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Bringing It All Together: Building a Customer Data Foundation for the End-to-End Financial Services Journey
Wednesday, 16 July 2025
18:30 to 22:00
Address
Ormer Mayfair
Flemings Mayfair
7-12 Half Moon St
London
W1J 7BH
United Kingdom
INDUSTRIES: Financial Services
EVENT TYPE: Club Dinner
OVERVIEW
Across the industry, firms are under pressure to deliver personalised, seamless, and compliant experiences across every touchpoint - from mortgage onboarding and commercial lending to portfolio management and insurance servicing. Yet fragmented data and disconnected systems still make this a challenge.
To progress, you need a solid customer data foundation: one that provides a clear, trusted view across every product line and business unit.
With the right capabilities in place - such as automated client engagement, intelligent product configuration, and reward structures aligned to performance - organisations can improve everything from customer acquisition to relationship management and service delivery.
So what does best practice look like?
AUDIENCE
Join us to exchange opinions and ideas with financial services leaders approaching shared challenges.
Combining structured business discussion with free-form networking over fine food and wine, the event will be independently facilitated and will leave you with fresh insights, robust practical examples and powerful new connections.
With a perspective from Oracle
AGENDA
18:30 – 19:00 – Arrival & Aperitif
Meet your peers and get to know each other over a welcome drink
19:00 – 21:30 – Dinner & Discussion
Fine dining, fine wine and fine discourse form the perfect menu.
21:30 – 22:00 – Coffee & Digestifs
Conversations continue over coffee and a selection of digestifs
22:00 – 22:30 – Carriages
Homeward bound
LOCATION
Ormer Mayfair,
Flemings Mayfair,
7-12 Half Moon St,
London W1J 7BH
Event Timezone Details
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Mautic Event
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Zoom Details
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