META Finance is a community working together to drive better industry outcomes from the next wave of digital innovation
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.
META Finance runs and hosts a number of events
13th February 2019
Privacy vs Personalisation Breakfast
8th May 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
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.”
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 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 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 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 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.”