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Practitioner Membership

Agencies and consultancies from across all marketing and communications disciplines are welcome to join The Financial Services Forum via Practitioner Membership.

We respect the contribution that agencies regularly make to our events. Quite often leaders from the agency community are invited to speak at our conferences and seminars to present their insights, techniques and case studies. Sharing your experience and expertise is valuable to our Members.

But ad hoc appearances as a speaker do not, on their own, help you become a valued member of the financial services marketing community. Yet, if your agency or consultancy has financial services clients, and wants to develop a genuine capability in these markets, being a regular and visible member of the community is no better place to start.

At meetings of The Financial Services Forum you don’t just meet other agencies; you meet the leaders who are driving marketing strategy for their financial services businesses, and the marketing managers who are helping them to deliver it.

But Forum events are much more than just a networking opportunity.

They offer a genuine forum to exchange ideas and learn from other experts in the financial services industry. Our agendas are chosen by our Members, to cover the topics that concern them most as they address the challenges of marketing in the sometimes complex, often highly regulated and always shifting financial services landscape.

Because of its complexity and diversity, financial services marketing is genuinely difficult. There is also plenty of scope and opportunity to improve marketing professionalism, and effectiveness.

Together our aim is to help raise the bar: to provide Practitioner Members with a better knowledge of the issues and challenges facing financial services marketers, and greater understanding of key aspects, such as product design, distribution, regulation and consumer attitudes. We also aim to cover both B2C and B2B marketing and communications agendas.

In this way, our Practitioner Members share similar objectives to our Full and Associate Members: to use their Forum membership to improve their personal effectiveness in financial services marketing, and thereby provide their clients with more insightful advice and more successful marketing outcomes.

The calendar of events

As a Practitioner Member of The Financial Services Forum, you will be entitled to attend up to ten events each year, including our two full-day Members’ conferences.

All these events are open to our Full and Associate Members from client-side companies, and we plan the agendas and speakers to cover as broad a range of topics as possible. Our aim for these events is to provide maximum appeal to senior marketers from across all financial services sectors, relevant to client-side Members and agency practitioners alike, across all marketing and communications disciplines.

On-line Knowledge Centre archive

Practitioner Membership also gives you access to our online Knowledge Centre archive.

This resource is perfect for anyone looking to research issues, trends and best practice case studies in financial services markets. Fully searchable by key words, it is a database of almost all the presentations, articles, research studies and white papers contributed to the Forum by its Members and at our events over the past ten years.

Presenters have given us their consent to make their content available to our Members, on the understanding that if you wish to cut and paste a slide into one of your own presentations, you always attribute them as the source.

Free subscription to Argent, our journal

Practitioner Members also receive a free subscription to our respected journal, Argent.

Argent contains thought leadership articles, especially commissioned on important topics of the day, and authoritative commentaries on the latest industry trends and statistics.

Webcasts

Practitioner Members are invited to produce self-recorded webcasts on The Financial Services Forum’s BrightTALK channel. Limited to one webcast per agency per year, these thought-leadership presentations are recorded online, and made available for Members to view on demand.

Each month, The Forum informs all Members of any new webcast material, driving additional traffic to your presentation.

Consultancy Register

The Forum allows Practitioner Members to list contact information on its Consultancy Register, a listing of agencies and consultants who specialise in financial services marketing.

The content is available for Members to view online, as well in printed format in each issue of Argent.

Forthcoming Events: