Efmac

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CONNECT SHARE LEARN INNOVATE

efma.com


Why joining Efma is essential in an ever-changing economic context?

WHO WE ARE?

E

nter the community! Share knowledge and best practices to keep up-to-date with the industry’s current trends and future direction.

F

ind ideas, solutions and best practices that correspond to your needs to help you achieve your strategic goals.

OUR MEMBERS Created in 1971 by bankers and insurers for their peers, as an exclusive community, Efma is a non-profit association. It brings together more than 3,300 retail financial services companies: retail banks, insurance companies and financial institutions from over 130 countries all around the world.

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You constantly need to develop new strategies to drive profitable growth in the new economic environment. You face numerous challenges and you need a clearer understanding of the key issues in the following areas:

Distribution channels

M A

Segments

Offer & pricing Segmentation Communication

Insurance

easure your performance against other players in your market or region to analyse your key strengths and weaknesses.

Marketing & Sales

Digital Physical Omnichannel

Strategy

New business models Customer claims & support Distribution

SME Affluent & Private

Retention Acquisition Cross-selling

Wallets & payments

Innovation Operational excellence Fintech

m-banking PFM/BFM

You want to meet senior decision-makers with similar needs and levels of responsibility, with whom you can collaborate and share views on reinventing your business.

ssociate with the top banks, insurers and innovators in retail financial services.

CHAIRMANSHIP

GET INSPIRED

Javier San FĂŠlix SEVP, Global Head of Retail and Commercial Banking at Santander & Chairman of Efma

Vincent Bastid CEO at Efma

Customer

SHARE

You want to access a wide range of information and services to support all the transformation needs of your business. And many more on www.efma.com/members

CONNECT

A reliable contact network is the best answer to your ever-changing professional needs.


GET INSPIRED AND STAY AHEAD OF THE CURVE

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Access a cutting-edge collection of hundreds of worldwide innovations, best practices and case studies Banking Innovation portal www.efma.com/bankinginnovations

NEW! I3 Innovation in Insurance portal Launch next March, stay tuned! www.efma.com/insuranceinnovations Search for innovations Get inspired Submit your innovation Get recognised Banking

An unparalleled global library of 2015 innovations! Check out the 2015 Banking Innovations Award winners!

FIND LEARN INNOVATE MEASURE

Banking Innovation portal

SME apps portal

I3 Innovation in Insurance portal

Efma Fintech portal

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Find the best IT solutions that suit your needs NEW! SME apps portal Access the best collection of SME banking applications Discover a development environment to help your IT teams build the next killer app Post your app or develop your app from scratch thanks to cutting-edge SAP technologies Enter the competition and gain recognition among the world’s best apps developers Launch next March, stay tuned!

NEW! Efma Fintech portal F ind the most suitable Fintech partner Monitor potential Fintech threats and opportunities Identify and draw inspiration from best-in-class disruptive solutions Specify your needs and find a match with the right Fintech in just one click Launch next April, stay tuned!


FIND LEARN INNOVATE MEASURE

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CONNECT WITH SENIOR DECISION-MAKERS TO REINVENT YOUR BUSINESS

Access up-to-date financial services news and insights from around the world

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Efma articles: Keep abreast of the latest initiatives and trends in the retail financial services industry www.efma.com/articles Speaker presentations: Learn from the world’s leading experts directly from your office, by accessing their presentations at our events www.efma.com/presentations

Increase your market knowledge With more than 30 reports per year, obtain a snapshot of market trends and get inspired by winning strategies developed on other continents www.efma.com/reports Join Efma webinars and learn from the comfort of your office, via insights from best-in-class Efma consulting and IT partners (Efma associate members) www.efma.com/webinars

Benchmark your institution Measure your innovations via our portals, rank your app via the SAP store, benchmark your institution and compare your innovation strategies and capabilities with your peers via our reports, portals, app store, innovation ranking, etc.

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Build the future of your business with your peers at Efma councils

Don’t let others build it for you! Be part of a unique network of senior bankers and insurers to work together. This unique benchmarking opportunity on a specific topic in a small group is exclusively reserved for Efma members and free of charge www.efma.com/councils

Participate in online brainstorming sessions with senior executives in Efma think tanks

Get qualitative insights and share best practices with your peers from the comfort of your desk. These think tanks provide valuable insights and contribute to our exclusive content reports www.efma.com/thinktanks


CONNECT EXCHANGE LEARN GET RECOGNISED

Banking Inovation Awards Ceremony 2015

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Gain recognition for your best practices and interact with fellow innovators! Raise the profile of your institution and your team by participating in the Awards organised by Efma and its partners and being in the spotlight as a winner during the Awards Ceremonies at major Efma conferences: Best Fintech partnership solutions with who you partner Presented at Distribution Summit 2016, 13-15 April London Best insurance innovations Presented at Insurance Summit 2016, 9-10 June Best banking innovations Presented at Best Efma Week 2016, 24-28 Oct. Best business apps for SME banking Presented at SME Summit 2017

4 Retail Banking Africa 2015

NEW! Maximise your networking potential with member-to-member meetings via the Efma community Hold in-depth discussions on specific business challenges you face with a speaker, delegate or a member of your choice: via one-on-one meetings at Efma events via onsite visits at member institutions with Efma’s advice and introduction

43rd Efma Congress 2015

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Get inspired by leading speakers and connect with seniors executives from around the world at Efma international conferences

Organised every year in major cities all over the world (London, Barcelona, Singapore, Dubai, Johannesburg, etc), Efma conferences attract more than 1,600 top senior attendees belonging mainly to financial institutions, from more than 50 countries worldwide www.efma.com/conferences

