Efma Awards

EFMA ACCENTURE INNOVATION AWARDS 2013 Distribution & Marketing Innovation in Retail Financial Services Wednesday 16 October 2013 Paris, Le Meurice More information on www.efma.com/accenture

Distribution & Marketing Innovation in Retail Financial Services

A JOINT EFMA AND ACCENTURE INITIATIVE The Efma Accenture Distribution & Marketing Innovation Awards is a joint Efma and Accenture initiative. Its aim is to identify and reward the most innovative projects and initiatives in the retail financial services arena at a global level. An essential component of the programme is the Innovation Portal: www.efma.com/accenture. This portal showcases innovations from all over the world, in the following six categories, plus the Global Innovator and the Most Disruptive Innovation.

CATEGORIES Digital and Mobile Excellence Innovations in the bank’s digital distribution and payment strategy.

Embracing improvements of existing channels, introduction of new channels and the enablement of alternative payments, with the aim to provide a seamless customer experience across all digital channels (e.g. call centres, ATMs, mobile, online, social).

Physical Distribution Innovations in the bank’s physical distribution network (e.g. new branch foot-print, re-shaped branch format, retail-like branches with digital selfservice capabilities) with the aim to meet new trends in customer behaviours, ensure in-branch operational excellence and deliver a compelling customer experience by exploiting the potential of leading-edge technologies.

Multichannel and Customer Experience Management Innovative ways to engage and serve customers or specific segments from a marketing approach, customised products, high-value services and dedicated advisory models. The aim is to strengthen customer centricity, increase satisfaction and loyalty while optimising cost-to-serve and boost the online-offline integration.

Customer Analytics and Big Data Innovations that radically change how banks collect and effectively manage customer information across multiple dimensions (e.g. behaviours, needs, customer value) both from internal and external sources as well as new ways to exploit the big data potential to obtain actionable insights, increase customer intimacy and develop tailored offerings.

Sales Effectiveness Innovations impacting sales force and direct/online sales productivity by improving internal processes, developing supporting tools/technologies in order to align sales behaviours to a customer-centric model.

Responsible Business Specific initiatives/products/services generating relevant social or sustainability impact while creating value for all stakeholders by increasing accessibility of banking services, spreading financial education and creating beneficial services for the community.

CALENDAR Nominees in each category will be designated online on 25 August 2013. Voting will start online on 1 September 2013 and end on 30 September 2013.

VOTING The winners will be chosen by Efma Members visiting the website (50% of the final rating) and by an Innovation Awards Committee composed of Efma Board members and banking executives from all over the world (the remaining 50%).

What makes this a unique awards programme in retail financial services is that only bankers vote and the winners are selected by their peers.

AWARDS The top innovation in each category will receive an award.

PORTAL The Innovation Portal will remain open after the Awards Ceremony and will be constantly updated with new innovations. You may add www.efma.com/accenture to your favourite sites and browse it regularly for new updates.

AWARDS WORLD TOUR All Awards initiatives worldwide are listed on the Awards world tour section of www.efma.com/accenture.

Visitors can search initiatives by award recipient, by award presenting organiser or by date. This unique database of financial services Awards is an exclusive service for the benefit of all Efma Members.

WEDNESDAY 16 OCTOBER 2013 PROGRAMME Unveiling the secrets behind innovations 13:15

Welcome coffee and registration

13:30

Opening the Awards Ceremony Piercarlo Gera Accenture & Patrick Desmarès Efma

13:35

Innovation scenarios in Banking industry Piercarlo Gera Accenture

13:45

Facts and figures from the 2013 Efma online survey on Innovation Patrick Desmarès Efma

13:55

Keynote speech: Innovation is a serious game Peter Vander Auwera Innotribe (Swift)

14:25

The Distribution & Marketing Innovation Awards: facts and main trends from posted Innovations Ambrogio Terrizzano Accenture

14:40

Awards ceremony introduction

14:45

Best Digital and Mobile Excellence Innovation

15:00

Best Physical Distribution Innovation (2 winners ex-aequo)

15:30

Best Multichannel and Customer Experience Management Innovation

15:45

Break

16:20

Best Customer Analytics and Big Data Innovation

16:35

Best Sales Effectiveness Innovation

16:50

Best Responsible Business Innovation

17:20

The Most Disruptive Innovation

17:35

The Global Innovator of the Year (2 winners ex-aequo)

17:55

Concluding remarks: the journey towards the Bank of the Future Piercarlo Gera Accenture & Patrick Desmarès Efma

18:10

Cocktail and networking opportunities

19:15

End of the Awards Ceremony

EFMA CONVENTION 2013 The meeting of leaders in retail financial services Paris, Le Meurice 16 October 2013 www.efma.com/convention

41ST EFMA CONGRESS: MULTIDISTRIBUTION The long march towards multidistribution Paris, Concorde Opéra 17-18 October 2013 www.efma.com/congress

16 October 2013 Paris

EFMA ACCENTURE INNOVATION AWARDS

BROWSE

VOTING

ENTERING INNOVATIONS

Browse all innovations worldwide on www.efma.com/accenture and search by category, keyword, date, country or institution.

Learn from innovators in retail financial services and check their results.

Choose from among four nominees in each category (available from 1 September 2013 via www.efma.com/accenture).

Voting is reserved to Efma Members.

Submit your innovation and enter the competition! Simply submit your entry online via www.efma.com/accenture by providing Efma with information about your recent innovative initiatives. Only financial institutions, Efma Member or non-member, are eligible to participate.

AWARDS CEREMONY REGISTRATION FORM Wednesday 16 October 2013 Paris ATTENDEE’S INFORMATION Mrs.

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Assistant’s information (or person in charge of the registration) First name . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Last name . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

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PRACTICAL INFORMATION

VENUE Le Meurice 228 rue de Rivoli, 75001 Paris, France.

Tel: +33 1 44 58 10 10 www.lemeurice.com

LANGUAGE All presentations and proceedings will be conducted solely in English.

ACCOMMODATION For your information, if you require accommodation, several 3-star hotels near to the venue are listed online in your personal ‘My Efma’ account.

ADMISSION AND REGISTRATION Registration for the Awards Ceremony is free of charge but is restricted to financial

SOCIAL NETWORKING

@Efma_news

LinkedIn

Efma Channel

DATE

institutions. Only duly registered participants will be admitted.

To register please complete this form and return it by email to innovations@efma.com or by fax to +33 1 47 42 56 76.

You can also register online at www.efma.com/innovationAwards.

CANCELLATION If you are unable to attend, please advise us as soon as possible. Substitutions are accepted at any time.

SIGNATURE

Efma App

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 www.efma.com APE: 8230Z l VAT ID: FR 38 313 062 788 l Efma sarl company with registered capital of EUR 15,000 l RC Paris 313 062 788 In accordance with Article 27 of the law on the processing of personal data of 6.1.78, the information which you are requested to provide is necessary to enable us to process your registration and is intended for Efma’s services. You may access this information and request that it be rectified if necessary.

Illustrations: Bruno David

DATE The Awards Ceremony will be held on Wednesday 16 October in the framework of the Efma Convention.

It will begin with a welcome coffee at 1:30 p.m. and will end with a cocktail reception from 6:10 to 7:15 p.m.