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: karine@efma.com

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