SPEAKERS & PARTICIPANTS COMPANY TYPES IN 2015

COUNTRIES OF SPEAKERS & PARTICIPANTS IN 2015

5% 77% 10% FINANCIAL PROVIDERS INSTITUTIONS

53% 17% 17% 1%

10% CONSULTANTS

3% OTHER

7%


BE PART OF AN INSPIRING AND ENGAGED COMMUNITY CONNECT EXCHANGE LEARN GET RECOGNISED

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Discover new horizons and see behind the scenes during Efma business trips This unique in-depth immersive experience opens up new horizons in various regions around the world (New York, San Francisco, London, Spain, Israel, Poland etc.). You will learn from: leading banks live advanced tech labs academic research institutions Fintech and major high tech companies The Efma business trips give you the inspiration you need and create lasting ties with your peers www.efma.com/businesstrips Check out the photo gallery of the Poland Business trip and the last one in California www.flickr.com/photos/efmaevents

In addition to our exclusive information resources and great networking opportunities, the Efma community offers members many other benefits!

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Enjoy unique benefits Get 33% OFF on the basic fee for any Efma events (conferences, congress, business trips) Enjoy free access to any of the 2016 international conferences and their valuable content (presentations and recordings) with your Premium Pass (special offer for members) www.efma.com/premiumpass Attend free of charge any local meetings in emerging markets

Get additional benefits every year! Efma is thinking of its members and in 2016 we will not only keep membership fees at existing levels, but also offer you many extra services and much more exclusive content through NEW initiatives: New high-quality content and services - Efma Points of view (in the pipeline) - eReputation services (in the pipeline) - Finance CrowdLearning portal (in the pipeline)

New first-in-class events - Outstanding Women in Finance on 17 November 2016 - New Efma Clubs (in the pipeline) - CoNext days (in the pipeline) - Wallets & PFM conference in 2017 - Regional events in Asia in Nov 2016, Middle East and LATAM in 2017

SHARE BUILD REINVENT HAVE FUN


Javier San Félix SEVP, Global Head of Retail and Commercial Banking at Santander

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Efma keeps you informed If you don’t have time to browse www.efma.com, you can subscribe to the Efma newsletters and receive news on a weekly and monthly basis. You can also opt for alerts to receive a notice when any new content is available, so that you can always be up-to-date!

The benefit of Efma as a global network is to help detect key initiatives and industry trends from around the world.

KEEP UP-TO-DATE EASILY

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David Chong EVP, Strategy Group Community Financial Services Maybank Berhad

Efma at your fingertips!

Since signing up as a member of Efma two years ago, Maybank Group is satisfied with the services that we have gotten from Efma. Specifically: The quality of researches and materials published by Efma, which add value to our benchmarking and industry tracking purposes. The proactiveness by Efma in conducting regular briefings on industry development and best practices. Unrestricted access to Efma knowledge database. Value for money as compare to other similar services.

With our brand new app, discover the Efma upcoming events and get the latest retail banking industry news, case studies and more, directly on your smartphone and tablet! www.efma.com/app

EfmaChannel @Efma_news

Yalçin Sezen Assistant GM Retail Private Payment Systems Isbank

Efma is Social

FOLLOW US Efma Flickr

Efma LinkedIn

Efma acts as a hub for cultivating thoughts trends and experiences about retail financial services. It provides great opportunities to leverage global best practices while designing and deploying new initiatives or fine-tuning existing ones.


Efma WORLD 2016 AROUND THE

As an Efma member, you receive the contact details of a dedicated relationship manager (Single Point Of Contact), who will respond to your questions, requests, interests and specific needs.

BRUSSELS OFFICE Benelux

BRATISLAVA OFFICE CEE, Russia, Germany, Israel

Philippe Van Fraechem philippe@efma.com

Lubomir Olach lubomir@efma.com

STOCKHOLM OFFICE Baltics, Nordics, Poland Turkey, Georgia

LONDON OFFICE UK, Ireland Macha Tikhomirov macha@efma.com

Lukas Dzuroska lukas@efma.com

PARIS OFFICE Canada, USA Vincent Bastid vincent@efma.com

BARCELONA OFFICE Southern Europe Latin America, Africa

Alain Enault alain@efma.com

Percentage of leading retail banks that are Efma members

81 – 100%

DUBAI OFFICE Middle East

BANGALORE OFFICE India, Sri Lanka

Fahim uz Zaman fahim@efma.com

Anil Kumar NS anil@efma.com

SINGAPORE OFFICE Asia Pacific

Wai Ling Lee wailing@efma.com

61 – 80% 41 – 60% 21 – 40% 0 – 20%

Throughout the world, leading retail banks are seeing the benefits of Efma membership. This map shows, by country, the percentage of leading retail banks that are Efma members. Join us today and become part of the fastest growing forum for financial services organisations.


CONNECT SHARE LEARN INNOVATE

A global non-profit organisation, established in 1971 by banks and insurance companies, Efma facilitates networking between decision-makers. It provides quality insights to help banks and insurance companies make the right decisions to foster innovation and drive their transformation. Over 3,300 brands in 130 countries are Efma members. Headquarters in Paris. Offices in London, Brussels, Barcelona, Stockholm, Bratislava, Dubai, Mumbai and Singapore.

Efma l 8 rue Bayen l 75017 Paris l France l Tel: +33 1 47 42 52 72 l Fax: +33 1 47 42 56 76 l info@efma.com l www.efma.com NIF/TVA: FR 41 784 856 239 l N째 SIREN: 784 856 239 l Code APE: 9499Z


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