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The only global financial services association, Efma is YOUR key to connect with the whole ecosystem, get inspired, and be heard!

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A complete offer, organized in 5 service lines

Innovation Awards

Boost your team’s motivation and raise your institution’s profile by participating and winning our globally-known and regarded Innovation Awards

See Banking Awards See Insurance Awards

Innovation Portals

Enrich your strategy with never-ending inspiration thanks to our innovation libraries which contain thousands of innovative projects led by banks and insurers across the world

See Banking Awards See Insurance Awards

Fintech & Insurtech Portal

Find the best Fintech and Insurtech companies with the capabilities you seek in your next business partner along with other related trends and insights

See Fintech & Insurtech Portal

Best Innovations of the Year Collection

Get access to our collection of best innovations and find out how leading players transform their business and how this will affect the industry’s future.

Stay tuned for more info!

Conferences & Summits*

Join Efma’s on-site or online conferences to hear from industry leaders, connect with your peers, and uncover new ideas from field experts

See all conferences & summits

Learning Expeditions*

Exchange ideas during on-site or online visits to top global players, discover leading-edge case studies, explore the latest innovations

Stay tuned for more info!

Reports & Surveys

Stay up to date with the latest trends and get exclusive insights from a wide range of studies and research produced exclusively or in collaboration with leading consultancies and big techs

See all reports and surveys

Bespoke In-house Briefings

Keep your top-level teams updated with the latest research and trends on topics that are relevant for you; insights from other Efma members of your choice could be included

Get in touch to request a briefing

Regional Executive Clubs

Engage with the peers from your region and top management consultants to deal with current issues such as the economic context, regulatory constraints, technological breakthroughs, etc.

Stay tuned for more info!

Business Case e-Briefings

Get exclusive first-hand best practices presented by top bankers, CEOs of fintech companies and management consultants in up to 24 online briefings per year

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Bespoke Research*

Get in touch with our research desk available to collect members’ briefing and provide in-depth research with a focus on specific topics relevant for you

Get in touch to request a briefing

TV & Video Insights*

Access an exclusive collection of the best video interviews gathered by Efma and inspired by thought leaders with different backgrounds and expertise

Stay tuned for more info!

Benchmarking*

Stay ahead of your competitors with periodical in-depth benchmarking reports, allowing you to compare your business against local, regional and global competitors, on key critical areas

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Top Executives Clubs

Meet, discuss, and share experiences on specific issues with top managers in equivalent roles in a non-competitive environment, during exclusive global meetings

Stay tuned for more info!

Communities

Be part of a professional community of like-minded managers with similar expertise, and exchange and share best practices and intelligence to transform your business. Several communities will be launched soon, stay tuned for more info!

See the SME Banking Community

Members Onboarding

Enjoy full support from your dedicated relationship manager who will assist you in the exploitation and customization of the Efma services you have access to

Get in touch with your Efma support

Members Matchmaking

Get customized introductions from Efma to other institutions from the community and address critical issues on specific projects relevant for you

Ask for an introduction

Efma Platform

Benefit from full access to all Efma’s channels providing a wide range of insights, research and events, as well as the possibility to reach out to peers, and find new partners in a safe environment

Discover the main Efma platform

Common challenges Groups

Challenge the status quo and find solutions to optimize time and resources by working in groups and co-creating new projects together with like-minded peers

Stay tuned for more info!

Joint Developments*

Be part of a collaborative program that helps financial institutions develop functional prototypes for the most pressing industry challenges and accelerate their innovation journey

Stay tuned for more info!

Talent Exchange Program*

Support your leadership development by hosting or having your talented employees hosted by other financial institutions in order to develop new skills and experiences

Stay tuned for more info!

Intranet Information Feed*

Enable all your teams to take advantage of the Efma resources via an API designed to broadcast Efma’s innovation and digitalization contents directly to your institution’s intranet

Stay tuned for more info!

Master class academy*

Ensure your team’s evolution from good customer experiences to even better customer relationships by supporting your top performers in reskilling and upskilling

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Leadership and Coaching Academy*

Accompany your top performers and transform leadership quality by developing relationally intelligent leaders, who are driven to create high-performing and low-stress teams

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Customers Education*

Provide education sessions to your best customers via Efma, in partnership with experienced training companies, partners and leading business schools

View more

Bespoke In-house Conferences*

Host a bespoke event and gain exposure to the latest industry insights while adding different perspectives to your internal institution’s events

View more

Advisory Services*

Get support in formulating a strategic review and creating solutions from Efma’s network of senior advisors that share inspiration and good practices in all retail financial services areas

View more

*Service not included in the membership that can be acquired on demand; provided by Efma Sarl or by other partners on behalf of Efma Sarl

Who we are

A global non-profit organization with a rich history, Efma is governed by leading banks and insurance companies and unites top financial services industry professionals within a reliable community.

Our purpose is to support our members and create a strong community based on sharing experience, expertise and skills. Our mission is to provide the communities with intelligence to optimize, transform and innovate by offering market understanding, recognizing our members’ best practices, training and connecting them.

