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Welcome to the Finance Market Interest Group
of The Chartered Institute of Marketing.

  

The Finance Group is the forum for Marketing Professionals to share best practice in the marketing of financial products, finance and fundraising.  It is the largest market interest group for the finance industry in the UK, with over 1,000 members who enjoy a range of eclectic and tangible benefits. 

It is open to those who work, study and/or marketing interests involve activities such as retail banking, credit, loans & mortgages, lending, investment, fund management, stocks & shares, venture capital, asset management, security brokering & future trading, financial transactions & processing, fundraising, and management consultancy related to these activities or finance institutions.

The Finance Group

Comprises banks, building societies, finance organisations, credit card companies, fund managers, investment banks, stock market trading, accountancy & management consultants, financial transactions and processing (such as: electronic payment systems eg BACS, ATM networks and outsourcing operations such as cheque clearing etc).

Core products include; credit, loans, savings and cheque accounts, investments, mortgages, venture capital, asset management, security brokering and future trading. Other products cross-sold include insurance and risk management.

The Chartered Institute of Marketing

The Chartered Institute of Marketing is the leading international professional marketing body with members worldwide. First established in 1911 it defines the marketing standards that operate in the UK and is the global champion of best marketing practice.  The Institute exists to develop the marketing profession, maintain professional standards and improve the skills of marketing practitioners, enabling them to deliver exceptional results for their organisations. It does this by providing membership, qualifications and training to marketing professionals around the world. 

The Chartered Institute of Marketing currently has over 50,000 members world wide.  For more information please visit:

www.cim.co.uk

Members’ Profile

Our members comprise mainly of highly skilled, qualified marketers.  The majority (61%) work in senior management positions or above, with 39% working in Director, CEO, and Chairman positions.*  

They represent a range of sectors within the finance industry, with the majority (61%) of members* from banking, investment and finance, with some from insurance (16%) accountancy (12%) and consultancy firms (12%).

Our members take their professionalism seriously.  Just under half (47%) are currently studying post graduate Marketing qualifications and 7% are currently Chartered Marketers.  The Chartered Institute of Marketing is the only Marketing Body which awards a Chartered status to Marketing professionals.

In addition to our full membership, we boast an additional 13% professional or company affiliated members, and 15% associated members.  

Most of our members reside in the UK, with 48% living and working in London and the South East.  Our international members, currently 14% of our membership, span Europe, Asian and Australasia, including Australia, Singapore, New Zealand, Hong Kong, Ghana, Malalysia, Poland, Republic of Ireland and Sri Lanka. 

The majority (94%) of our members elect to receive both electronic and hard copy (postal) communications.   Our face to face events are highly attended, with ‘attendance’ about to increase through greater use of electronic broadcasts.

Membership is equally divided between female (53%) and male (47%) members.

* Of those members identified.

Finance Group Committee

The Finance Group is run by members for members, and comprises of qualified marketers working within the finance industry, along with a student representative, who combine their personal experience and expertise to provide other Finance Group members with;

  • A valuable channel for communicating member needs to a wider audience, including CIM staff and trustees,
  • An opportunity to develop, deliver and share better marketing practice,
  • A range of networking opportunities, including high profile,
  • High calibre speakers for CPD events, seminars and training courses,
  • Exclusive deals and discounts on events, publications and training courses,
  • Easily accessible knowledge and opportunities to learn, such as case study material and webinars,
  • Student representation to further the understanding of student member needs, and
  • Support when entering marketing/communications/sales roles in finance organisations.

Committee members meet six times a year, set the group's business strategy, implementation plans, and budgets, along with liaising with other membership organisations and businesses to provide exclusive deals, organising events, and representing marketers within the finance industry and academic Institutions.

