Bank and Brand Distribution of Retail Financial Services

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

28 March 2019

A Meeting of Minds Bank and Brand Distribution of Retail Financial Services  - 28 March 2019

A Meeting of Minds Bank and Brand Distribution of Retail Financial Services - 28 March 2019

  • 28 Mar 2019

    The Berkeley Hotel

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

    View Map

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 organisations 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.
  • 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?

Read More...

Schedule of the Day

  • 08:15

    Breakfast

    Informal networking over breakfast.

  • 09:50

    Roundtable 1

    The participants will take part in small facilitated groups addressing the session they have chosen.

  • 11:00

    Coffee

    Apple & BlackBerry time

  • 11:20

    Networking

    Structured speed networking!

  • 12:00

    Roundtable 2

    The participants will take part in small facilitated groups addressing the session they have chosen.

  • 13:10

    Lunch

    A seated formal lunch

  • 14:45

    Roundtable 3

    The participants will take part in small facilitated groups addressing the session they have chosen.

  • 16:30

    Fizz Flows

Sponsors & partners

My Pension Expert

Age Partnership

Scafld

Optimise Logo

New Day

HUB Financial Solutions

Freedom Finance Logo

BGL

AXA PPP

Western Union Logo

OFX

Dignity

Sponsor a Bank and Brand Distribution of Retail Financial Services Event

Become a Strategic Partner or Sponsor on this event.

Find out More

Speakers

  • Julian Dailly

    Julian Dailly

    Senior Vice-President - Brands, Savanta

    A look at the different generational trends shaping today’s society and their attitudes towards Financial Services. Julian Dailly, Senior Vice President, Savanta. Formerly, Head of the Global Brand Valuation team at Interbrand, he now specialises in combining insight with commercial strategy and will provide actionable learning.

  • Roberta Lucca

    Roberta Lucca

    Co-founder and CEO, Bossa Studios

    Gaming, AI – what does the future really look like? Roberta Lucca is an unconventional serial entrepreneur and an obsessive learner. She is the co-founder and CEO of the BAFTA-winning Bossa Studios, a games company based in London. She is a Tech London advocate, helping foster start-ups and advising young entrepreneurs on how to shape the future with technology. Her latest venture is BOLDR – part game, part AI virtual coach.

  • George Pascoe-Watson

    George Pascoe-Watson

    Senior Partner & Chief Advisor, Portland Communications

    Who needs politicians? Do they add value? Whose side are they on? George Pascoe-Watson, Senior Partner and Chief Advisor, Portland Communications. A former Political Editor at the Sun and a frequent panellist on BBC Question Time, Any Questions and the Week in Westminster makes him well-positioned to judge.

Location

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


Top