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What we do Networking Networking Media Media Research Research Advice Advice

Overview of the Financial Services Club

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For more information, go to our website www.fsclub.net and blog www.thefinanser.com

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Page 1: Overview of the Financial Services Club

What we do

NetworkingNetworking MediaMedia

ResearchResearch AdviceAdvice

Page 2: Overview of the Financial Services Club

Main events

One-off events

• 30 to 40 attendees• London, Edinburgh, Dublin, Vienna, Warsaw,

Stockholm, Oslo, New York• 8 meetings per year per Chapter• 24 meetings per year plus 4 quarterly dinners for the

London Chapter• 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 ourmain events, but with an audience targeted to asponsor’s needs

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

• Sponsor has sole branding for the event and can vetoattendance

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

Financial Services Club

Private events• 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

Page 3: Overview of the Financial Services Club

Reach

White papers

• 12,000 people see the Financial Services Clubevery 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 Clubregularly produce whitepapers and opinionpieces to order

• Papers can addresstopical issues, researchrelated topics, marketoverviews or thoughtleadership

Media

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

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

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

Page 4: Overview of the Financial Services Club

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 investigateany market segment or area of interest to acompany

• Our mainstream engagements includeidentifying key technology trends forfinancial institutions and key financialmarket trends for technology firms

Research

Page 5: Overview of the Financial Services Club

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 technologicalchanges over the next ten years

- Specifically for retail, commercial andinvestment banks and paymentsinstitutions

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

value propositions, marketpresentations

Market & Business Development• Identifying

- Who- What- Where- When- Howfor your business / service

Page 6: Overview of the Financial Services Club

Joining the ClubMeetings

• Established in London in2004

• Meetings in London,Edinburgh, Dublin, Viennafor CEE South, Warsaw forCEE North, Stockholm forNordics and New York forthe USA

• Networking, debates andspeakers you don't usuallymeet elsewhere

• 3 meetings a month in London plus one Quarterly Dinner• At least one meeting per quarter in every City

Page 7: Overview of the Financial Services Club

Chapters

USA(New York)

England(London)

Scotland(Edinburgh)

Ireland(Dublin)

CEE North(Warsaw)

CEE South(Vienna)

Nordics(Oslo / Stockholm)

Page 8: Overview of the Financial Services Club

Recent Speakers

Angela Knight, former Chief Executiveof the British Bankers’ Association

Andrew Tyrie, Chairman of theTreasury Select Committee

Peter Ayliffe, Chief Executiveof Visa Europe

Willem Buiter, ChiefEconomist for Citigroup

Vernon Hill, Vice Chairman,Metro Bank (UK)

Sir Win Bischoff, Chairman,Lloyds Banking Group

Page 9: Overview of the Financial Services Club

Specialist Groups

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

Page 10: Overview of the Financial Services Club

Sponsors

Page 11: Overview of the Financial Services Club

Members

Page 12: Overview of the Financial Services Club

Members

Page 13: Overview of the Financial Services Club