Reinventing Financial Services
Reinventing Financial Services book cover
International Bestseller · 9 Languages

Reinventing Financial Services

What consumers expect from future banks and insurers

By Roger Peverelli and Reggy de Feniks
Published by Financial Times / Prentice Hall

"Reinventing Financial Services correctly points out that our industry's efforts to rethink and reshape our business by moving back to basics will only have a long-lasting impact if we also manage to make a next move. The industry needs to move forward."

— Jan Hommen, CEO of ING Group (from the foreword)

Latest news
2017

Published our new book!

Our second book 'Reinventing Customer Engagement — The Next Level of Digital Transformation for Banks and Insurers' is now available. It boasts more than 100 best practices and quotes from more than 50 thought leaders from across the globe. Published by LID Publishing.


The book

Putting customers centre stage

Reinventing Financial Services is the first book on the future of financial services that puts customers centre stage. It uncovers the radical shift in consumer perception and identifies the six key consumer trends that financial institutions must heed — backed by over a hundred best practices from across the globe.

Jan Hommen (ING Group): Foreword
Guido Lanzoni (UniCredit Group)
Nicolas Parasie (Thomson Reuters)
Wander Meijer & Matias Vallebella (TNS Latin America)
Naoya Takezawa (Nanzan University Nagoya)
Dosoung Choi (Bank of Korea)
Mark Cliffe (ING Group)
Stephen Covey (author The Speed of Trust)
Egbert Deekeling (Deekeling Arndt Advisors)
Lisa Cochrane (Allstate)
Jean Claude Larreche (INSEAD)
Peter Blom (Triodos Bank)
Herberth Samson & Felix Tenniglo (InShared)
Beatriz Lara (BBVA)
Egbert van Acht (Philips)
Alan Weber, Ed Sander & Egbert Jan van Bel
Greg Davies (Barclays)
Walter Capellmann (Capellmann Consulting)
Carlos Casanovas (La Caixa)
Mads Helleberg Dorff Christiansen (Danske Bank)
Andy Muncer (ING Group)
Joe Pine (author Authenticity)
Mikael Andersson (Expedia)
Andrew Clayton (Allianz)
Andrei Litvinov & Irina Chichmeli (Life Financial Group)
Jonathan Marshall (Lloyds Banking Group)
Natalie Cowen (First Direct HSBC)
Michael Useem (Wharton Business School)
Enrique Goñi (Caja Navarra)
Ferran Adrià (El Bulli)
Fabio Barbosa (Grupo Santander)
Javier Santomá & Francesc Prior Sanz (IESE)
Nirmalya Kumar (London Business School)
Sipko Schat (Rabobank)
Alfredo Flores (Deutsche Bank)
Gaston Bottazzini (Falabella Group)
Tilman Hengevoss (Zurich Financial Services)
Frank Pedersen (Jyske Bank)
Theo Bouts (Zurich Financial Services)
François Coste (AXA)
Richard Hill (Standard Chartered Bank)
Willy Linssen (Heartware Korea)

Available worldwide

Published in 9 languages

Each edition includes additional content for the target market: extra interviews with industry executives, local best practices and market-specific research data.

EnglishEnglish
SpanishSpanish
GermanGerman
ItalianItalian
RussianRussian
FrenchFrench
PortuguesePortuguese
MandarinMandarin

The authors

Written by practitioners, for practitioners

Roger Peverelli

An expert in strategy, innovation and building customer centric organisations in financial services. Throughout his career he has been involved in the creation of new products and service concepts for blue chip financial services companies across the globe. Roger has worked in virtually every European country, the Americas and Asia.

rogerpeverelli.com →

Reggy de Feniks

Strategy and marketing consultant with 35+ years of international business experience across 40+ countries. Specific expertise in strategic partnerships, new proposition development, market entry, sales strategy and building customer centric organisations. MBA background from Rotterdam, Michigan and Wharton.

LinkedIn →

Speeches & sessions

Keynotes & Roadmap Sessions

Both authors are regularly invited to share their vision at conferences, management development programmes and business schools and to participate in boardroom sessions and innovation projects.

The Roadmap Sessions take boards and management teams on a journey through the six consumer trends. Over two intensive days, the authors work side-by-side with the client to reveal deep insights behind each consumer trend, explore implications for business models and positioning, create a shopping list and set priorities, and define the roadmap towards a customer centric organisation. The flexible approach is always customized and employs interactive presentations, best practice case studies, and strategic and creative sessions. A maximum of ten people is recommended for participation.


Press & publications

International media coverage

Articles, interviews and reviews in publications across the globe.