Efma is the only global financial service association

133 Countries
120 Financial groups
members
2.550 Legal entities
80k Bankers
community
15 Senior subject
matter advisors

Efma’s uniqueness lies in its business knowledge radar

1

Financial services focus

by distilling and sharing know-how coming from banks, fintech insurances, multinational, big tech

2

Global reach

by sourcing and offering services in all main regions to increase the value of network and knowledge sharing

3

Business impact

by leveraging financial institutions’ and partners’ most successful knowhow & collaboration opportunities in financial services industry

Efma offers a clear value proposition for all members

Exploring and envisionning the future

by providing continually updated and globally collected trends on customer behavior and new technologies, among others

Business innovation

via platforms that gather the latest banking and insurance innovations shared by institutions from all around the world, as well as the best fintech solutions

Business best practices

carefully collected, curated and shared with the community to serve as instruments that facilitate the decision-making process

Change/digital transformation

via a variety of services provided in collaboration with its partners, leading consultancy partners, that facilitate change management in all company functions

Efma’s strength lies in its strong community of members and partners

Leading banks and insurance companies

View all

Best evaluated consultants & tech companies

View all

Our members trust us! But don’t take our word that they do, here’s what they have to say!

Benjamí Puigdevall Executive President Digital Business and Corporate Director Caixabank Digital Business, Spain

Efma has given CaixaBank the opportunity to participate in rich discussions with fellow banks all around the world, giving us the possibility to understand their unique challenges and share different points of view on multiple topics such as Open Banking and PSD2. The opportunities of collaborating with banks on ad-hoc meetings or through specific councils are all great and distinctive characteristics that we at CaixaBank see as a great potential for all members. Overall, being an Efma member allows CaixaBank to be more aware of worldwide trends and to be constantly informed of the latest news in the sector.

Sorachna Honn Chief Executive Officer Prince Bank, Cambodia

An international organization like Efma provides us access to a platform that brings together local, regional, and global leaders to participate in information-sharing and networking opportunities. […] it is vital for our management team to be exposed to the latest trends, innovations, and best practices impacting the banking industry.
As a member of Efma, we are able to enhance our local knowledge by developing a global mind-set to help us incorporate different perspectives as we continue to grow.

Wick A. Veloso President and CEO Philippine National Bank, Philippines

Research keeps bank abreast of the retail banking trends and innovations worldwide. These help Philippine National Bank study and explore potential ideas and models applicable to our strategy focused on safe, aggressive growth. We value the opportunity to learn and discuss important industry issues and developments with our peers in the retail business worldwide through Efma.

Renata Petrovic Research & Innovation Superintendent Banco Bradesco, Brazil

As members of Efma, we are kept up to date on the latest industry trends and practices through several resources including events, in-depth reports, newsletters, amongst others; we have access to a portal with a great collection of innovation cases and inspiring ideas, where we can also showcase ours; but most importantly, we are able to network with hundreds of other financial institutions to share knowledge and best practices on topics of mutual interest.

Ângelo Guerra Vilela Head of Digital Ageas Portugal, Portugal

Learning is part of my job and something I constantly pursue also in my personal life.
When it comes to professional learning, I have three main sources: attending international conferences (sometimes luckily also speaking there), McKinsey and Efma.
Efma provides members with priceless sources of information, from an opened knowledge base to learning opportunities and knowledge sharing forums.
The progress Efma made in recent times is quite impressive, and I’m sure they will not stop there.

Fernando Morillo Global Head, Retail Products & Segments Standard Chartered Bank, Singapore

Efma is a great source for curated insights about the industry. Whether we are looking for research on the latest industry innovations or for in-depth case studies, we find them extremely useful for our business.
The access we get to exclusive events and meetings helps us strengthen our industry network.

Helen Carbery Head of Investment & Protection, Retail, Commercial and Business Banking Allied Irish Banks, Ireland

I think that being part of Efma is very valuable to enable our bank to connect quickly to the right divisions in other departments and have interesting knowledge sharing discussions. As the Efma representative has relationships with the individuals across the relevant areas in the bank, they are able to put you in contact with the senior leaders in the business you are interested in.

Joel Kornreich Group CEO Alliance Bank Malaysia Berhad, Malaysia

Efma brings together collaborators around the globe who are sincere in building alliances to improve lives through the innovative delivery of financial services. The exchange of insights be it via conferences, articles, topical portals, reports, etc., helps improve efficiency at the bank, and ensure a consistent and superior customer experience journey for our clients.

Elizabeth Ramirez Peña Digital Strategy Manager Bancolombia, Colombia

Efma is a knowledge platform that allows us to access valuable insights, explore new trends and get inspired with new ideas. At Efma we have found very resourceful information to further nurture the discussions of our strategy and consider different perspectives when it comes to define and approach digital challenges in the financial sector.

Pratima Nundoosingh Manager Strategy and Projects MCB Mauritius Commercial Bank, Mauritius

Being part of Efma is for me being part of a larger community where one can share, network, learn from each other and have access to a diverse set of resources, thus allowing for growth and innovation! Highly Recommended!

Han Peng Kwang Chartered Banker, AICB / (CB), General Manager PhillipBank, Cambodia

PhillipBank decided to join Efma so that we can learn and study from other industry players on the latest trend in banking and digitalization space (…), to be able to serve our customers beyond just their banking needs. Although we recently joined, we already started to see the benefits. By attending the RBAS event and assessing the various papers on Efma website, we have become more aware and conscious of the future trend of the banking industry worldwide. From this awareness, we are now more open to adopt new technology and embrace digitalization process in order to help resolve the pain points of our customers in Cambodia.

Find your regional manager

Efma’s network is spread around the world! Find our contacts from your region and take the discussion further

Ready to join the community?

Efma proposes different membership levels according to your institution type and size

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