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Moving away from being policy-driven to customer-centricity is a key issue in the industry. One that isn’t straightforward to overcome, especially with your resources being cut across the board.

We all know that implementing a more customer-centric approach throughout the funnel will result in higher lead volumes, better sales conversion rates, enhanced customer satisfaction, loyalty, and long-term success.

But how do you achieve a bigger impact in this area with smaller budgets, all while reducing acquisition costs and enhancing profitability?

We’re here to help. Fountain Partnership – Google’s Global Award Winners for Growing Businesses Online – is bringing together a panel of experts with backgrounds from the likes of Aviva, Barclays, HSBC, and Capgemini who will be discussing the following:

· Making a bigger impact with smaller budgets: How to improve customer-centricity across the board, reducing acquisition costs and enhancing profitability.

· Personalisation strategies that boost clicks, sales, and retention: Ways to use your existing data analytics and AI to understand your customer needs, and how to use this to create personalised products, messaging, and marketing strategies.

· New Tech to gain a more competitive advantage: The latest technology to support reducing Ad Fraud, improving customer onboarding, and streamlining the claims process

· Seamless omni-channel experiences that boost efficiency: Practical tips for simplifying the customer journey, boosting efficiency, and providing a cohesive and integrated service experience.

· Enhance your brand reputation and attract new customers: Effective sales strategies and branding techniques that will attract new customers and bolster your company’s market position.

The topics will cover both insurance providers and brokers.

The event will be an interactive conversation with leading experts in marketing, sales, finance and operations.


Mark Trenavin-Body

Mark is an experienced CFO and Consultant with over 20 years senior and international leadership within a commercial setting, gained from working for several large multinational, SME and non-profit organisations, including HSBC, Aviva, Standard Chartered, SSP and Onja, as well as having worked in an advisory capacity for KPMG.

Mark now runs a CFO Advisory & Services consultancy business, that helps businesses to drive increased productivity and improved financial performance, through better financial management and effective operating model design and business partnering.

He is also an Advisor for two higher education institutions and a Fintech company, as well as a Trustee for three charities.

Dicken Doe

Dicken is a leader in the applied data sciences space, with a career split between senior roles in Financial Services (HSBC, Barclays) and consulting firms such as PWC and Capgemini Invent.

At HSBC, his teams transformed the GI digital customer experience, and he worked closely with AXA on their bancassurance data relationship.

He is currently supporting Fountain Partnership to build the next iteration of their optimisation capabilities, having developed similar practices at Foolproof and HSBC, and in general is excited by using data to improve outcomes for customers and colleagues alike.

Richard Pearce

Richard is proud and passionate to work for Barclays Private Bank and Wealth Management.

His role is to support the individual clients, business, corporates and charities, with valuable and often life changing knowledge, information, connections and insight.

Working across the bank with specialist colleagues to make sure their clients receive a best-in-class relationship that provides them with value, service, long term growth and security.

His personal mantra focuses on a foundation of making integrity and service personable. He is driven to connect their society with a wide-ranging events programme that supports key community messages, aids business growth and raises funds for charities and community groups.

Underpinned by his desire to connect and grow the markets that they serve through deeper routed ecosystem and business collaboration, taking on charity board roles, creating agenda for change and being a catalyst for good.


1100 – 1130: Arrivals and networking
1130 – 1200: Panel discussion
1200 – 1230: Q&A with from the floor – bring your hardest challenges
1230 – 1400: Lunch
1400 – 1430: Optional tour of Shaftesbury Theatre


Fountain has a number of insurance clients. We’ve identified that transitioning to a customer-centric approach is an issue for the industry, so we’ve put together a panel of experts who can help solve this problem.

We hope you find this event interesting, but, most of all, useful.

Book your place!