Retail financial services - Strategic insights and best practices

The fourth edition of Efma’s Strategic Insights and Best Practices study highlights the key insights and best practices from across the full range of Efma content including conferences, councils, webinars, studies, journal and website. Efma’s content covers the widest possible range of retail financial services subjects including product segments, market segments, channels and customer issues, all on a pan-European or even global basis. Our studies are unique because, with the support of our members, we are able to gain unparalleled access to senior managers in many different functional roles. As well as the insights this generates, many different benchmarks are created. Most of our studies are jointly produced with leading professional services firms who are also experts in key subject areas. The Strategic Insights and Best Practices study particularly focuses on some of the key trends and innovations taking place in retail financial services, and the presentations made at Efma events by banks and professional service firms provide a rich source of case studies and examples.