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EFMA Member Brochure

EFMA Member Brochure

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EFMA Member Brochure

  1. 1. WHO WE ARE WHY JOIN EFMA CHAIRMANSHIP Develop new strategies to drive profitable growth in a new economic environment1 Gain a clear understanding of key issues in the following areas: Wallets & payments m-banking PFM/BFM Insurance New business models Customer claims & support Distribution Distribution channels Digital Physical Omnichannel Marketing & Sales Offer & pricing Segmentation Communication Segments SME Affluent & Private Strategy Innovation Operational excellence Fintech Customer Retention Acquisition Cross-selling 2 FINANCE Retail banks, insurance firms and Fintechs collaborate and co-create the vision of the future of financial services ASSOCIATION non-profit association of institutions leading innovation in FS. We are YOUR professional association MANAGEMENT Business, Marketing, Processes, Transformation, Innovation, Payment, Distribution, Insurance EXECUTIVES 2/3rds of our community are executives. We inform, connect, reward, and train people SHARE A reliable network of contacts is the best answer to your ever- changing professional needs. GET INSPIRED Access a wide range of information and services to support the transformation of your business. CONNECT Meet senior decision- makers with similar levels of responsibility to collaborate and share views on reinventing your business. John Berry CEO at Efma Yolande Piazza CEO Citi FinTech at Citi & Chairwoman at Efma ... and many more on Created in 1971 by banks and insurers for their peers as an exclusive community, Efma is a non-profit organization. It brings together thousands of retail banks, insurance companies and other financial institutions from over 130 countries worldwide. OUR MEMBERS
  2. 2. Innovation in Banking portal Innovation in Insurance portal Explore the innovation libraries Get inspired Submit your innovation Benchmark against peers Get recognized Access a cutting-edge collection of thousands of worldwide innovations, best practices and case studies1 Innovation in Banking portal Innovation in Insurance portal GET INSPIRED AND STAY AHEAD OF THE CURVE Find the best solutions to suit your needs 2 INNOVATE BENCHMARK LEARN FIND The future is collaborative… build it with Efma! We have a dream to co-create a global ecosystem, where the value proposition lies in mutual collaboration between financial institutions and start-ups. Launched on May 17 2018 at the CCX Forum, innovative start-ups (FinTechs, InsurTechs, RegTechs...) are already building the foundations of this virtual marketplace by sharing their solutions every day. Enter a virtual marketplace of ground-breaking start-ups worldwide Discover cutting-edge trends in FinTech, InsurTech, RegTech… Get involved and let us help find your perfect partner FinTech portal Top 5 submitting institutions since creation
  3. 3. Efma articles: Stay informed on the latest initiatives and trends in the retail financial services industry Speaker presentations and videos: Learn from the world’s leading experts directly from your office, by accessing their presentations at our events. Analyze your innovations via our portals, benchmark your institution and compare your innovative strategies and capabilities with your peers via our various types of content including reports, regional reviews, champion series, innovation libraries and much more... Access up-to-date financial services news and insights from around the world Benchmark your institution With around 20 reports written each year in collaboration with leading consulting companies and IT partners (Associate members) and our Industry content hub, keep up-to-date on the latest market trends and winning strategies developed on other continents. Download our reports or watch the associated webinar to learn from the comfort of your office. Efma also offers exclusive content to its members that can be used as a unique resource for business transformation. These include regional reviews, point of view, digests, and - new in 2019 - exclusive webinar series, white papers, voice of the member and champion series. This new exclusive content brings together a wide range of insights, opinions and case studies to illustrate today’s challenges in the industry. Increase your market knowledge 