META Finance is a community working together to drive better industry outcomes from the next wave of digital innovation

OUR WORK

We run invitation-only seminars and workshops, in collaboration with other thought leaders, to explore how personal data and technology can be used to create better customer outcomes and build a culture of Digital Trust in Financial Services.

Our community is available for strategic advisory assignments, to speak at events, provide practical workshops and deliver research projects.

META Finance is a trading brand of META, established in 2017 by Ben Leonard to help people help themselves. META stands for ME-Think-Act, a design philosophy for the Digital 2.0 age which puts the consumer experience at the heart of all propositions

DIGITAL 2.0 & DIGITAL TRUST

We define Digital 2.0 as the open and connected marketplace for goods and services in which individuals’ data is used  to personalise experience.

The evolution from Digital 1.0, the digitisation of product and communication, has profound implications for how consumers will manage their lives. As our digital footprint grows so do the opportunity and risk associated with it.

Digital Trust is essential for the Digital 2.0 world to function.

To build Digital Trust we believe firms will need to redefine the way they approach Privacy, Security and Transparency.

META Finance exists to help business leaders meet these challenges.

EVENTS

META Finance runs and hosts a number of events

16th January 2019

Privacy vs Personalisation Breakfast

Date to be confirmed

Workshop: Digital Identity - Meeting the needs of the Insurance Market

 

PAST EVENTS

27th June 2018

Privacy vs Personalisation Breakfast discussion

25th September 2018

Privacy vs Personalisation Breakfast discussion

 

2nd October 2018

Social Impact Consumer Research Show and Tell in association with the Implementation Taskforce

Part of Good Money Week

4th October 2018

Social Impact Hackathon in collaboration with The Big Exchange

4th October 2018

Digital Trust Workshop - in collaboration with Greater than X

Cancelled - to be rescheduled

29th October 2018

Pension and ESG Roundtable in conjunction with Redington

30th October

Board Breakfast looking at digital evolution in conjunction with Ridgeway Partners

DATA THEMES

STORAGE & ANALYTICS

SECURITY & IDENTITY

DATA AGGREGATION & VISUALISATION

INTEGRATION SYSTEMS

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TESTIMONIALS

Adrian Grace, CEO of Aegon UK, commented:

​“We asked Ben to present at our Strategy day as he brought to the table a great combination of in-depth industry experience, familiarity with our own business and a strong grasp of relevant technology developments. The ‘Data, Disruption & Innovation’ session was very well received by executives and non-executives alike. We will be looking to work with META Finance again. It prompted us to accelerate how we embed technology and data into our strategy given developments such as PSD2 and GDPR will be game-changing for our industry.

Caroline Connellan, Group Chief Executive at Brooks Macdonald said:

A hugely informative and well received session giving us plenty to think about.
It hit the mark and the feedback from the group has been very positive.

Adam Jones, CTO at Redington said:

“We worked with META Finance last year to help our organisation establish an Innovation Lab. Ben and the team provided mentoring and support which enabled us to gather momentum and clarify what and how to deliver within the organisation to support our mission of making 100 million people financially secure. We have retained the team whilst we run a first pilot phase for the Lab and would recommend this approach to others looking to accelerate their innovation.”

Arachnys

“META Finance were invaluable in providing additional insight and context regarding the customer lifecycle within financial institutions. Their high quality consultative approach sparked constructive discussions within our teams and identified new opportunities. The result of this activity is helping us further focus our efforts to assist our financial services customers to optimise their investigation processes.
We are very pleased with the results of Meta Finance’s training and advisory services.”

MEET THE TEAM

META Finance pulls together experienced industry practitioners with a united vision for a better society. We passionately believe in the social value of financial services and their role in improving people’s lives. Financial Inclusion and Empowerment are at the heart of what we care about, topics we feel which are also in the best interests of the industry as they represent an opportunity to both increase sales and reduce costs & regulatory risk.

Ben Leonard

Ben Leonard is a former HSBC banker and Founder of META.

 “We have a vision of financial services which puts the customer, via their data, at the heart of every product and service. Technology and regulatory developments make this inevitable and we want to help organisations build this future state into their strategy to help their customers and themselves.”

Chris Fox

Chris is an experienced strategist with both consulting and industry experience in financial services.

“The world is constantly changing. Most organisations muddle through. Strategically focused organisations don’t just keep ahead of this change – they help to shape it.”

Jon Pocock

Jon Pocock is a former member of the Pension Dashboard project, leading the identity workstream

 “Commoditisation of personal information to provide products and services is becoming increasingly prevalent.  We can support firms deliver effective consumer centric solutions, while ensuring that consumer control and consent is central to their aims. 

Vaughan Jenkins

Vaughan Jenkins is an  experienced partner level consultant with senior industry experience in financial services.

“The impact of years of fintech development is beginning to be felt in terms of new customer experiences and this is only going to accelerate. Financial services firms still need to understand how to build eco-systems not just own brands, if they are going to be part of the future…We are helping to make this happen.”

CONTACT US

FOLLOW US

Thanks Iona and @PPI_Research for the invite and for a great discussion. A brilliant piece of research and a well curated event.

We are excited to be running a SHACK! today focusing on how we build a culture of Social Impact Investing in the UK #Socialimpact #Shack

3

Making it easier to invest is key to combining philanthropy and investing. Awareness is key for Social Impact Investing! @Centapse @OxfordRiskLtd @goodmoneyweek #SII #GMW18 #CultureofSocialImpact

Evidence, impact quantification and micro-investing opportunities are some key enablers for SII @WeAreSigma @goodmoneyweek #SII #GMW18 #CultureofSocialImpact

2

<1% of 526 people currently invest in social impact, and approximately 50% believe they do not have the funds to do so. Looking forward to hearing what the key barriers are from @WeAreSigma @goodmoneyweek #SII #GMW18 #CultureofSocialImpact

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