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Lafferty to host exclusive Management Roundtable

18 September 2014, LONDON: Profound changes are happening worldwide in the role and nature of the retail bank branch and Lafferty Group is to host a global series of roundtables, Retail Banking Futures, to ensure decision-makers have the requisite insights and knowledge for meaningful success.

The first roundtable, "Through the Looking Glass - Next Generation Branch Banking", will be held at the London Hilton on Park Lane on 26 and 27 November when a select group of heads of retail banks, key decision-makers and expert speakers will be invited to discuss the challenges facing the industry. Topics for discussion will include placing customers at the heart of the brand, design innovation, network transformation and empowering the branch through technology. There will also be facilitated one-to-one meetings and site visits to innovative bank branches in London.
Confirmed speakers at this exclusive event include: Ingrid Johnson, group finance director at Old Mutual, who will give the keynote address (The Future of Retail Banking); David Schick, executive vice president group strategy & transformation at Maybank; Carl Hynes, head of branch transformation at Barclays; Bob Killmeier, former vice president at Wells Fargo; Tsvetanka Mintcheva, head of retail banking for Unicredit Bulbank; Francis Shobo, executive vice president at First Bank of Nigeria; Jeremy Ridgeway, director at Keyfact; Bruce Packard, financial analyst; John Egan, retail banking innovation specialist and Karen Epper Hoffman, industry analyst and author.

Lafferty views the Management Roundtable series as a natural extension of its next generation market intelligence research and reporting, with the first gathering inspired by the recent Lafferty Thought Leadership report, Bank Branch of the Future.

"Retail Banking Futures offers our invited guests and speakers a rare inclusive opportunity to share their expertise and informed opinions on the future of retail banking with all its challenges and considerable opportunities," Lafferty Group CEO Robert Grealis said. "Our first roundtable, Through the Looking Glass - Next Generation Branch Banking, focuses on the role of the bank branch in the future as part of a still evolving multichannel customer-centric approach."

"Customer engagement, channels and the role of the branch are changing and will continue to change with different approaches being taken and models emerging," observed Lafferty CEO, Robert Grealis. "This series of Management Roundtables will provide invited guests with clear insight into the next generation bank branch and the foundations and supports on which this will be built."

The invitation-only event in London is the first of a series to be held in key locations worldwide (Johannesburg, Miami, Dubai, Singapore) under the banner: Retail Banking Futures.

Full details of the Retail Banking Futures conference series can be found at



November 2014
Slovenia, Brazil, Ghana, India, Hong Kong, Canada, Russia, South Korea, Algeria
December 2014
Singapore, China, Pakistan, Indonesia, Sweden, Australia

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Lafferty Group provides the financial industry worldwide with advanced knowledge services in the fields of retail banking and cards and payments. Our activities include confidential peer groups known as Councils, single and multi-client research programmes, global benchmarking databases, professional education via the International Academy of Retail Banking, management and research reports, and the industry bulletins Retail Banking Insights and Cards and Payments Insights.

Single and Multi-client Research

Lafferty is typically the research firm of choice for clients seeking international and multi-country research in all fields of retail banking and payments. Recent projects have included a global study of merchant acquiring, a competitive assessment of Asia-Pacific credit cards markets, POS finance in Europe and a global study of cards schemes other than Visa and MasterCard.

Benchmarking research

Lafferty Group maintains extensive research databases on retail banking, consumer finance, cards and payments and mobile money worldwide. Currently, almost 70 countries are researched using common templates. Clients access this data either online or through bespoke/published reports.

International Academy of Retail Banking

The International Academy of Retail Banking is the fruit of Lafferty Group's commitment to education for the retail banking industry. Read more >.