Becoming a committee member

Nominations to the committee take place throughout the year and positions are filled on a merit basis of those best placed to fulfil the needs of the committee.  If you are interested in becoming a committee member and would like to know more about the responsibilities and expectations when serving, then please contact Kathy Lewis, Chair of the Finance Group, on 07961 317 621 or email kathy.lewis@cimfinancegroup.co.uk

 

Meet the Committee

  

Kathy Lewis BCApSc, MBA, MSc, FRSA, CMCIM
Chair of the Finance Group
Kathy.Lewis@cimfinancegroup.co.uk
Kathy has worked in a range of banking organisations (trading floors, fund management and retail banks).  She currently holds a number of Non Executive Directorships at various organisations, as well as sitting on a number of committees in several professional institutes, including currently chairing the CIM MIG Board.  Her experience includes strategic communications and internal marketing at board level.

Kathy currently provides bespoke consultancy services in promoting and communicating organisational fitness and wellbeing, particularly during M&A and major change programmes, to the finance industry. She is well qualified and holds several degrees in business, health and psychology, along with Chartered Marketer status at the Chartered Institute of Marketing.

Kathy is also an author of a number of guide books and a variety of articles in popular press and professional journals, with guest media appearances on numerous radio shows.  She enjoys public speaking on a range of topics.
 

Garry Heath
Parliamentary Envoy
Garry.Health@cimfinancegroup.co.uk
Garry is a Leading Chairman and CEO in the financial services sector and formerly Director General of the IFA Association. He is the winner of several financial services and marketing awards in the Financial Services and Furniture industries.

He has successfully initiated radical change both internally within organisations and as a major player within the industry has represented

the industry in parliamentary forums and as a media spokesperson with regular press and TV appearances. Garry has built up and sold two national financial services businesses and is currently embarking on a portfolio career. He has been a member of the Chartered Institute of Marketing since 1982
   

Dawn Wills
Secretary
Dawn.Wills@cimfinancegroup.co.uk
Dawn is an innovative Chartered Marketer with 20 years of experience within the marketing industry, 13 of which have involved developing her own marketing services business.

Originally working within Banking and Insurance, Dawn worked for British Gas for eight years in a variety of marketing roles before embarking upon self employment.
Her commercial acumen and versatility have been demonstrated within a wide variety of business sectors, and she has achieved both local and national recognition of her marketing work. As well as providing training and published articles regarding setting up in business and marketing, Dawn also runs a fitness business based in Hertfordshire.
   

Abeke Samson
Treasurer
Abeke.Idowu@cimfinancegroup.co.uk

Abeke Samson currently holds the post of Treasurer for the CIM finance group. Prior to joining the Finance Group Committee, Abeke has had six years experience in marketing which has included a number of international financial institutions. An experienced fundraiser, principally for disabled children, Abeke also enjoys the challenge of supporting CIM events for good courses.

Abeke is an associate member of the Chartered Institute of Marketing. She holds the CIM Professional Diploma in Marketing

   
Sam Onigbanjo
Sam is an experienced Business Leader Management consultant and Excellent Communicator with over 17 years commercial experience Strategic business planning, people management and Total quality (EFQ) To date He has specialized in the improvement of business performance through the application of strategic marketing, business process reengineering, cost review/restructuring, organizational design and project management. In addition Sam assists his clients in defining their financial and corporate strategy and in obtaining appropriate forms of commercial and/or grant initiatives. Sam has successfully raised collectively over £10m for various clients.

Sam holds a 1st degree in Political science and numerous post graduate certifications, he has a special interest in “Marketing Africa” and its emerging markets. He is also a Fellow of CIM and had produced 3 audio books and CD’s on Finance, marketing and business growth.
He is also a keen student of marketing media houses. Sam is happily married with children.
   
   
 

Michael Lynch – text and photo to come
 

Alan Arul – text and photo to come
 

Luc Delauzun – text and photo to follow
 

Philip Preston – text and photo to follow
 

Michelle Mahiques – text and photo to follow
 

Mark Collins – text and photo to follow
 

Tim Wang – text and photo to follow
  AnaMarie – Text and photo to follow