Research Buyers Guide

The authoritative guide to research suppliers. Go

Research Jobfinder

The No.1 jobs resource for research and insight professionals. Go

The definitive source of research news and opinion. Go

Fair Data

The Fair Data mark helps consumers recognise who they can trust. Go

International Journal of Market Research (IJMR)

The world authority on research methodologies and techniques for professionals and academics. Go

Geodemographics Knowledge Base (GKB)

For people interested in the application of geodemographics and geo-spatial analysis. Go



Financial Services Research.

Financial Services Research.

An MRS Intelligence Summit.

In a nutshell


This event has taken place.

Preparing for recovery, adapting to technology and reinventing the service proposition


If the signs are correct we are edging out of one of the harshest ever periods of recession. What will research, providers and regulators need to do to avoid the mistakes of yesterday?

A more responsive and responsible financial services will need to emerge if public trust is to be regained. This conference will take a positive view of how best to adapt to the new realities.

Technology, legislation, segmentation and customer service are driving the new world of finance and this conference will help you to anticipate and adapt to the demands.

Hear cutting edge insights from speakers including:

  • Centre for Economics and Business Research
  • Financial Conduct Authority
  • Brunswick Group
  • IG
  • Money Advice Service

Prepare for recovery. What the green shoots of recovery mean for the way providers communicate and trade

Digital money. Revealing the digital channels that resonate with customers who want to manage and spend their money with the maximum convenience.

Life at the extremes. Supporting the financially vulnerable and profiting from the power of the hi-net worth spenders.

Behavioural financeKey factors that affect the way we deal with our money and what that means for providers and regulators.

Accurate identification. The new world of finance calls for a new set of consumer segmentation models

This is a must-attend event for anyone who wants to be a part of a refreshed, renewed and resolute industry.


Where is the event taking place?

Millennium Gloucester Hotel London Kensington

4-8 Harrington Gardens

With thanks to:


08.45 Registration & coffee

09.15 Opening address from the Chair

Graeme Trayner, Partner, Brunswick

09.30 What Do Green Shoots Of Recovery Mean For FS Providers And Customers?

• Measuring growth in consumer confidence

• Determining how consumers’ financial strategies are likely to change in response to growing economic confidence

• Understanding the behaviour and attitudes of different consumer segments

Scott Corfe, Managing Economist, Centre For Economics & Business Research

10.00 Identifying Emerging Financial Issues For Consumers

• Examining how the FCA identifies emerging consumer issues:

- FCA Key focus for 2014

• New consumer segmentation models

• Consumer attitudes towards money and finances

Leslie Sopp, Market Research, Consumer and Market Intelligence, Policy Risk and Research, Financial Conduct Authority

10.30 Morning refreshments

11.00 Behavioural Finance: Analysing Key Biases That Affect Financial Behaviour

• Behavioural finance and consumers

• Behavioural finance and businesses

• How does / should BF affect the way FS providers and the regulator behave?


Claire Labrum, Director, Strictly Financial

Justin Gutmann, Head of Research & Insight, Consumer Futures

Frances Hudson, Global Thematic Strategist, Standard Life

12.00 How Mobile Devices And Technologies Are Changing The Face Of The Financial Services Industry

A dive into how mobile devices and technologies such as NFC, 3G and 4G networks, have changed the face of the financial services industry by making services such as mobile banking and m-commerce possible. What are consumers expecting from those services and how can market research enable the financial services industry to adapt and act quickly in this ever changing environment?

Mardien Drew, Head of Digital Incubation and Kantar Mobile PM, Kantar Operations

12.30 Lunch

13.45 Analysing The Relationship Between Customer Equity And Digital Customer Experiences

At a time when customers are interacting with a range of different communication channels, what do we understand about what engagement through different channels actually means? How do any differences in engagement through channels such as social media, websites, mobile as well as more traditional ones such as face-to-face and telephone, impact on customer attitudes, behaviours and ultimately customer equity? ORC International will explore the possibility of identifying the relevant principles that make a channel engaging or not amongst a range of financial services customers.

Kalina Janevska, Customer Experience Manager, ORC International

14.15 CASE STUDY: Make Them Beg For More: How Consumer Collaboration Boosts Demand For Customer Insight, Fosters Relationships And Drives Action

This is our story of how consumer collaboration helped IG drive client retention through:

• Boosting demand for insight

• Helping Insight become an integral part of the front-end service development

• Enabling stakeholders to take action

Anna Tomkowicz, Senior Consultant, Promise Communispace

Simon Oastler, Head of Digital Insight, IG

14.45 Determining Consumer Awareness, Behavior And Interest In A New Generation Of Services That Build On The Price Comparison Model

• Uncovering consumer attitudes, knowledge and experiences of using price comparison websites

• Examining the reasons behind popularity of some services compared to others

• Measuring consumer appetite for a new generation of intermediary services which are emerging on the market

Justin Gutmann, Head of Research & Insight, Consumer Futures

15.15 Afternoon refreshments

15.45 Researching, Understanding And Serving The Financially Vulnerable Segment

• Defining and segmenting the financially vulnerable category: do current definitions go wider than we think?

• Identifying and recruiting the financially vulnerable to include a representative voice in financial services research

- examining to what extent the different financially vulnerable segments require quite different research treatment

• Using insight to understand how best to promote loyalty amongst the financially vulnerable segment

• Determining how to demonstrate your commitment of care towards the financially vulnerable

• What measures are required to protect the financially vulnerable?


Dave Skelsey, Director, Strictly Financial


Richard Sheldrake, Managing Director, Perspective Research Services

Lucian Camp, Managing Director, Lucian Camp Consulting

Helen Pitman, Insights Manager, Money Advice Services

16.30 Assessing Consumers’ Financial Capability

• Measuring consumer’s attitudes towards money and finances

• Examining the resilience of the consumer

Helen Pitman, Insights Manager, Money Advice Services

17.00 Closing remarks from the Chair

This is the other tab

Please click on the photographs to view each speaker's biography.

Secure your place at this must-attend event now and save £100. 

Standard rates - book after October 21
MRS Member £445 + VAT (£534)
MRS Company Partner* £300 + VAT (£360)
No membership £565 (£678)

Our team will return to you within 24 hours of receipt of your booking Mon-Fri.
To find out how you could save and gain discounts as an MRS member or Company Partner email



Show Panel Articles