Welcome

The Boring Money Annual Conference will put consumers firmly in the spotlight and ask how we do a better job of engagement and communication. How should we be talking to customers?  

Back for our third year, we've found the best speakers from both inside and outside of the industry to inform, provoke, teach and hell even delight. We’ve tackled the big topics. Value For Money. Risk. What DO people want to know. What DO they like. There will be CEOs, psychologists, futurologists, Mad Men, journalists and even a few disconcerted consumers! 

Time:

Wednesday 26th September 2018, 08:30 – 17:00 BST 

Place:

etc.venues County Hall

Riverside Building, Belvedere Road

London, SE1 7PB

View map

Price:
£595 + VAT per person
£250 + VAT for start-ups
Contact Our Events Manager

Speakers

We've gathered a selection of experts from major industry players, journalists, creatives, story tellers and disrupters. Our speakers include:

Agenda

Section One: Opportunities and Change

09:00—09:20 Introduction and welcome
Holly Mackay, CEO, Boring Money
Holly will talk us through a market update covering both provider and consumer angles. What are consumers telling us? What are the opportunities? What does good look like?
09:20—09:50 Keynote: The Future Laboratory: Consumer trends “your future brought to life”
Tom Savigar, Senior Partner, The Future Laboratory
Overarching technological, social, economic, political and environmental eventualities are shaping the brand landscape. What do they look like? And how does this affect you?
09:50—10:20 Deep dive interview with a market leader
Chris Hill, CEO, Hargreaves Lansdown
Holly interviews Chris on his first two years at Hargreaves Lansdown—what he has learnt, the challenges he has faced and changes he has made. In his view how do they see their future consumer base developing and changing?
10:20—10:40 Hear from 2 of the newest robos in the UK
Toby Triebel, CEO Europe, Wealthsimple
Nikolai Hack, COO, Exo Investing
This section will tackle questions on growth potential, customer acquisition, the X Factor, suitability and customer learnings.
10:40—11:10 Coffee break

Section Two: Talking to Consumers

11.10—11:25 Trust, storytelling and fake news – the life of a media business in 2018
Chris Duncan, MD, Times Newspapers
Chris will discuss the changing role of the media. How has he tackled the growth of fake news, reader trust and the revenue pressures on traditional models.
11:25—11:45 The new role of the media owner
Chris Duncan, MD, Times Newspapers
Tara Evans, Digital Consumer Editor, The Sun
Mark Atherton, Investment Money Editor, The Times
The News UK panel will discuss their relationship with readers and the issue of trust. What financial concerns do readers have and how do you keep 15 million people happy!?
11:45—12:10 The new role of data
Ben Hookway, CEO, Relative Insight
Ben will talk about new ways to understand audiences through their language and social listening.
12:10—12:40 Why do women think the investment industry sucks? And what can we do about it?
Lucy Mangan, Journalist, Stylist Magazine and The Guardian
Janine Menasakanian, Head of Distribution Strategy—Personal Investing, LGIM
Emilie Bellet, Founder, Vestpod
12:40— 13:40 Lunch

Section Three: Delivering Value and Relevance to Customers

13:40—14:15 What’s the formula to prove trust? A more academic view on creating the ‘secret sauce’
Herman Brodie, Founding Director of Prospecta Limited and author of The Trust Mandate: The behavioural science behind how asset managers REALLY win and keep clients
Herman discusses how trust is won – and what you can do to improve trust in your own business. In conjunction with Holly, he will dissect some industry communications and identify where trust starts to erode.
14:15—14:45 How can we assess and evaluate value for customers? Panel discussion
Richard Romer-Lee, Managing Director, Square Mile
Richard Butcher, Managing Director, PTL
John Porteous, Retail Customer Solutions Director, Quilter
14:45—15:10 Fireside chat: Trust is the battleground of the future
Simon Rogerson, CEO of Octopus Investments and founder of Octopus Group
Simon talks to Holly about why the financial services sector is broken, and why out-behaving and earning the trust of your customers is mission critical.






Section Four: Tackling the Tricky Questions

15:35—16:05 Showcase: Explaining Risk
Holly Mackay, CEO, Boring Money
Lucian Camp, Entire Workforce, Lucian Camp Consulting
Paul Davies, Consulting Behavioural Psychologist
Armed with data and insights from The Times, Holly, Lucian and Paul will discuss how ‘real people’ think about risk and how we can change the dialogue.
16:05—16:30 Panel discussion: Can we implement any of these learnings?
Magnus Wheatley, MD, Charles Stanley
Andrew Storey, Client Development Director, EValue
Sarah Ackland, Head of UK Funds, Architas
16:30—16:55 Designers’ corner—Making information engaging
Roger Cayless, Creative Director and Partner, LEAP Creative Agency
At the end of the day, sit back, relax and hear how financial advertising and communications is changing, how it needs to change and how brands are using new tactics to engage with consumers.
16:55—17:00 Closing thoughts: Holly Mackay

Networking drinks

Why should you attend?

This day is all about engaging and talking to our customers.

Along with sessions on content, storytelling and a look to the consumer trends of the future, this day aims to inspire and inform anyone who need to make better content for their customers.

We’ll hear from CEOs on their plans and strategy in this area – how are they rising to the challenge.

We have picked a few key questions for deeper analysis

  • Segmentation and talking to different audiences – we’ll look at the data and hear from journalists, bloggers and media outlets on how to cut through.
  • Value for money is on the radar and we’ll learn from those who have been through this challenge, along with feedback on what it means to consumers.
  • And we tackle the hardest of questions – risk. IN conjunction with The Times, we have researched customers and hand over the results to a psychologist, a wordsmith and a designer to see what they come up with.

Sessions will include:

  • How to evidence and assess value for money for customers
  • How to engage different audiences with a focus on affluent women
  • How to tackle the thorny topic of risk with a consumer audience
  • Senior industry interviews and insights
  • New consumer research - what do consumers make of our products and services?
  • Design and content ideas

What's been said about Boring Money conferences:

Good breadth of topics, bringing in experience and insight from outside the industry. Holly asked the questions we all wanted to hear and probed when she wasn't getting the answers!

Matt Palmer, Product Manager, Virgin Money 

I found Boring Money's conference an engaging debate on the current issues the industry faces in trying to engage its clients. Holly always leads with intelligence, eloquence and enthusiasm, and the speakers and venue were high quality.

Ian Gorham, former CEO, Hargreaves Lansdown

10/10. The panel discussions were fantastic and very informative. Engaging, empowering and eye opening. Incredibly relatable content!

With special thanks to our sponsors:

Media partners: