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Events Magazine online Information centre Surveys Magazine Websites


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

Plaquette institutionnelle  

Création de la plaquette institutionnelle de l'Efma, association regroupant les institutions financières européennes. Cette plaquette de 8 p...

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