Sales and Marketing Summit

17 to 18 November 2016

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Improving the customer experience, optimising sales process and developing strong onmnichannel and digital marketing strategies are expected to remain top priorities for retail financial institutions worldwide in 2016. Just like the 2015 summit, Efma’s 2016 Sales & Marketing Summit provides an ideal platform for organisations to discuss how they can achieve these aims and prepare for core sales and marketing challenges and opportunities with key industry players.

Sessions will also focus on helping banks to identify the tools they need to gain an increased understanding of their customers’ needs and expectations. For example, delegates will be able to evaluate how they can use technologies, such as big data, predictive analytics and customer relationship management systems, to target customers at the most opportune moment and boost cross- and up-sell opportunities.

Improving the sales via digital channels will also be a hot topic at the Sales & Marketing Summit. As customer expectations change and non-traditional players enter retail banking market, it’s becoming more important than ever for banks to promote their brand and services consistently across multiple channels, particularly digital. The conference will look at how banks can develop non-financial products and services and create more competitive pricing structures.

Social media has also become a key focus for many banks looking to connect with customers and market their brand in new ways, therefore the conference will explore how they can exploit sites such as Facebook and Twitter to their full potential.

Speakers and attendees will have the opportunity to discuss how to optimise sales processes and reporting across all channels, while ensuring regulatory compliance.

The Summit will address the following themes in parallel conferences:
Customer experience
Customer knowledge
Marketing campaigns
Offer & Pricing
Sales optimisation

Outstanding Women in Finance within the Sales and Marketing Summit 2016

This is a brand new initiative at Efma to promote women within the financial industry. Meant to create the perfect environment for sharing and exchanging experiences on how women make it to the top in FSI, this is an exclusive event that will stimulate meaningful debates on the actions that institutions take to attract and retain women internally.

5 women leaders will take the floor to share achievements within their field of expertise: 5 amazing stories that will create a unique evening of inspiration!
Confirmations so far include:
- Meital Raviv, Head of Digital, Bank Leumi 
- Francesca Nieddu, Head of Customer Experience & CRM Intesa Sanpaolo
- Angela Mhlanga CEO of BancAssurance Standard Bank
- Lotta Lovén
Head of Digital Banking and part of the Group Executive Committee Swedbank
- Maria José Jordá García
Head of Customer Experience Transformation BBVA

The event is free of charge, but reserved for the Sales and Marketing Summit participants.

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Jezabel Chave
Event Manager
+33 1 47 42 52 72

Get a feel of the Marketing Summit 2015, with:
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  • The best moments, captured in photos
  • The best comments, shared by using:#EfmaMkt15

What delegates said at #EfmaMkt15

"Helpful to see the trends and sharing the best practices"

Svetlana Pay, Regional Manager of Department of Marketing and Communication, Sberbank, Russia

What delegates said at #EfmaMkt15

"Good opportunity to learn / see what other bankers are doing "

Xenia Berger, Marketing Manager, Erste Group Bank AG, Austria

Interested in sponsoring this event?

We offer you a wealth of opportunities:

  • Speaking slots to share your experience with a senior audience
  • Exhibition locations to develop relationships with your target market
  • Marketing visibility to improve your reputation within the industry

Take advantage of our affiliation with over a third of the world’s biggest banks!

For more info, please contact
or +33 1 47 42 52 72

With the Efma Premium Pass, we plan to offer you more and better...for less!

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  • Attend any 2016 Efma conferences for less than the cost of two registrations
  • Get full access to the content of all the 2016 Efma conferences, even if you cannot attend

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