META Finance was formed to help Financial Institutions build Digital Trust with consumers
Launched officially in January 2018 we have run a series of invitation-only seminars and workshops, in collaboration with other thought leaders, to accelerate industry thinking around 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 has also undertaken strategic advisory assignments, spoken at events and delivered research projects. In February 2020 we paused our work in recognition of the fact that the topics of digital trust, privacy and personalisation are becoming increasingly mainstream.
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 are supporting the creation of a morally and ethically responsible era of Digital 2.0 where an open and connected marketplace for goods and services can use 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 therefore 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 was created to help business leaders meet these challenges.
META Finance has run a number of events....
30th April 2019
Privacy vs Personalisation Breakfast
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
Board Breakfast looking at digital evolution in conjunction with Ridgeway Partners
STORAGE & ANALYTICS
SECURITY & IDENTITY
DATA AGGREGATION & VISUALISATION
META Finance Associates
META Finance has pulled 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. Whilst the group is no longer active all remain passionate about the ability to drive change within Financial Services
Ben Leonard is the CEO of Life Moments 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 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.”
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.”
Impact Investing Research
Caitlin has experience in engineering and sustainability, and has been researching the role of data and innovation in impact investing.
“I’m interested in discovering and supporting companies that are creating a measurable positive impact and providing new opportunities for financial growth to create better outcomes for consumers, industry and wider society.”
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.
TESTIMONIALS FROM PAST CLIENTS
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.”
“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.”