As markets remain volatile and consumers worry about the longer term effects of COVID-19, our 5th Annual Conference will focus on how the financial industry can learn from this shift, and work to build better processes & products, and become better for people & our planet.
The retirement plans and life goals of many people have been drastically affected. Consumers across the board may have had to change their financial strategies as a result of global volatility. While some look to mitigate their risk, others want to buy into the discounted market. How can we respond to these opportunities and build back better?
We'll focus on four main themes:
- How can we improve the way we operate?
We'll explore different advice models, and dive into the possibilities presented by video and digital options. Then we will dig into how banks can streamline their processes and take a look at digital and robo innovations. Addressing the growing need to 're-learn' our world, we'll ask a psychologist what a post-COVID world means for the big brands.
Better for People
- How have consumer needs changed?
What are the new and emerging needs and demands of consumers? We'll explore our research into customer expectations, and find out how people's perception of value has shifted when dealing with fund managers and advisers. This section will also explore the journalist perspective - what do reader demands and interests look like post-COVID.
Better for our Planet
- How has the coronavirus affected the sustainable and impact sector?
What does the evidence tell us? We'll reveal insights into what ESG products people are buying, and the emerging trends which financial heavyweights have seen. Has the appetite for ethical financial products shifted as a result of the COVID-19 outbreak? This section will delve into how we can use these insights to refine future sustainability strategies and pivot current products.
- How will shifting consumer demands change financial products?
What is the best approach to take to ensure that financial products keep pace with the evolving priorities and needs of consumers? How can we adapt to respond to customer needs, such as the quest for income? We'll take a look at whether the passive heroes held up, and explore if investment pathways represent a new hope for pensions post-COVID.
Nathalie Nahaï, Author of Webs Of Influence
Richard Cook, Online Community Manager at Monzo Bank
Viktor Nebehaj, CMO of Freetrade
Jane Brady, Head of Client Solutions at Mumsnet
Ross Dalzell, Head of Digital Investment Platforms at Barclays
Chris Mullan, Head of Artificial Intelligence at Deloitte
Jozef Moffat, Customer Engineer at Google Cloud
Jess Markwood, Content & Strategy Director of The Fifth
Natalie Glaze, Co-Founder of Stay Wild Swim
Sven Hughes, Founder of Enigma
Andrew McMillan, Founder of Engaging Service & Former Head of Customer Service at John Lewis
Caroline Hughes, Co-Founder of Lifetise
Tim Jablonski, Product Director at EValue
Dr Clea Bourne, Senior Lecturer at Goldsmiths, University of London
John Porteous, Group Head of Distribution at Charles Stanley Direct
Cameron Bourne, Head of Partnerships at The Big Exchange
Amy Metcalfe, Head of Programmes & Finance at ShareAction
'As always it was insightful, excellent (and new) speakers talking about things we should care about as an industry.'
'As ever it was another excellent BM event with a great mix of thought provoking insights.'
'Great set & mix of speakers - NOT boring!'
'Different topics than usual FS conferences. Not just the industry talking to the industry.'
'Loved the variety of speakers from all the different backgrounds and industries - especially psychology & research'
'Bringing external, non-financial experts is super interesting and valuable - these are people we don't usually get access to.'