3 5 4 INNOVATE BENCHMARK LEARN FIND CONNECT WITH SENIOR DECISION-MAKERS TO REINVENT YOUR BUSINESS Don’t let others build it for you! Be part of a unique network of senior bankers and insurers to work together. This unique benchmarking opportunity on a specific topic in a small group is exclusively reserved for Efma members and is free of charge. In order to increase the intensity and frequency of peer exchanges at domestic level, Efma is organizing exclusive Retail Banking Decision- Makers Clubs in each major European country. Club membership is strictly personal and reserved for C-levels from Efma member institutions. Build the future of your business with your peers at Efma councils Discuss with your C-level peers in a relaxed environment 1 2 Check out the 8 topics for the councils and decide which one fits your needs: Affluent and Private Banking Digital Channels FinTech and Innovation Insurance Operational Excellence Physical Channels SME Banking Innovative Payments (Launch in Nov 2019) Find out more on Find out more on
  4. 4. Hold in-depth discussions on specific business challenges you face with a speaker, delegate, field expert or a member of your choice: via networking meetings with speakers or delegates at Efma events via expert meetings with recognized industry specialists at Efma events via onsite visits at member institutions with Efma’s advice and introduction Build a network of valuable contacts during meetings facilitated by Efma 5 Innovation Summit COUNTRIES OF SPEAKERS PARTICIPANTS IN 2019 3% 64% 12% 7% 12% SPEAKERS PARTICIPANTS’ COMPANY TYPES IN 2019 66% FINANCIAL INSTITUTIONS 18% 10% RESEARCH COMPANIES 6% OTHER GET RECOGNIZED LEARN EXCHANGE CONNECT Efma CongressBanking Innovation Awards Ceremony Raise the profile of your team and put your innovative project in the spotlight at annual contests and awards ceremonies organized by Efma and an associate member: Winners revealed at Insurance Innovation Awards online ceremony on 17 June 2020 Winners revealed at Financial NewTech Challenge online ceremony on 28 May 2020 More information coming soon for the Customer Insight and Growth Banking Innovation Awards The Awards Ceremonies are invitation-only events Gain recognition for your best practices and interact with fellow innovators 3 Efma is the association of choice for more than 3,300 retail financial services companies in 130 countries. Our events are designed to offer a trusted environment empowering 2250+ industry executives to learn and connect through sought-after case studies, workshops, deep-dive sessions and online meetings. Get inspired by leading speakers and connect with senior executives from around the world at Efma’s international conferences 4 2% FINTECH PROVIDERS
  5. 5. Discover new horizons and get behind the scenes during Efma learning expeditions 6 Get 33% OFF the basic fee for any Efma events (conferences, LE etc.) Enjoy free access to conferences and their content with Premium Pass (reserved for members) Register your whole team with ePass discounts Attend free of charge any local meetings in emerging markets 1GET RECOGNIZED LEARN EXCHANGE CONNECT In addition to exclusive information, wide-ranging resources and great networking opportunities, the Efma community offers its members much more! New Advisory Services - Efma academy: 1 or 2 days of interactive training at your premises - Executive briefings: presentations of specific topics with in-depth case studies - Private learning expeditions in destinations and/or institutions of your choice Additional benefits released every year! 2Efma is thinking of its members and we will not only keep membership fees at existing levels, but also offer you many extra services and much more exclusive content through NEW initiatives: New high-quality content and services - Exclusive content written together with the new Editorial Committee: Webinar series, white papers, voice of the members and champion series - Industry content hub covering the latest market trends by Efma’s Associate members - Banking, Insurance FinTech portals: Additional features added to the 3 platforms dedicated to showcasing, benchmarking and awarding the most cutting-edge projects in financial services BE PART OF AN INSPIRING ENGAGED COMMUNITY This unique in-depth immersive experience opens up new horizons in various regions around the world (learning expeditions in New York, Toronto, Cape Town, San Francisco, London, Dubai Abu Dhabi, Israel, Poland etc.). You will learn from: Leading banks Cutting-edge tech labs Academic research institutions Fintech and major high tech companies The Efma learning expeditions (LE) give you the inspiration you need and help create lasting ties with your peers Check out the photo gallery from the learning expeditionsv to Stockholm, Cape Town, New York and London
