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EUROPEAN FINANCIAL MANAGEMENT MARKETING ASSOCIATION
&
700 speakers took the floor in our events in 2008
Our members represent 80% of the largest European financial institutions
29 international two-day conferences in 2008
Efma produced 20 surveys in 2008
Efma promotes innovation in retail finance in Europe by fostering debate and discussion among the main players involved in change. Formed in 1971, Efma gathers 2,450 different brands in financial services worldwide today, including 80% of the largest European banking groups. Through regular events, publications, and its comprehensive website, the association provides retail financial service professionals with answers to their questions about the main issues at stake in their business: multidistribution strategies, customer approach, CRM, product and service marketing and improving profitability. Efma is above all a dynamic association, providing a great opportunity for discussion and exchanges without any commercial constraints. It provides its members with a wide range of exclusive services as well as discount rates on nongratuitous activities. The loyalty of its members as well as their permanent financial support are the best proof of its efficiency.
80%
of the largest European financial institutions
Upcoming
In 2008, Efma held about thirty international two-day conferences in major European cities, gathering 2,770 participants from 56 countries. Please refer to our upcoming events list hereafter.
& roadshows magazine Efma
Efma members enjoy exclusive reports published in partnership with leading international consulting firms. Efma presents these surveys at a series of local meetings in European capitals (next pages).
Informationc
Our members represent
Surveys
ABOUT US
events
Published every two months in English, Efmag is read by more than 20,000 financial services professionals. Subscribers have access to an online version (see details on the last page).
entre The Efma information centre collects and makes available to its members a large documentation in the following areas: customer approach, customer relationship management, marketing, distribution channels, online financial services, banking products and services, cards and means of payment, insurance and bancassurance, strategies of financial institutions.
Our websitesw
ww.efma.com The websites dedicated to our studies or to special topics (innovation, household lending , etc.): www.consumerfinance.net www.finobserver.com
2,480 brands in
117
countries
Surveys
STUDIES
Efma produced 20 surveys in Efma offers research services in partnership with leading international consulting firms. The Efma studies provide finance professionals with decision support. Efma members enjoy exclusive access to about twenty reports published each year. These members-only reports have become an authoritative international source of information for retail bankers.
2008
Roadshows
For four years, Efma has presented the surveys to banking and insurance professionals at a series of interactive meetings in European capitals. More than eighty such meetings were held in 2007-2008. These are key gatherings for Efma, which is anxious to maintain close contacts with the representatives of financial institutions in every country. Free of charge, limited to bankers and insurers, presentations are in most cases made in the local language.
80 roadshows in European capitals bringing in over
4,000
registrations in 2007-2008
EVENTS 2009 10 & 11 February
3 & 4 March
The migrants market
Mortgage finance
www.efma.com/migrant
www.efma.com/mortgage
Paris
Istanbul
19 March
Social media revolution & impact on financial services Paris
www.efma.com/social
12 & 13 February
5 & 6 March
Insurance & multichannel distribution
Consumer credit
SME banking in CEE, SEE, CIS
www.efma.com/credit
www.efma.com/smecee
Paris
Istanbul
25 & 26 March
Vienna
www.efma.com/insurance
26 & 27 February
Customer service Barcelona
www.efma.com/service
12 & 13 March
Local performance management Barcelona
www.efma.com/management
28 & 29 May
Cash processing Amsterdam
www.efma.com/cash
29
international two-day conferences in 2008
Efma held 29 conferences in 2008 in major European cities. With renowned speakers addressing issues relevant to the industry, Efma 2008 international conference series gathered 2,770 participants from 56 countries. The lively discussions that take place at these events provide a unique opportunity for members to meet with industry peers in an environment free from the pressures of commercial business. Attendance by service providers remains limited, more than 80% of conference participants represent financial institutions.
3,000
1,500
29
19
18
2002
2003
22
20
2004
Number of participants
2005
29
21
2006
International conferences
2007
2008
8 & 9 June
Sustainable development Paris
12 June
Seniors Paris
www.efma.com/seniors
www.efma.com/green
10 & 11 June
9 to 11 September
Cards and Payments Paris
www.efma.com/cards
12 June
1 & 2 October
CRM
Women
SME banking
www.efma.com/crm
www.efma.com/women
www.efma.com/sme
Paris
12 June
Juniors Paris
www.efma.com/junior
Paris
18 & 19 June
Operational excellence Vienna
www.efma.com/excellence
Amsterdam
29 & 30 October
37th Efma Congress: multichannel distribution
Paris www.efma.com/congress
EFMAG The only European Efma magazine is the only European publication dedicated to retail financial services. Regular features cover the latest developments in strategy, products and markets, marketing, communication, research, new technologies and book reviews. Published every two months in English, each issue also features industry news briefs and an in-depth report. With more than 4,500 subscribers throughout Europe, Efmag is read by more than 20,000 financial services professionals.
publication dedicated to retail financial services
European financial management & marketing association 16, rue d’Aguesseau F-75008 Paris Tel.: +33 1 47 42 52 72 Fax: +33 1 47 42 56 76 www.efma.com