More detailed version

1. Established 2004
Networking, debates and
speakers you don't usually
meet elsewhere
Chatham House Rule

2. What we do
Networking Media
Research Advice

3. Networking
Main 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
Roundtables One-off events
• One-off or regular roundtables • One-off meetings that run in a similar way to
• Usually 8 to 10 attendees our main events, but with an audience
• C-level and direct reports targeted to a sponsor’s needs
• Audience selected according to sponsor’s brief • We tailor the meeting to the sponsor’s
• Can be run as a marketing event, go-to-market message and identify suitable speakers
testing or strategic briefing • Sponsor has sole branding for the event and
• Location is usually private dining at Michelin- can veto attendance
star restaurants • Target of 30 to 40 attendees
• All logistics and arrangements managed by the • All logistics and arrangements managed by
Financial Services Club the Financial Services Club

4. Media
Reach
• 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
Speaking White papers
“Just a quick note to say thanks again for a truly terrific presentation at our • The Financial Services Club
SAP Banking Summit event here in The Hague.” Don Trotta, Global Head of
Financial Services Industry Solutions, SAP regularly produce white
papers and opinion
“It’s not easy to moderate a 90 minute discussion on Risk and follow it up pieces to order
with one on Regulation. As for your presentation...well...that was a REAL
• Papers can address
eye-opener.” Bradley Lonnen, Vice President, Market
Management, Deutsche Bank AG topical issues, research
related topics, market
“Thank you very much for being our keynote lunchtime speaker. I thought overviews or thought
you successfully provoked the audience into thinking carefully about the
state of their banking relationships.” Colin Tyler, Chief Executive, the
leadership
Association of Corporate Treasurers [Click for more]

5. Research
Primary Research Secondary Research
• We produce regular surveys on payments and • The Financial Services Club can investigate
payment infrastructures any market segment or area of interest to a
• Average 350 participants in our quantitative company
research programs • Our mainstream engagements include
identifying key technology trends for
financial institutions and key financial
market trends for technology firms

6. Advice
Workshops and education Market & Business Development
• Standard • Identifying
- Financial Services market overview - Who
- Regulatory landscape - What
- Future of banking - Where
- Technology disruptions - When
• Tailored - How
- Interactive brainstorming for your business / service
- 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

7. Members

8. Members

9. Sponsors

10. Recent Speakers
Brett King, Author, Bank 2.0 and Willem Buiter, Chief Vernon Hill, Vice Chairman,
Founder, Movenbank Economist for Citigroup Metro Bank (UK)
Andrew Tyrie, Chairman of the Peter Ayliffe, Chief Executive Sir Win Bischoff, Chairman,
Treasury Select Committee of Visa Europe Lloyds Banking Group

12. 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

13. Future meetings
15th January 2013 27th February 2013
An update on EU financial services Putting the customer’s interests first
legislation and associated initiatives Antony Elliot, CEO, Fairbanking
Dr. David Doyle, EU Policy Advisor on
Financial Markets 6th March 2013
Banking beyond 2020
28th January 2013 Neil Jacobsohn, Senior
Bricks to Bridges: Make Your Strategy Partner, FutureWorld International
Come Alive
Robin Speculand March 2013 – exact date TBC
Dinner: “Finding bank’s moral
11th February 2013 compass”
Creating the most innovative bank in Lord Stephen Green, Minister of State
the world for Trade and Investment; former CEO
Matthias Kröner, CEO, FIDOR Bank and Group Chairman of HSBC

14. Future meetings
12th March 2013 19th March 2013
"Is SEPA happening and does it matter?” "Social media and banking: risk’s
A panel discussion with: friend or foe?"
• Jerome Traisnel, Slimpay Andrew Walker, Chief Innovation
• Ruth Wandhofer, Head of Market Officer, Tweetminster
Policy and Strategy, EMEA, Global
Transaction Services, Citi 24th April 2013
• Simon Bailey, Director, Logica “How technology has transformed
• Vanessa Manning, Head of EMEA credit from past time to real-time”
Payment Solutions, Transaction Errol Damelin, CEO, Wonga
Services, International Banking, the
Royal Bank of Scotland

15. 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