'Six trends financial institutions should heed' — Asian Institute of Finance PDF
'Turning big data into better conversations' — Banking Technology, Sibos supplement PDF
'Keeping the wheels turning' — Credit Suisse 'One' PDF
'Mobile services to transform the financial services industry' — E-Finance & Payments Law & Policy PDF
'Restore trust and become part of life' — Mobile Payments Guide 2012 PDF
'The true power of online banking' — BAI Banking Strategies PDF
'Repositioning the City' — Communicate Magazine PDF
'The true power of online' — EFMA Journal PDF
'Listen, discuss, change' — ING World PDF
'Trust requires transparency' — ING Shareholder PDF
'The key to change' — Globe PDF
'Marketing gets a completely new meaning' — Efmag PDF
'Less is more. The future of finance is simply easy' PDF
'Impact of the Credit Crunch' — VODW white paper PDF
'Corporate Sustainability: Profit from good behaviour' — Time to Market PDF
'See results with cool brands' — Cool Brands PDF
'Bedrijf heeft klantdata allang te pakken' — Het Financieele Dagblad, 2014 PDF
'Financiële dienstverlening anno 2014' — Telecommerce PDF
'Kijk verder dan de babyboomers' — The Asset PDF
'Moderne tijden, modern klantcontact' — Chief Information Officer PDF
'Power women' — MarketingTribune PDF
'Focus on customer experience' — AM Plus PDF
'Klanten moeten de vernieuwing wel zien' — Verzekerd! PDF
'Laat zien wat je waard bent' — Balans (Van Lanschot) PDF
'Big data. Grote hype?' — MarketingTribune PDF
'In vijf stappen de klant centraal' — Banking Review PDF
'Hoe je de klant centraal concreet maakt' — VODW white paper PDF
'Reis mee met de klant' — MarketingTribune PDF
'Luxe bankieren' — MarketingTribune PDF
'Netto Bankieren' — MarketingTribune PDF
'De klant centraal stellen. Hoe werkt dat?' — Banking Review PDF
'In hogere versnelling naar klantbelang' — Het Financieele Dagblad PDF
'Betalen doet pijn' — MarketingTribune PDF
'Van keurmerk naar klant centraal' — De Compliance Officer PDF
'Customer intelligence creëert meerwaarde' — The Asset PDF
'Hulp in de huishouding' — MarketingTribune PDF
'Eenvoud is het nieuwe toverwoord' — FD Intelligence PDF
'De echte kracht van online' — Banking Review PDF
'De renaissance van de financiële sector' — Bank & Effectenbedrijf PDF
'Jezelf opnieuw uitvinden' — Qblog Delta Lloyd Groep PDF
'Nieuwe opvattingen' — MarketingTribune PDF
'Het heft in handen' — MarketingTribune PDF
'De klant centraal, maar hoe dan?' — De Volkskrant PDF
'Maak klant tot kernactiviteit' — Het Financieele Dagblad PDF
'De vier groeikansen voor Nederlandse banken' — Management Team PDF
'Koets zonder paard' — MarketingTribune PDF
'Fondsmanagers weten niets van klanten' — Fondsnieuws PDF
'Ethiek is de sleutel' — MarketingTribune PDF
'Banken moeten terug naar basis' — De Telegraaf PDF
'Bankier heeft te weinig ingespeeld op trends' — De Volkskrant PDF
'The day after' — MarketingTribune PDF
'Eenvoud herstelt vertrouwen' — MarketingTribune PDF
'Muchas entidades financieras sufren una crisis de identidad' — Expansión PDF
'Simplicidad, clave del futuro de los servicios financieros' — InformationWeek Mexico PDF
'Reinventando los servicios financieros' — BBVA Open Mind PDF
'Clientes vs entidades financieras' — Ideas que inspiran PDF
'Ante todos, los clientes' — El Mundo PDF
'La relación banca/cliente' — Borsadiner Professionales PDF
'Un cambio para siempre' — El Mundo PDF
'La ética del sector financiero' — El Mundo PDF
'Transparencia y sencillez para devolver la confianza' — El Mundo PDF
'Cómo recuperar la confianza en el sector financiero' — El Mundo PDF
'Impacto de la crisis crediticia' — VODW white paper PDF
'La bola de cristal financiera' — El País PDF
'El futuro va de ética' — Dinero PDF
'Damit alles rund läuft' — Credit Suisse 'One' PDF
'Berater müssen sich in einer neuen Welt zurechtfinden' — Das Investment PDF
'Finanzielle Beschlagenheit fängt mit Moneyville an' — Traders Journal PDF
'Yes we can' — Traders Journal PDF
'Was erwarten die Menschen von ihrem Finanzdienstleister' — Traders Journal PDF
'Gelingt der Neuanfang?' — Traders Journal PDF
'Wie sich die Finanzbranche neu erfindet' — Traders Journal (book review) PDF
'Die wahre Kraft von Online' — Bank-Archiv PDF
'Auswirkungen der Kreditkrise' — VODW white paper PDF
'Ethik: der Schlüssel zur Veränderung' — Versicherungswirtschaft PDF
'I big data migliorano la customer experience' — Bancaforte Italian PDF
'Rinnovarsi per restare vincenti' — Credit Suisse 'One' Italian PDF
'Reinventare i servizi finanziari' — Bancaforte Italian PDF
'Roulez jeunesse!' — Credit Suisse 'One' French PDF
'Prospects for banks 2013-2015' — Банковский ритейл Russian PDF
'Financial services reset' — Analytical Banking Journal Russian PDF
'The crisis of morale' — Arguments and Facts Russian PDF
'Focus and simplicity are keys to success' — Tinkoff Journal Russian PDF
'Banks disguised like supermarkets' — Rosbank Journal Russian PDF
'Voittajayritys valloittaa sydämet' — Finanssi & Vakuutu Finnish PDF
'Reinventar é simples' — Ideias Portuguese PDF
'Strategi-eksperter: Lyt til kunderne eller tab' — FinansWatch Danish PDF
'Reinventing Financial Services' — Hitelintézeti Szemle Hungarian PDF
'Un sistema sense confiança' — El Periódico Catalan PDF
'La banca ética no se involucra en complejos productos de derivados' — Diario Abierto Spanish PDF

Order the book

Available worldwide in print and e-book. For 5+ copies, contact info@9senses.com.


Contact

Get in touch

For inquiries about the book, keynote speeches, Roadmap Sessions or collaboration opportunities:

info@9senses.com