MoneyLIVE Building Societies

Collaborate, engage, discover. 

Supercharging collaboration for building societies.

 

21 June 2022 | Birmingham

 

The building societies event bringing collaboration to the foreground.

MoneyLIVE Building Societies isn’t your average conference.  This agenda provides a unique opportunity for building societies to collaborate, problem solve and share experiences in a series of interactive workshops throughout the day.

10+

WORKSHOPS

12+

KEYNOTES

100+

ATTENDEES

SPEAKERS

Des Moore - MoneyLIVE

Des Moore

Chief Executive Officer, Cumberland Building Society

James Blagg - MoneyLIVE

James Blagg

Head of Data, Principality Building Society

Iain Kirkpatrick - MoneyLIVE

Iain Kirkpatrick

Interim Chief Customer Officer, Nottingham Building Society

Mark Ford - MoneyLIVE

Mark Ford

Chief Operating Officer, Teachers Building Society

Claire Tracey - MoneyLIVE

Claire Tracey

Chief Strategy and Sustainability Officer, Nationwide Building Society

Joann Titheridge - MoneyLIVE

Joann Titheridge

Head of Digital, Cumberland Building Society

Stuart Fearn - MoneyLIVE

Stuart Fearn

Head of Customer Contact, Newcastle Building Society

Emma Mansfield - MoneyLIVE

Emma Mansfield

Head of Operational Resilience, Nationwide Building Society

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WORKSHOPS: HOW WILL THEY WORK?

We’re giving you the chance to get in a room with other industry leaders to discuss the real challenges facing the building societies industry this year.

 

 

Here’s how it will work:

1

Introductions

Meet your fellow workshop attendees

2

Presentation

Hear a case study or presentation from an industry pioneer

3

Moderated Discussion

Get stuck in to the moderated discussion featuring team brainstorms, problem solving scenarios and healthy debates!

AGENDA

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MoneyLIVE Building Societies
Tuesday, 21 June 2022 21 Jun

Session one

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Workshop room 1

09.30

Rethinking the building society business model 

Is the building society business model in danger? With squeezed margins, new digital entrants and rising customer expectations, how can business leaders pave the way to develop new revenue streams, whilst maintaining the USPs of building societies’ offerings? Join the discussion to broaden your horizons and share your experiences with industry peers.  


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09.30

Welcome and introductions


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09.40

Keynote address 

Digitalise, revitalise, go niche: identifying the right business model 

Every firm’s business strategy is unique, and identifying the right business model for your organisation is vital. Join Des Moore from Cumberland Building Society as he explores the range of considerations and priorities needed when going beyond traditional business models. 


Des Moore - MoneyLIVE
Des Moore

Chief Executive Officer
Cumberland Building Society

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10.00

Moderated discussion 

Business model brainstorm: what now, where next? 

  • From customer expectation to digital entrants: what’s driving the need for change? 
  • Squeezed margins: how is this being addressed today? 
  • Regionality, specialised lending, digital channels: how can you realise the full potential of your USP? 
  • From current accounts to going niche: where could building societies tap into new revenue streams? 
  • How can digital tools be embraced to improve cost income ratios? 

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Workshop room 2

09.30

Operational resilience  

Operational resilience is a strategic priority for both regulators and building societies. With March 2025 set as a goal for firms to have comprehensive strategies and processes in place, how can building societies best prepare?  How can societies keep on top of emerging risks as the financial ecosystem expands?  This workshop will shed light on both policy and wider operational challenges facing building societies sector. 


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09.30

Welcome and introductions 


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09.40

Keynote address 

The road to March 2025: implementing operational resilience frameworks 

Join Emma Mansfield from Nationwide Building Society as she shares her expectations and guidelines for the next stage of the process: defining implementation roadmaps.


Emma Mansfield - MoneyLIVE
Emma Mansfield

Head of Operational Resilience
Nationwide Building Society

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10.00

Moderated discussion 

The future of operational resilience  

  • From legacy systems to bad data: what are societies biggest pain points when it comes to operational resilience? 
  • Preparing for any scenario: what are the key considerations for implementing robust operational continuity plans? 
  • Ensuring visibility and flexibility across the business: where can technology support? 
  • Addressing interconnectedness: how can societies effectively manage third party risk? 
  • From remote working to data protection: what are the major ‘people risks’, and how can these be overcome?  

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Workshop room 3

09.30

Towards the data-driven building society  

Every organisation has data, but simply having data does not allow you to innovate. Well-managed, well-structured and good quality data does. Join this workshop to expand your data toolkit, and discuss how the industry can move towards a data-driven future.  


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09.30

Welcome and introductions


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09.40

Speaker presentation  

The ultimate data toolkit: the opportunities of advances in data and analytics  

In the digital age, harnessing the power of data is essential. Join James Blagg to hear about the latest advances in data and analytics and what opportunities they could provide for building societies.


