efma deliverables list 2017members / unlimited online / around 20 a year ... mckinsey, at kearney,...
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deliverables list 2017
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deliverables list 2017
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Efma service Item
Coverage Availability/ access/ form/
quantity Additional information
Non-membership
pricing
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1 - Efma studies & reports
Exclusive for Efma members / unlimited online / around 20 a year
• In-depth studies on the latest industry opinions and trends to reflect international practices and views
• Conducted in collaboration with associate members© Web: www.efma.com/reports
Not accessible
2 - Distribution & Marketing Innovation portal
Exclusive for Efma members / unlimited online access
• A portal which enables banks to access a cutting-edge collection of innovative ideas and to participate in the Global Awards Ceremony
• 1906+ innovations; 532 institutions in 88 countries already posted on the portal
Web: www.efma.com/innovations
Not accessible
3 - Fintech portal Exclusive for Efma members / unlimited online access
• Launched in April 2016, featuring 1000+ Fintech solutions designed for bankers
• IT sourcing services and visibility for members when endorsing Web: www.efma.com/fintech
Not accessible
4 - Innovation in Insurance portal
Exclusive for Efma members / unlimited online access
• Launched in February 2016 • More than 240 case studies about innovation in insurance; 165
institutions in 13 countries Web: www.efma.com/innovationininsurance
Not accessible
5 - Efma Points of View (POV)
Exclusive for Efma members / unlimited online access
• Synthesis papers on hot topics supporting members in their reflections in the area of retail financial services: marketing banking services, products & services, distribution circuits, multi-channel banking, online financial services, customer relationship management, etc.
Web: www.efma.com/pov
Not accessible
6 - Efma Digest reports
Exclusive for Efma members / unlimited online access
• Valuable and straight-to-the-point content summarising key findings from multiple resources on a specific topic
• Access to the right information at the right time Web: www.efma.com/reports
Not accessible
7 - Monthly eNewsletter
Exclusive for Efma members / delivered monthly
Efma members receive a monthly e-newsletter to keep abreast of the latest Efma initiatives and latest trends in the retail financial services industry
Not accessible
© Top international consultancies and research organisations (BCG, McKinsey, AT Kearney, Roland Berger, Kurt Salomon, Capgemini...)
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8 - International conferences
Available to public for a regular fee; members receive a 33% discount
• Each year, 10 thought-provoking international conferences are organised to share and discuss best practices with speakers from all over the world
Web: www.efma.com/conferences
€2,400 per participant/ conference day; Members save €800 – €1,600 per conference participant;
9 - Local meetings Free to public • Usually a half/one day presentation and discussion of key findings
from published Efma reports Web: www.efma.com/localmeetings
Accessible
10 - Efma clubs Exclusive by invitation only / 2 club meetings per year
• A high senior executive roundtable that discusses hot issues in retail banking at a domestic level
• Hosted by a club member in major European cities Web: www.efma.com/clubs
Accessible
11 - Efma councils
Free and exclusive to Efma members / 3 meetings a year/ 6 councils on different topics
• Councils are exclusive groups of Efma members that meet to benchmark themselves against their peers, share best practices, co-create the future of banking and collaborate in a constructive spirit
• Meetings are held in various European cities and hosted by different member institutions
• Members can nominate 2 representatives per council Web: www.efma.com/councils
Not accessible
12 - Webinars
Free to public / video recording & slide presentation available for members only
• An hour online session focusing on presenting key findings from recently published studies or research
Web: www.efma.com/webinars Accessible
13 - Steering committees
Exclusive by invitation only / series of 3 online 1 hour sessions a year
• Senior executive group of 10 high level senior FS professionals • Main aim is to connect banking industry thought leaders and
engage them to gain the insights on the proposed topic • All the gathered inputs will be used to produce a joint white paper,
which will be distributed to all the steering committee members before official launch
Contact: [email protected]
Accessible
14 - Premium Passes
€2,650 until 28 February 2017; Regular Premium Pass €3,000 after 1st March 2017
• Free access to all Efma conferences during one year • Exclusive advantages and VIP privileged access to valuable
Efma conference content and presentations • Post video recording of 2 flagship events (CCX Forum - previous
Distribution Summit and Congress) Web: www.efma.com/premiumpass
Not accessible
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15 - Learning expeditions
Available to public for a regular fee; members receive a 33% discount
• A different, unique, added value, 3-4 day event directly in the premises of the most innovative banks; designed to be highly practical
Web: www.efma.com/learningexpeditions
€3,300 per participant; members save €1,100 per event participant
16 - Member-to-member visits
Exclusive for Efma members / limited on number of visits ©
• On-site, member knowledge sharing opportunities to gain best practices on mutual topics of interest Not accessible
17 - Information centre
Exclusive for Efma members / on special request
• Additional research on a specific topic carried out by an Efma research specialist on a request basis Not accessible
18 - In-house brainstorming sessions
Exclusive for Efma members (for Asia & UK only)
• Meetings at the Efma member premises that focus on presenting key findings of selected studies Not accessible
19 - Regional reports Exclusive for Efma members / unlimited online
• Additional research on a specific region (Retail Banking Africa, Retail Banking Asia, Retail Banking ME, Retail Banking in CEE) Not accessible
20 - Executive Advisory Programmes (to be launched soon)
Available to public for a regular fee; members receive a 33% discount
• A programme to help members to collate, benchmark and to advise on specific areas of interest.
• A half/one day workshop
Accessible
21 - Customised referral visits
Exclusive for Efma members / on special request
• A different, unique, added value, 3-4 day event directly in the premises of the most innovative banks; designed to be highly practical Not accessible
© Number of yearly sessions/ visits prepared is subject to the level of the membership