organization, including:
1. Linkedin: Why it’s a critical tool for financial service marketers in 2015
2. Company Brand: How your company profile can make or break you
3. Content: How the most successful companies use content to create their own LinkedIn profile

The title of The Forum’s Autumn 2015 conference was “20:20 vision” so asked our Members for their comments on their vision for the financial services industry in 2020 – insight into what the future might hold. We also went out on the street and got some vox pops from the general public.

Societal and technological changes are altering the way consumers interact with their bank. This in turn will shape the branch network of the future, both in terms of where branches will be located and their purpose/format. However, the impact of this change is not happening at the same rate across the UK and does vary according to local demographics.
Ian will demonstrate that the best way to optimise your branch network by 2020 is to make sure you take these local considerations into account: the best national picture is actually the sum of all the local situations.

Simon explains how digital currencies such as Bitcoin, peer to peer lending and CrowdFunding will affect the future of banking and finance.

In this provocative session, global futurist Rohit Talwar explores how industry strategies, businesses models and organisation design could develop in response to the evolution in social needs and expectations and a rapid acceleration in the capability of personal and corporate technologies. He describes a number of potentially disruptive ventures that could change the game in financial services and highlights practical strategies for firms that want to shape the future rather than be a casualty of it.

David describes the driving forces that are making wholesale change in financial services increasing inevitable and desirable for the industry’s participants, their clients and consumers and the regulator.

The question and answer session from The Forum's Pensions Reform discussion in September 2014. Panel includes: David Dunn, Making Sense of Retirement (Chair); Mel Duffield, Pensions Policy Institute; Tim Gosden, L&G; James Coney, Money Mail; Simon Lambert,Thisismoney.co.uk.

The third presentations from our recent Pensions Freedom event. The Pension bombshell dropped by The Chancellor in the March budget has galvanised the UK market. Recent research will show how the UK consumer has reacted to the changes. In other countries where savers do not have to buy annuities (e.g. Australia and USA) what do retirees do with their pension pots? What does the retirement income market look like and what products have developed and prospered? What has driven consumer behaviour in those markets? And, with the new pension flexibilities in the UK, what would be a good outcome from a regulatory perspective?

The second of three presentations from our recent Pensions Freedom event. The Pension bombshell dropped by The Chancellor in the March budget has galvanised the UK market. In other countries where savers do not have to buy annuities (e.g. Australia and USA) what do retirees do with their pension pots? What does the retirement income market look like and what products have developed and prospered?

The world of retail is moving at a rapid pace - driven by changing consumer behaviour and new technological advancements. Using digital to improve the online to instore experience has allowed us to be smarter marketers, this has resulted in better relevance to our customers, better service and as a result Halfords are doing more business.
Clive West, Head of Digital at Halfords, and Peter Veash, CEO of The BIO Agency, have been working closely together to join up the customer experience and drive digital innovation in the business. During this session, they’ll give some insight into the customer behaviour and some of the advancements they have made.

Simon will discuss how customer conversations in technology are dominated by three key areas; Mobility, Collaboration and Cloud. External pressures from consumers around the latest smart phones and tablets fuel the BYOD debate, which in turn present opportunities for richer collaboration, and new consumption models from the cloud. Simon will also highlight how BT plays a leading role around key areas of technology, has a significant heritage in
research and continues to scout for new innovation. Simon is responsible for global Innovation within BT’s Portfolio and Service Design team and the global Chief Technology Officer programme. Simon is also responsible for setting the thought leadership agenda and leading the team globally.

Social media has a proven track record of building stronger bonds with consumers in a market where trust has increasingly becoming an issue. Is social media and mobile the way forward in general insurance?

(Includes some mobile phone audio interference) More consumers are adapting to the ever growing world of social media and mobile. Is there a future here for the general insurance sector? Are companies doing enough in this space? Pete Markey takes us through the RSA journey and gives examples of innovation in this sector.

Organisations large and small can struggle with internal communications.

In this webinar, experienced brand managers talk about what works and what doesn't in the crucial area of internal brand development.

In people businesses, which almost all financial services businesses are, brands are built from within. Without strong internal buy-in, the chances of success in the external marketplace are negligible. Yet the fact is that most internal brand-building initiatives achieve little - and many are actually counter-productive, leading to an increase in off-brand behaviour.

Speakers include:
Lucian Camp, Principal, Lucian Camp Consulting (Chair)
Annabel Venner, Global Brand Director, Hiscox
Neil Dawson, Chief Strategy Officer, Europe, Sapient Nitro
Piers Pollock, Executive Director of Strategy and Planning, The Gate London

Vox Pops

10th December 2013

The Integrated Marketing Mix

A second industry case study. In an age where data is king, how do we future proof and use it to our business advantage? With significant change in the advice industry and the improvement in technology, leading consumer adviser search site unbiased.
co.uk needed to rethink, rebuild and repopulate their huge database to maintain and drive forward market position. Where do you start and what are the major considerations? How do you engage a mass audience with a call to action in a short amount of time? How do you do this on a tiny budget?
Karen has twenty years of financial marketing experience, much of which has been focused on utilising online technology and PR to market services to consumers.
Over the last decade she has positioned unbiased.co.uk as the UK’s leading ‘find an adviser’ company and exponentially increased the numbers of consumers finding an adviser through clever and effective use of social media, online marketing, PR, brand awareness and communications. She was recently voted The Financial Services Forum Marketer of the Year 2013.