About

In 2000, a handful of senior financial services executives met informally, to share ideas and knowledge with their industry peers. They talked about the business, their business and how all concerned could benefit significantly by optimising their individual and corporate marketing effectiveness.

So began The Financial Services Forum, as a meeting of like-minded professionals, talking amongst themselves, about their business issues, without the distractions and pressures of agencies, vendors or consultants. Their aim was to improve their understanding of the consumer, the marketplace and their own marketing performance.

That small group has grown by about 50 members each year to the current 550 members. We will continue to grow - but carefully and very selectively, as membership is less about numbers and more about inviting the right people at the right time. Thus membership is strictly by invitation only and exclusively extended to dedicated financial services practitioners with a contribution to make and a voice that should be heard. Whilst the majority of our membership is comprised of Marketing Directors, the Forum has also been successful in attracting CEOs, Directors of Strategy, Product, Finance, Operations and HR, all connected through their interest in marketing effectiveness.

The story continues

Surviving and thriving in an industry sector that never stands still, and which is becoming ever more competitive, demands perpetual focus and 20/20 vision.

The Financial Services Forum exists to provide that very focus, and the critical insight, which allows our Members to concentrate on improving performance by putting marketing effectiveness first.

What makes The Financial Services Forum’s agenda both relevant and beneficial to our Members is the fact that it is totally independent and sector-specific, and is created by the Members (under the guidance of the Advisory Board) and for the Members. It involves the right people, addressing the right topics – both current wisdom and future trends – through an eclectic mix of conferences, workshops and other events. Further, the Forum seeks both to recognise and to reward success through the respected annual ‘Awards for Marketing Effectiveness’ – the only awards dedicated to financial services marketing effectiveness.

Membership of The Financial Services Forum not only deals in accepted wisdom, but also gives decision-makers the opportunity to be exposed to current thinking, on-going activities and future trends – in short, nothing but the full picture.