In partnership with The Financial Services Forum, MBA Group is hosting an intimate breakfast and panel event with senior leaders across the Financial Services sector.
The discussion will centre on a pressing challenge: how do you present complex financial information in ways that are clear, timely, and genuinely accessible to audiences with vastly different levels of knowledge and life experience?
Financial services firms invest significant time and resource in client communications, yet too often these are treated as regulatory checkboxes rather than moments that shape how people feel, think, and act about their money.
This session makes the case for rethinking that default. We’ll explore what it looks like in practice to move from obligation to opportunity: replacing rigid reporting cycles with outreach tied to real-life moments, tailoring content to different levels of understanding and vulnerability, and designing communications that reduce anxiety rather than amplify it.
We’ll also examine how clearer, more thoughtfully structured engagement can strengthen trust, drive better client outcomes, and support long-term retention and why firms that treat communication as a strategic growth lever, rather than a compliance function, may find themselves with a meaningful competitive edge in the years ahead.
Speakers:
- Eoin McCann, Fidelity
- Tom Peterson, mallowstreet
- Leilah Aintaoui, VideoSmart,
- Paul Irwin, Studio Certain