a meeting of - owen james events...the concept as a key player involved in partnership marketing, we...
TRANSCRIPT
Thursday 15 October 2015
The Berkeley Hotel, London SW1
Your invitation to participate at
BANK & BRAND DISTRIBUTION OF RETAIL FINANCIAL SERVICES
a meeting of
The ConceptAs a key player involved in partnership marketing, we wouldlike to invite you to join us for the ninetieth Meeting of Mindson Thursday 15 October 2015 at The Berkeley Hotel, LondonSW1.
A Meeting of Minds – Bank & Brand Distribution of RetailFinancial Services is a unique forum bringing together some70 senior decision makers from the leading companiesinvolved in partnerships built around financial services andproducts.
EITHER you will be from a non financial services companylooking to leverage your brand, customer base ormembership to offer a range of financial services andproducts.
OR from a retail bank or building society looking to expandyour existing offering to distribute third party products andservices.
Participation is by invitation only. The only cost is your timeand we will ensure it is well spent.
l The purpose of the day is to discuss areas common to allyour businesses, explore new partnership opportunities andshare best practice and, if and where the appetite exists, putin place strategies to take the industry forward.
l Also taking part will be a group of product providers whoare keen to understand the sort of clients you are targetingand the customer demands you are looking to satisfy. Theyare also keen to understand what they have to do tomaintain and improve relationships with you the partnerfirms in terms of their product and service offering.
“A thought provoking day -inspired to go and makesome changes tomorrow.” NATIONWIDE BUILDING SOCIETY
“Another insightful eventwith some in-depth
discussions around thefuture of Financial
Services”TRINITY MIRROR
“Valuable way to spend a day” BARCLAYS
The roundtable sessions l Formal board room setting.
l An opportunity to pool brainpower.
l Small groups led by professional and well-briefedmoderators.
l Experts on hand to lead and “expand” the conversationwhere appropriate.
l All sessions recorded and the outputs, accompanied by anarrative, published anonymously as The Findings postevent.
What types of strategictopics are up for discussion? As a starting point, the following issues have been tabled fordebate at the October Meeting. These will evolve in the runup to the Meeting as we capture your input into the agenda.
THE PARTNERSHIP RECIPE
l Not just a service provider – putting the ‘partner’ inpartnerships.
l How to stay ahead of the curve through innovative anddisruptive partnerships
l Three kinds of partners – which is best for your business?
KNOWING YOUR CUSTOMER
l The double edged sword of customer data: how to makesure your data is used effectively
l The empty chair: Always keeping the customer at the frontof your business culture and strategies
l Simplifying the customer journey
THE PENSIONS REVOLUTION
l Catering for generation 50+
l Making the most of Pensions Freedoms
INNOVATION IN FINANCIAL SERVICES
l The cost of innovation
l Omni-channel marketing – the way forward for financialservices?
l Regulation and innovation – what is the regulator expectingfrom service providers?
ADAPTING TO CHANGE – DIGITAL DISRUPTIONAND BANKS OF THE FUTURE
l Digital – what does it mean for the financial services sector
l Banks of the future – what can legacy banks learn fromdigital challengers?
l You will be encouraged to identify subjects for discussionin the roundtable sessions.
l You will be asked to choose the roundtables in whichyou want to take part and we will in turn generate yourpersonal itinerary.
l You will be asked to provide a short personal resumeand a company profile. This is published as part of theEvent File enabling you to follow up on contacts madeduring the day.
l You are also asked to complete a short questionnaireencompassing quantitative and qualitative research tohelp set the scene for the conversation. All participantsreceive the results of this research.
l White papers – all participants are encouraged to fieldany research or published material which they think willhelp supplement the conversation on the day.
l This data is all supplied a week before the Meeting in softcopy and in hard copy at the event.
In advance of theMeeting:
“This was my first time atMoM for 4 years. It was goodto come back and partake inrelevant and interestingdiscussion – thanks”
B&Q
Products offered by participants65%
25%6%
Household Insurance
18%41%
6%
6%
41%
Home Assistance Services
41%Motor Insurance
41%Motor Assistance (breakdown)
24%29%Pet Insurance
47%29%Travel Insurance
24%35%
35%
Warranty Insurance
12%6%
Small Business Insurance
6%35%
Protection /Accident/Sickness & Unemployment cover
12%35%Private Medical Insurance
41%Health Cash plans
47%Personal Accident Insurance
35%29%Life Assurance
18%35%Personal Pension
24%24%Annuities / Drawdown
18%29%Equity Release
6%35%Long Term Care
18%41%Funeral Plans
6%35%Will Writing
47%Estate Administration
41%
12%
18%
12%
24%
12%
6%
Credit/Debit/Pre-paid cards
41%29%Loans
35%35%Mortgages
41%24%Regular savings
41%24%Investments
24%29%Financial Advice
53%24%Foreign Exchange Services
6%29%Other
6%
12%
6%
18%
18%
18%
18%
18%
18%
6%
6%
6%
29%6%
18%
18%
12%
12%
6%
Key: Currentlydistributing
Considering Relationshiprenewal withinthe next year
NotInterested
“An interesting new channelof buyers brought togethervery well by Owen James”JUPITER
Changes in products offered75%
25%Household Insurance
75%25%Home Assistance Services
100%Motor Insurance
100%Motor Assistance (breakdown)
75%25%Pet Insurance
75%25%Travel Insurance
63%25%
67%
Warranty Insurance
33%13%
Small Business Insurance
88%13%
Protection /Accident/Sickness & Unemployment cover
33%56%Private Medical Insurance
50%38%Health Cash plans
88%Personal Accident Insurance
75%25%Life Assurance
30%60%Personal Pension
13%38%Annuities / Drawdown
33%56%Equity Release
56%33%Long Term Care
67%33%Funeral Plans
50%38%Will Writing
63%25%Estate Administration
71%
29%
25%
22%
20%
4%
38%
11%
Credit/Debit/Pre-paid cards
63%13%Loans
44%33%Mortgages
40%40%Regular savings
75%75%Investments
38%25%Financial Advice
56%33%Foreign Exchange Services
Key:
11%
13%
13%
50%
11%
11%
13%
13%
10%
Growth No change Decline
Owen James Events LimitedBrook House, Mint Street, Godalming, Surrey, GU7 1HE UK T +44 (0)1483 861334 F +44 (0)1483 862699
Owen James Pte Ltd8 Eu Tong Sen Street #18-85, The Central, Singapore 059818
W www.owenjamesevents.com
Next StepsIf you would like to take part at the next Meeting beingheld at The Berkeley Hotel in London’s Knightsbridge onThursday 15 October, please complete the enclosedbooking form or go to the website to registerwww.owenjamesevents.com/page/login
Once you have confirmed your participation, we will seeka short meeting either face to face or over the phone.The goal being to ensure the agenda on the day issatisfying your needs.
And if you would like to hear more, please contact Tori Nundy at Owen James on + 44 (0)1483 861334or by email: [email protected]
Enabling financial services to do better business
l Strategic insight and new business developmentopportunities
l Opportunity to review best practice solutions
l Hear new thinking from industry experts
l Networking at the highest level
l Opportunity to influence industry thinking
l Understand new customer trends
l Exclusive access to community research
What’s in it for you? The day itself…