Efma-Microsoft Banking Advisory Council
The Efma Banking Advisory Council was formed in 2005. Its membership consists of an exclusive group of Senior Executives from leading retail banking institutions across Europe. For the fourth year a series of meetings of the Council is organised by Efma in partnership with Microsoft.
Its aim and objective is to create a blueprint for the future of financial services delivery. The focus is on distribution issues but we tend to discuss all aspects of retail banking strategy and delivery.
The Advisory Council meets 4 times a year to discuss the following issues and outline architectures that respond to the strategic approaches identified during those meetings. The findings of this 3rd series of meetings was presented at the Efma Congress 2008.
2008 : Creating the Smarter Knowledge Bank (for Efma Members only)
Focus for the next round of meetings 2008-2009
Members of the Council will come together with the goal of establishing a framework for :
Innovation in multi-channel management - Transforming the customer experience
Issues to be covered by this fourth series of meetings will include:
- Getting the optimum mix and organisation of channels;
- Introducing innovative new approaches to multi-channel management;
- Making the buying process for customers easier through each channe;
- Getting the best use of technology to support the sales and buying process;
- Maximising the sales opportunities from Web2.0 and online banking;
- People support – developing high performance staff;
- New technology that will support staff and help to improve people performance;
- Organisation and Management of the Sales Process;
- Specific steps to improve the non branch buying experience;
- Multi-channel interconnectivity developments;
- Learning from other industries.
Mark your calendar
Please find below all dates of our fourth series of meetings 2008-2009 :
- 12 November in Lisbon
- 21 January 2009 in Paris
- 29 April 2009 in London
- 17 June 2009 in Vienna
- 28 October 2009 in Paris
The roundtable discussion session generally begins around 10:00am and concludes at 5.00pm
To find out more, or to confirm that you will participate in our next meeting, please send an email to Jezabel@efma.com
