who we are why join efma · any downloads necessary, efma now has a fully responsive website for...
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WHO WE ARE WHY JOIN EFMA
CHAIRMANSHIP
Develop new strategies to drive profitable growth in a new economic environment1Gain 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
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F
INANCE 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
E
XECUTIVES 2/3rds of our community are executives. We inform, connect, reward, and train people
SHAREA reliable network of contacts is the best answer to your ever-changing professional needs.
GET INSPIREDAccess a wide range of information and services to support the transformation of your business.
CONNECTMeet senior decision-makers with similar levels of responsibility to collaborate and share views on reinventing your business.
John BerryCEO at Efma
Yolande PiazzaCEO Citi FinTech at Citi & Chairwomanat Efma
... and many more on www.efma.com/members
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
Innovation in Banking portalwww.efma.com/innovations
Innovation in Insurance portal www.efma.com/innovationininsurance
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 needs2
INNOVATEBENCHMARK
LEARNFIND
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 www.fintechvisor.com
FinTech portal
Top 5 submitting institutions since creation
Efma articles: Stay informed on the latest initiatives and trends in the retail financial services industry www.efma.com/articlesSpeaker 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
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INNOVATEBENCHMARK
LEARNFIND 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
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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 www.efma.com/councils
Find out more on www.efma.com/clubs
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 Efma5
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 RECOGNIZEDLEARNEXCHANGECONNECT
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 AwardsThe Awards Ceremonies are invitation-only events
Gain recognition for your best practices and interact with fellow innovators3
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. efma.com/conferences
Get inspired by leading speakers and connect with senior executives from around the world at Efma’s international conferences4
2%
FINTECH &PROVIDERS
Discover new horizons and get behind the scenes during Efma learning expeditions6
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) www.efma.com/premiumpass
Register your whole team with ePass discounts www.efma.com/epass Attend free of charge any local meetings in emerging markets
1GET RECOGNIZEDLEARNEXCHANGECONNECT 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 www.efma.com/eas
Additional benefits released every year!2 Efma 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 newhorizons in various regions around the world (learningexpeditions 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 inspirationyou need and help create lasting ties with your peerswww.efma.com/learningexpeditions
Check out the photo gallery from the learning expeditionsv toStockholm, Cape Town, New York and Londonwww.flickr.com/photos/efmaevents
Time is key! Update your topics and email preferences on www.efma.com/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!2Efma is social FOLLOW
US
EfmaChannel
Efma Flickr
@Efma_news
KEEP UP TO DATE
EASILY
Efma LinkedIn
Senior Managing DirectorAccenture Distribution & Marketing Services Italy
Piercarlo Gera
David Chong
EVP, Strategy GroupCommunity Financial Services
Maybank Berhad
Malaysia
Axel Reinaud
Senior Partner & Managing
DirectorBCG
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
2020Efma AROUND THE
WORLDAs 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 OFFICEBelgium, Luxembourg, NetherlandsPhilippe Van Fraechem [email protected]
LONDON OFFICEUK, IrelandJohn Berry [email protected]
MONTREAL OFFICENorth AmericaEric Morin [email protected]
ANDORRA OFFICEIberia, Africa & LatAmSilvia Cunill [email protected]
PARIS OFFICEFrancePatrick Desmarès [email protected]
MILAN OFFICEItaly, SwitzerlandCarlo Giugovaz [email protected]
WARSAW OFFICEPolandUrszula Wysocka [email protected]
ISTANBUL OFFICETurkeyEylem Özen Bastürk [email protected] SYDNEY OFFICE
Australia, New ZealandGeorge Beatty [email protected]
SINGAPORE OFFICEChina, Asia PacificLincoln Teo [email protected]
TOKYO OFFICEJapan, South KeroaTsukasa Makino [email protected]
DUBAI OFFICEMiddle EastFahim un Zaman [email protected]
BEIRUT OFFICELebanonRaheel Vakeel [email protected]
STOCKHOLM OFFICEBaltics, Nordics,Lukáš Dzuroška [email protected]
MOSCOW OFFICERussia, Belarus, Kazakhstan, ArmeniaGeorge Donchenko [email protected]
BRATISLAVA OFFICECEE, Russia, Germany, Israel, GeorgiaLubomir Olach [email protected]
To get in touch, contact [email protected]
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 www.efma.com.
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 [email protected] l www.efma.com NIF/TVA: FR 41 784 856 239 l N° SIREN: 784 856 239 l Code APE: 6619B