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Bank and Brand Distribution of Retail Financial Services

The Berkeley Hotel, Wilton Place, Knightsbridge, London SW1X 7RL

4 October 2018

A Meeting of Minds Bank and Brand Distribution of Retail Financial Services - October 2018

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A Meeting of Minds Bank and Brand Distribution of Retail Financial Services - October 2018

  • 4 Oct 2018

    The Berkeley Hotel, Wilton Place, Knightsbridge, London SW1X 7RL

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The delegation is made up of senior decision makers representing those high street and online banks and brands which offer a range of third party financial products and services as well as those representing large membership organisations reviewing the third party financial services and products which may benefit their membership.

Their common denominator is a focus on interfacing directly with the end consumer. The conversation encompasses distribution trends, client insights, regulation and product.

Participants include:

  • director level representatives from retail banking keen to explore new distribution strategies and to learn about product and service innovation
  • senior decision-makers representing those high street and on line brands which offer a range of third party financial products and services
  • those representing large membership organisations reviewing the third party financial services and products which may benefit their membership.

The benefits of participating:

  • Strategic engagement - share best practice
  • Meet your peers - networking at the highest level
  • Hear new thinking and understand the latest trends
  • Inspiring insights from external keynote speakers
  • Platform for change - an opportunity to work through the key challenges facing both your business and the industry, with a view to finding collective ways of driving change forward
  • Bespoke and tailored - an opportunity to build your own itinerary enabling you to participate in roundtables focusing on those subjects which matter to you
  • New business development opportunities

How does it work?

A Meeting of Minds is a day long forum: breakfast through to drinks. It is a forum made up of a blend of:

  • Keynote sessions geared to encouraging new thinking - typically from outside the industry.
  • Roundtables - small facilitated groups addressing a carefully researched agenda. The whole day is Chatham House and therefore participants are able to speak openly and freely.
  • Plenty of networking opportunities including a formal seated luncheon.
  • Some "me" time. We thought the art of sleeping might be a good start!
  • In summary your time is precious and our goal is to ensure that if you spend it with us, you spend it in the company of your peers, you address the subjects which matter to you, and all in a time efficient manner.

What does it cost?

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Register as a participant

Participant List

Schedule of the day

The Subject Matter

Findings

One of the best arranged and co-ordinated events I have done. A diverse mix of people and backgrounds. We made some great contacts that we are now capitalising on

Platforms & Digital Distribution Director, iShares by BlackRock


Schedule of the Day

  • 08:30

    Registration and Breakfast

    Informal networking over breakfast

  • 09:15

    Welcome

    Evie Owen, Joint Managing Director, Owen James, will open the Meeting of Minds for Bank and Brand Distribution of Retail Financial Services.

  • 00:00

    Presentation

    People in 2018: Ben Page, Chief Executive of Ipsos MORI will provide an entertaining canter through the emerging societal and behavioural trends his firm is encountering amongst your clients.

  • 10:10

    Working Session 1

    Participants will go the room indicated on their app within their personal itinerary to participate in their chosen roundtable.

  • 11:10

    Morning coffee

    Apple & Blackberry time

  • 11:30

    Networking

    Mini meetings - an opportunity to exchange business cards

  • 00:00

    Working Session 2

    Participants will go the room indicated on their app within their personal itinerary to participate in their chosen roundtable.

  • 00:00

    Lunch

    A seated formal lunch

  • 14:20

    Presentation

    Organisational climate trumps employee engagement - that is if you want best business performance: Professor Moira Clark, Director of the Henley Centre for Customer Management, Henley Business School will set you straight!

  • 15:00

    Working Session 3

    Participants will go the room indicated on their app within their personal itinerary to participate in their chosen roundtable.

  • 16:10

    Afternoon Tea

    More business cards to swap - an opportunity to relax with a cuppa or a glass of something and wave goodbye.

  • 16:30

    Presentation

    Retail theatre: more (and less) than meets the eye: Gabrielle Hase, Founder and Director, Soleberry Advisory. The ‘less” means that sometimes the very basics of communication are what make an experience brilliant, something which is often overlooked by people trying to devise ever greater ‘over the top’ experiences.

  • 17:15

    Fizz flows

    More business cards to swap - an opportunity to relax with a glass of fizz and then wave goodbye

Sponsors & partners

Western Union Logo

Quint Logo

Scafld

Optimise

OFX

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Freedom Finance Logo

HUB Financial Solutions

Legal & General

Affinion

BlackRock

Dignity

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Speakers

  • Gabrielle Hase

    Gabrielle Hase

    Founder and Director, Soleberry Advisory

    Gabrielle Hase has over a decade's experience as a business owner and management executive specialising in the digital space, helping companies profit from today's multi-channel opportunities. Innovative vision, creative management and practical engagement underpin her leadership style, which delivers portfolio value, international expansion and profitability. Past clients and achievements include; managing The White Company’s £40 million eCommerce business to drive an enhanced brand experience online, directing a US focused market analysis and website launch for Moonpig.com and launching TKMaxx.com, delivering an entirely new route to market for the £1 billion European retailer.

  • Professor Moira Clark

    Professor Moira Clark

    Director of the Henley Centre for Customer Management, Henley Business School

    Moira Clark, as well as acting as Professor of Strategic Marketing at Henley Business School and Director of The Henley Centre for Customer Management, also serves as a consultant to a number of leading UK and international companies. Moira has researched and published widely on the subject of relationship marketing, customer experience and service excellence and has worked extensively in the area of culture and climate, its impact on retention and loyalty and the critical linkages between employee behaviour and customer retention.

  • Ben Page

    Ben Page

    Chief Executive, Ipsos MORI

    Ben Page, an established writer and speaker on trends, leadership and performance management, has directed thousands of surveys examining consumer trends and citizen behaviour. Ben leads one of the UK’s principal market research organisations, working for companies like Shell, BAE Systems, Sky TV and IBM. As well as numerous corporate briefs Ben has polled for major political parties, government departments and local authorities.

Location

The Berkeley Hotel, Wilton Place, Knightsbridge, London SW1X 7RL


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