Financial firms' top ten issues for 2007: Customers come first

Focussing on customers is key as financial firms set the agenda for discussion in 2007

[ClickPress, Wed Jan 03 2007] Customer focussed initiatives and regulations are at the forefront of financial firms' agendas in 2007 as the UK's leading firms set the 2007 agenda items for Clearconcepts' Financial Services Discussion Club.

Of the top ten issues up for discussion, half are centred on customer relations, including: Complaints Handling, Financial Promotions, Communicating with Customers, The Financial Services Authority's (FSA) Treating Customers Fairly initiative and Customer Retention.

The other issues chosen for discussion in 2007 are all focussed around regulatory compliance, including: the Markets in Financial Instruments Directive (MiFID), Capital Requirements Directive, Anti Money Laundering, and FSA Principles-based Regulation.

Forums will be held every month in 2007, in London, Leeds and Manchester and will be attended by senior managers with a customer focus in the retail finance sector.

Naomi King from Clearconcepts, said,

"This agenda for the 2007 discussion club has been set by the largest and most influential financial companies in the country. Firms are realising the value of regular dialogue with peers when developing strategies, benchmarking and setting standards of best practice. Overall, the end result should be a better deal for all consumers."

The ten items currently on the agenda for discussion in 2007 are (no order):

• Treating Customers Fairly
• Complaints handling
• MiFID
• Capital Requirements Directive
• Financial Promotions
• FSA and Principles-based Regulation
• Communicating with customers
• Anti-money Laundering
• Preventing fraud
• Customer retention


The club will give attendees the opportunity to benchmark against other firms, exchange ideas, and nominate topics and speakers.

Notes for editors

• Clearconcepts is an independent marketing communications house, specialising in market research, events planning and public relations.

• Throughout the year forums will be held in Tower 42 in London, The Radisson Hotel Manchester, The Midland Hotel Manchester and The Radisson Hotel Leeds.

• Members or their nominated substitutes, to attend each of the 10 scheduled forums.

• For more information or to sign-up for the 2007 sessions contact Laura Wilkinson laura.wilkinson@clearconcepts.co.uk, T:020 7405 0065



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