Weekly Webinars - Keep Calm And Carry On

To help the industry navigate these tricky times, Boring Money will be hosting a set of six weekly webinars, to address the big questions that we all want answers to right now.

Our webinars will help you answer questions such as:

  • What questions do people have about investments right now, as stock markets plummet?
  • Best practice in the world of online investing – what does good look like?
  • ESG – developing the right products for consumer demands.
  • Value Assessments – how fund managers can articulate and evidence value for a retail investor audience.

Register for the 6-week series
Attend the sessions most relevant to you

It's a brutal time for the markets right now. As much as we tell investors that stock market volatility is inevitable, it’s feels different for consumers who are looking at their own money. It’s scary.

Investors are being triggered by the current market volatility. For many, their retirement plans and life goals may have been drastically affected. Their investment strategies may have had to change. Equally, cash savers may be looking to buy into the discounted market. How can the industry respond to these opportunities?


    

Investor Voices

What are customers' main concerns? What are they planning? We shared new research from consumers which highlighted their questions & helped you adapt your comms strategy to deal with today’s uncertainty and reassure customers.

Who did this help?

  • Marketeers for investing & pensions
  • Industry content producers
  • Financial copy writers

Watch the replay:


  

Best practice

What exactly does a good customer journey look like? What is the current best practice for UX/UI? Utilising insights from our range of over 30 test accounts, Boring Money shared industry best practice and highlighted the user experience today.

Who did this help?

  • UX/UI experts
  • Those building new propositions
  • Marketing/Product teams

Watch the replay:


   

Customer segmentation

Understand key customer segments with insights from our Online Investing Report, and Data Portal. We'll look at how to understand the customer segments that need your services and how to use this data to help you revise your 2020 plans.

Who will this help?

  • Marketeers for investing & pensions
  • Product/proposition teams
  • Content producers

Who's speaking?

James Adams, Head of Research, Boring Money

When and where?

8 April 2020, 12:00 – 12:30

Webinar hosted on: WebinarNinja

Register for free

   

What do fund investors value?

With FCA’s requirements to measure & publish value assessments - what do end investors actually value? 

Our Customer Value Tracker has tracked this with 6,000+ retail fund investors over 18 months. Using Q1 2020 research we'll explain how the market meltdown affects what value looks like to investors.

Who will this help?

  • Fund managers
  • Value Assessment leads or sponsors
  • NEDs and iNEDs of asset managers

Who's speaking?

Holly Mackay, CEO & Founder, Boring Money

When and where?

15 April 2020, 12:00 – 12:30

Webinar hosted on: WebinarNinja

Register for free


   

Advice versus Guidance

This webinar will bring together industry experts to take questions on that most grey of areas – the fine line between guidance and advice.

We'll help you understand the evolving customer expectation and demand for advice, consider solutions for the Advice Gap, understand developments in digital advice, and decide how best to deliver investment services to the mass affluent.

Who will this help?

  • Financial advisors
  • Platforms
  • Wealth managers

Who's speaking?

Speakers TBC

When and where?

22 April 2020, 12:00 – 12:30

Webinar hosted on: WebinarNinja

Register for free


  

Is greenwashing a thing of the past?

How will the FCA’s new ESG rules and MiFID II amendments help stop greenwashing?

What are consumers looking for when searching for sustainable investments and how can you use the new regulation to help better articulate your ESG strategies with investors?

Who will this help?

  • Investment managers
  • Advisers
  • Intermediary Distribution teams
  • Intermediary channel marketeers

Who's speaking?

Janine Menasakanian, Director of Key Accounts, Boring Money

When and where?

29 April 2020, 12:00 – 12:30

Webinar hosted on: WebinarNinja

Register for free

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