Established 2004

Networking, debates and speakers you don't usually

meet elsewhere

Chatham House Rule

What we do

Networking Media

Research Advice

Financial Services Club Meetings

Sponsored Events

Breakfast, Lunch and Dinner Roundtables

Daily Newsletter

Daily Blog

Social MediaWhite Papers

Primary Research

Secondary Research

Quantitative and QualitativeStrategic Planning

Workshops

Market and Business Development

Speaking

Main events

One-off events

• 30 to 40 attendees• London, Edinburgh, Dublin, Vienna, Warsaw• Quarterly dinners (London)• 60 events per year• Relationship building and networking• Great speakers including the Chairman of

Lloyds Banking Group, CEO of Visa Europe, CEO of First Direct, CEO of Wonga and individuals like JP Rangaswami, Andrew Tyrie, Vince Cable and Brett King

• One-off meetings that run in a similar way to our main events, but with an audience targeted to a sponsor’s needs

• We tailor the meeting to the sponsor’s message and identify suitable speakers

• Sponsor has sole branding for the event and can veto attendance

• Target of 30 to 40 attendees• All logistics and arrangements managed by

the Financial Services Club

Roundtables• One-off or regular roundtables• Usually 8 to 10 attendees• C-level and direct reports• Audience selected according to sponsor’s brief• Can be run as a marketing event, go-to-market

testing or strategic briefing• Location is usually private dining at Michelin-star

restaurants• All logistics and arrangements managed by the

Financial Services Club

Networking

Reach

White papers

• 12,000 people see the Financial Services Club every day between our various media

• All social media in use: Facebook, Twitter, LinkedIn, alongside blogging and email

• More than 5,000 people get our daily news• The Finanser blog has an average 1,200 page

views per day• Over 100,000 people are on our database• Regular appearances on BBC, Sky News and

Bloomberg

• The Financial Services Club regularly produce white papers and opinion pieces to order

• Papers can address topical issues, research related topics, market overviews or thought leadership

Media

Speaking“Just a quick note to say thanks again for a truly terrific presentation at our SAP Banking Summit event here in The Hague.” Don Trotta, Global Head of Financial Services Industry Solutions, SAP

“It’s not easy to moderate a 90 minute discussion on Risk and follow it up with one on Regulation. As for your presentation...well...that was a REAL eye-opener.” Bradley Lonnen, Vice President, Market Management, Deutsche Bank AG

“Thank you very much for being our keynote lunchtime speaker. I thought you successfully provoked the audience into thinking carefully about the state of their banking relationships.” Colin Tyler, Chief Executive, the Association of Corporate Treasurers [Click for more]

Primary Research Secondary Research• We produce regular surveys on payments and

payment infrastructures• Average 350 participants in our quantitative

research programs

• The Financial Services Club can investigate any market segment or area of interest to a company

• Our mainstream engagements include identifying key technology trends for financial institutions and key financial market trends for technology firms

Research

Advice

Workshops and education• Standard- Financial Services market overview- Regulatory landscape- Future of banking- Technology disruptions

• Tailored- Interactive brainstorming- Facilitated discussions

Strategic planning• Financial Services Institutions- Identifying the future political,

economic, social and technological changes over the next ten years

- Specifically for retail, commercial and investment banks and payments institutions

• Technology Firms- Market sizing, go-to-market planning,

value propositions, market presentations

Market & Business Development• Identifying- Who- What- Where- When- Howfor your business / service

Members

Members

Sponsors

Recent Speakers

Brett King, Author, Bank 2.0 and Founder, Movenbank

Andrew Tyrie, Chairman of theTreasury Select Committee

Peter Ayliffe, Chief Executiveof Visa Europe

Willem Buiter, Chief Economist for Citigroup

Vernon Hill, Vice Chairman, Metro Bank (UK)

Sir Win Bischoff, Chairman, Lloyds Banking Group

CAS-WG

The Clearing & Settlement Working Group (CAS-WG)• A WORKING GROUP• Interpretation of Regulatory Change on Clearing & Settlement

Infrastructures the City (and EU/Global)• Liaison with Regulatory Authorities• Technical infrastructure focus• The MiFID Forum

Future meetings

15th January 2013An update on EU financial services legislation and associated initiativesDr. David Doyle, EU Policy Advisor on Financial Markets 28th January 2013Bricks to Bridges: Make Your Strategy Come AliveRobin Speculand 11th February 2013Creating the most innovative bank in the worldMatthias Kröner, CEO, FIDOR Bank

27th February 2013Putting the customer’s interests firstAntony Elliot, CEO, Fairbanking 6th March 2013Banking beyond 2020Neil Jacobsohn, Senior Partner, FutureWorld International March 2013 – exact date TBCDinner: “Finding bank’s moral compass”Lord Stephen Green, Minister of State for Trade and Investment; former CEO and Group Chairman of HSBC

Future meetings

12th March 2013"Is SEPA happening and does it matter?”A panel discussion with:• Jerome Traisnel, Slimpay• Ruth Wandhofer, Head of Market

Policy and Strategy, EMEA, Global Transaction Services, Citi

• Simon Bailey, Director, Logica• Vanessa Manning, Head of EMEA

Payment Solutions, Transaction Services, International Banking, the Royal Bank of Scotland

19th March 2013"Social media and banking: risk’s friend or foe?"Andrew Walker, Chief Innovation Officer, Tweetminster 24th April 2013 “How technology has transformed credit from past time to real-time”Errol Damelin, CEO, Wonga

Future meetings

9th April 2013 Dinner: “The future for Europe and the Euro: whither Europe?”Professor Grzegorz Kolodko, former Deputy Prime Minister, Poland

17th April 2013 Launch of the Financial Services Club Poland