James Blagg - MoneyLIVE
James Blagg

Head of Data
Principality Building Society

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10.00

Moderated discussion 

Advancing into the data-driven future 

  • Laying the data foundations: how can data be consolidated and processed at scale?  
  • From unstructured data to data integration: what are the biggest pain points? 
  • Asking the right questions: where do analytics add the most insight? 
  • How can customer data be leveraged to offer personalised propositions? 
  • Data strategies built on trust: ensuring customers are comfortable and protected 

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11.00

Refreshment break

Session two

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11.30

Leveraging the benefits of mutuality 

It is vital that organisations align their values with those of their customers – in this case, members. But what impact does mutuality have on member expectations and decision-making? How can expectations regarding purpose and sustainability be met, and how can this complement mutuality? Join this workshop to discuss strategies for championing mutuality, purpose and sustainability. 


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11.30

Welcome and introductions


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11.40

Keynote address 

Ethics, purpose, sustainability: where mutuality comes in 

Join Claire Tracey as she shares Nationwide’s perspective on their purpose-driven approach to mutuality and how it can stimulate meaningful engagement with today’s communities.


Claire Tracey - MoneyLIVE
Claire Tracey

Chief Strategy and Sustainability Officer
Nationwide Building Society

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12.00

Moderated discussion 

Why mutuals matter 

  • Where does the true value of mutuality lie, and how can this be better communicated? 
  • How can building societies ensure mutuality extends beyond internal values to being a tangible customer-facing proposition? 
  • From sustainability to diversity: how can mutuality chime with wider social purpose?  
  • Designing a distinctive community proposition: how could regionality be harnessed to stimulate meaningful community engagement? 

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Workshop room 2

11.30

Tailoring your approach to digital transformation 

It’s clear that one size does not fit all when it comes to digital transformation. Whether you’re looking for targeted transformation or wider organisational digital overhaul, discover best practises for a variety of initiatives – big and small 


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11.30

Welcome and introductions


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11.40

Keynote address

Defining your digital transformation roadmap: Lessons from Coventry Building Society  


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11.50

Case study | Teachers’ Building Society 

Transformation in action: Rationale and experience- tales from a small building society  

Join Mark Ford, Chief Operating Officer, to hear about why Teachers Building Society decided to enter into a transformation programme (including migrating to a new core platform and digital origination solutions) and lessons learnt from the experience to date. 


Mark Ford - MoneyLIVE
Mark Ford

Chief Operating Officer
Teachers Building Society

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12.00

Moderated discussion 

Digital transformation strategies in focus 

  • What holds building societies back from big transformation projects, and how can these obstacles be surmounted? 
  • Digital overhaul versus augmenting existing systems: discussing the strengths and weaknesses of both approaches 
  • From automation to data analytics: what new technologies can enable efficiency? What are the best use cases?  
  • Balancing innovation and risk: mitigating the hidden risks of digital transformation 

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Workshop room 3

11.30

Optimising the multichannel experience 

Customers, whether young or old, value the ability to interact with their building society both digitally and in-person. However, delivering a seamless experience across different channels presents a significant challenge. This workshop will explore how societies can best prioritise the choice of channels that they offer. 


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11.30

Welcome and introductions


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11.40

Keynote address 

Creating the ‘channel of choice’ experience: how can Building Societies make the leap? 

The flexibility of multichannel experiences can greatly improve both customer and employee experiences. Join Joann Titheridge to hear how Cumberland Building Society is embracing a multichannel strategy to deliver the ultimate customer experience.


Joann Titheridge - MoneyLIVE
Joann Titheridge

Head of Digital
Cumberland Building Society

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12.00

Moderated discussion 

Building an omnichannel strategy  

  • Starting from scratch: what does a successful omnichannel strategy look like? 
  • Understanding members’ expectations: what channels should be prioritised?   
  • Leapfrogging online banking: could building societies make the leap straight to mobile banking? 
  • Where human meets digital: how can building societies devise smooth transitions from digital to human and back again? 
  • Avoiding fragmentation: how to successfully integrate all channels 

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13.00

Lunch

Session three

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14.15

Engaging a new generation of customers 

The need to diversify and widen the customer base is a central challenge for building societies. This workshop will uncover how building societies can keep pace with today’s fast-changing world. What are the key services and channels that younger demographics require? How can building societies best meet new digital demands, without comprising on existing member’s needs? 


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14.15

Welcome and introductions 


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14.25

Case study | Nottingham Building Society  

Engaging younger savers: the beehive Money App 

Find out what makes a successful money management app and learn the lessons Nottingham Building Society have gleaned from launching their Beehive Money App.


