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

2. What we do
Networking Media
Research Advice

3. 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

4. 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]

5. 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

6. 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
- How
for your business / service

7. Members

8. Members

9. Sponsors

10. Recent Speakers
Brett King, Author, Bank 2.0 and
Founder, Movenbank
Andrew Tyrie, Chairman of the
Treasury Select Committee
Peter Ayliffe, Chief Executive
of Visa Europe
Willem Buiter, Chief
Economist for Citigroup
Vernon Hill, Vice Chairman,
Metro Bank (UK)
Sir Win Bischoff, Chairman,
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. Demographics
4 000 senior level members in five groups today
88%
4%
1%
7%
44%
33%
17%
6%
Banks
Vendors
Consulatncies
Journalsits
England
Rest of Europe
Now in England, Scotland, Ireland, Austria and Poland. Plans for Norway, Sweden and USA in Q4 2013