  6. 6. Time is key! Update your topics and email preferences on subscribe and choose to receive the latest news in the financial services industry on the topics that interest you most! You can also opt for alerts to receive a notice when any new content or event is available, so that you can always be up-to-date! Efma keeps you informed 1 Constantly adapting to your needs and facilitating your access without any downloads necessary, Efma now has a fully responsive website for all your devices, where you can find everything you need: get the latest retail banking industry news and case studies in financial services, discover the upcoming Efma events and much more! Efma at your fingertips! 2 Efma is social FOLLOW US EfmaChannel Efma Flickr @Efma_news KEEP UP TO DATE EASILY Efma LinkedIn Senior Managing Director Accenture Distribution Marketing Services Italy Piercarlo Gera David Chong EVP, Strategy GroupCommunity Financial Services Maybank Berhad Malaysia Axel Reinaud Senior Partner Managing Director BCG France The benefit of Efma as a global network is to help detect key initiatives and industry trends from around the world. In a more open and competitive world, it is very valuable for banks and insurance companies to join the Efma banking and insurance community where one can share best practices in innovations and build the future of the financial services industry Efma offers great forums to banks where they can share on leading edge models and how to roll them out. It is a unique place for banks to shape their vision of their future. Since signing up as a member of Efma few years ago, Maybank Group is satisfied with the services that we have gotten from Efma. Specifically: The quality of researches and materials published by Efma, which add value to our benchmarking and industry tracking purposes. The proactiveness by Efma in conducting regular briefings on industry development and best practices. Unrestricted access to Efma knowledge database. Value for money as compared to other similar services. Javier San Félix Head of Retail Business Banking, Deputy CEO Santander UK
  7. 7. 2020Efma AROUND THE WORLD As an Efma member, you have a dedicated Relationship Manager, who will respond to your specific needs. Percentage of members per region out of the total number of Efma members around the world: America: 6% MEA: 12% APAC: 15% Europe: 67% BRUSSELS OFFICE Belgium, Luxembourg, Netherlands Philippe Van Fraechem LONDON OFFICE UK, Ireland John Berry MONTREAL OFFICE North America Eric Morin ANDORRA OFFICE Iberia, Africa LatAm Silvia Cunill MILAN OFFICE Italy, Switzerland Carlo Giugovaz WARSAW OFFICE Poland Urszula Wysocka ISTANBUL OFFICE Turkey Eylem Özen Bastürk SYDNEY OFFICE Australia, New Zealand George Beatty SINGAPORE OFFICE China, Asia Pacific Lincoln Teo JAPAN OFFICE Japan, South Keroa Tsukasa Makino DUBAI OFFICE Middle East Fahim un Zaman LEBANON OFFICE Lebanon Raheel Vakeel STOCKHOLM OFFICE Baltics, Nordics, Lukáš Dzuroška MOSCOW OFFICE Russia, Belarus, Kazakhstan, Armenia George Donchenko george.donchenko@ BRATISLAVA OFFICE CEE, Russia, Germany, Israel, Georgia Lubomir Olach To get in touch, contact
  8. 8. A global non-profit organisation, established in 1971 by banks and insurance companies, Efma facilitates networking between decision-makers. It provides quality insights to help banks and insurance companies make the right decisions to foster innovation and drive their transformation. Over 3,300 brands in 130 countries are Efma members. Headquarters in Paris. Offices in London, Brussels, Andorra, Stockholm, Bratislava, Dubai, Milan, Montreal, Istanbul, Beijing, Tokyo and Singapore. Learn more Efma l 10 Blvd Haussmann l 75009 Paris l France Tel: +33 1 47 42 52 72 l Fax: +33 1 47 42 56 76 l NIF/TVA: FR 41 784 856 239 l N° SIREN: 784 856 239 l Code APE: 6619B

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EFMA Member Brochure


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