Iain Kirkpatrick - MoneyLIVE
Iain Kirkpatrick

Interim Chief Customer Officer
Nottingham Building Society

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14.35

Keynote address | Skipton Building Society   

From the use of social platforms and chatbots to shared values: the key to engaging the younger generation  

 


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14.45

Moderated discussion 

Diversifying the customer base 

  • Engaging younger generations: what lessons can be learned from digital challengers?  
  • Onboarding, touchpoints, personalisation: how might products and services need to be adapted to attract younger demographics?  
  • Leveraging the power of purpose: how can the benefits of mutuality be better communicated to the younger generations? 
  • Assessing the potential of social media and messaging apps 
  • A fine balance: how to make sure existing customers aren’t left behind 

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Workshop room 2

14.15

Digitalising mortgage journeys

Whether its direct to customer or through a broker, ensuring smooth customer journeys for mortgages is a priority. How can new technologies aid this transition? And what’s the place of manual underwriting in a world where customers expect smooth and fast experiences throughout the value chain? Join the discussion to find out. 


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14.15

Welcome and introductions 


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14.25

Speaker presentation  

Breaking free from tradition: drawing up the roadmap to digital mortgages 

 


Brendan Crowshaw - MoneyLIVE
Brendan Crowshaw

Head of Mortgages & Savings Distribution
Vernon Building Society

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14.45

Moderated discussion 

Smooth, digital, connected: honing the mortgage journey 

  • Optimising the journey from broker to lender: how can this experience be made smoother for customers? 
  • From sharing data to streamlining ID verification: what needs to change, and how can technology help? 
  • Blending human and digital: how can AI and automation be brought into the process? 
  • Building societies’ USP: what’s the place of manual underwriting in the future of mortgages?  
  • Enhancing the D2C mortgage experience: how can building societies stay ahead of the competition?   

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Workshop room 3

14.15

Competing in a mobile-first world 

Whether you’re at the very beginning of your mobile strategy or looking to enhance your app, this workshop is an opportunity to expand your horizons and improve your roadmap to a cutting-edge mobile experience.  


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14.15

Welcome and introductions 


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14.25

Case study  

Mobile app innovation: what now, where next? 

 


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14.45

Moderated discussion 

Next-level mobile apps: from concept to reality  

  • From fast and simple authentication to an easy user journey: what makes an excellent mobile app? 
  • Creating an app specification: identifying the fundamentals while allowing scope for innovation  
  • Designing inclusively:  how must accessibility and inclusivity be taken into account?  
  • From nudges to value-added services: what are the next steps in mobile app innovation? 

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15.45

Refreshment break

Session four

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16.15

Open banking: seeing the potential 

The BSA’s recent survey revealed that 65% believe open banking is an opportunity for building societies. From customer engagement to data connectivity, where do the biggest opportunities lie? And how can Building Societies make sure they’re not missing a trick? 


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16.15

Welcome and introductions


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16.25

Speaker presentation  

Assessing the potential of open banking for building societies 

 


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16.45

Moderated discussion 

Open banking: unleashing the benefits for building societies  

  • Waste of time or wasted opportunity? Debating the potential of open banking for building societies 
  • From tech to culture: what is holding societies back from embracing open banking? 
  • Plugging into the open banking ecosystem: what are the practical steps for those looking to get involved?  
  • Blue sky thinking: how could open banking capabilities transform member experiences? 

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Workshop room 2

16.15

Reimagining the branch: who, what, where?  

Branches are integral to today’s value proposition, with face-to-face service and member support in-branch still taking centre stage for many players. But with a stark drop in footfall and digital tools becoming the norm, it’s clear that the branch of the future will be very different. Where will branches be positioned and what will future activity in the branch look like, and what does this mean for staff?  


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16.15

Welcome and introductions 


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16.25

Speaker presentation  

Envisioning the future of the branch  

Join Stuart Fearn as he shares Newcastle Building Society’s vision for branch transformation and what role branches will play in their long-term strategy.  


Stuart Fearn - MoneyLIVE
Stuart Fearn

Head of Customer Contact
Newcastle Building Society

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16.45

Moderated discussion 

Branching out: what’s next for building societies physical spaces? 

  • The desire for human interaction and cash transactions: do these really mean that branches are essential, or are there alternatives? 
  • Let’s get “phygitial”: how can digital tools be integrated into physical branches to enhance experiences for customers? 
  • Rethinking location strategy: how can cost and member needs be balanced? 
  • A spotlight on employees: how will their role change, and where do they need extra support and re-skilling? 
  • From traditional branches to community hubs: what will the branch look like in 10 years? 

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17.45

Drinks reception and end of conference

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If you pay for a ticket to an in-person event and we can’t hold the event or you’re unable to travel due to travel restrictions or you test positive for Covid 19 or have to isolate, we’ll offer you two options:
  1. a full refund on your delegate ticket;
  2. or a credit note redeemable against a delegate ticket at one of our other events within the next twelve months.

“MoneyLIVE is a great opportunity to hear how the banking and payments industry can make a real difference to our customers, members and the UK economy.  Expert opinion combined with the opportunity to network with the brightest minds in our industry make this a very valuable use of time.”

Director of IT and Transformation, Yorkshire Building Society

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