Winners 2010

Finalists 2010

• 1. Social responsibility and community banking

  Akbank – Power of Thinking Education Initiative
  Bank of Valletta – Community Relations Programme
  Charity Bank – Charity Bank
  The Mansfield Building Society – Community Based Initiatives
  Turk Economy Bank – AFD Loan

• 2. Innovation in social enterprise and inclusion

  Akbank – Ideas Paving the Way to Business Programme
  Bankinter – “Social Innovation” Future Trends Forum
  CAF Venturesome – Risk Capital for Social Enterprises and Charities
  Charity Bank – Charity Bank
  The London Borough of Lewisham – Prepaid Cards for Disadvantaged Young People.

• 3. Innovation that contributes to environmentally acceptable policies and actions

  Akbank – Environmental Initiatives
  HSBC – Business Internet Banking
  Standard Bank – Green Computing System
  Standard Life – Shareholder Communications
  TEB BNP Paribas Joint Venture – Mobil-Ink

• 4. Innovation in the delivery of financial products - Mobile and internet banking

  Bankinter – Contextual Mobile Banking Platform
  Barclaycard – mybarclaycard
  Natwest/RBS – iPhone App
  The Royal Bank of Scotland – PayAway- IPDirect
  Wonga.com – Wonga iPhone App

• 5. Innovation in the delivery of financial products - Banking services

  Akbank – Credit Card – Instant Limit Increase at the Point of Sales
  Barclays Bank – Barclays successfully launches two new insurance products
  Barclays Bank – Customer Connect
  Phoebus Software – New rental-based pricing structure
  Standard Life – Shareholder Communications

• 6. Excellence in customer service

  Barclaycard - mybarclaycard
  Barclays – Premier Life
  Barclays Bank – Ask a Question
  Ageas & Age UK – Age UK Insurance Customer Service
  Lloyds – In Housing of Credit Card Copy Statements

• 7. Excellence in customer communication

  Charity Bank – Communications with CITRA Customers
  HSBC Holdings Ltd - 2009 Future of Retirement, "It's Time to Prepare"
  MetLife – Unit-Linked Guarantees
  Santander – Ferrari Card
  Wonga.com – Wonga.com

• 8. Innovation in product design - Financial Services

  Akbank – Smart Tariffs
  HSBC – Split Loan Mortgage
  MetLife – Capital and Income Guarantees
  Mansfield Building Society – Shared Ownership Initiative in association with South Yorkshire Housing Association
  Santander – Ferrari Card

• 9. Innovation in product design - Business banking

  BRE – Prepaid Cards
  BRE – Automatic Mass Payment Identification
  Clydesdale – Business Cards
  RBS - Manufacturing Fund
  RBS – The RBS SWIFT Service Bureau

• 10. Innovation in supporting customer decision-making

  Friends Provident - Scheme Exemption Test Tool
  Banco Best - Online Banking
  Barclays Bank - CDD On-line
  HSBC Bank - HSBC Mortgages – Find and Compare Tool
  Lloyds Banking Group - Leads Mop-up Mailing

• 11. Excellence in change management

  Barclays Bank - Change Management
  Barclays Business - Telephony Channel Lending
  Hermes Fund Managers - Genesis Programme

• 12. Transforming performance or customer service through technology - Mobile and internet

  Akbank – Bulk Foreign Currency Payments
  Banco Best – Online Banking
  Barclays Digital – Mobile Banking
  Citibank NA Philippines – Cit Mobile
  Turk Economy Bank – TEBlackberry

• 13. Transforming performance or customer service through technology - Financial services

  BBVA – ABIL – self service banking
  Barclays Bank – CDD Online
  Barclays Bank - New quote and sales system
  Ageas - Glass's Value Assessor
  ING Belgium - Compliance Business Process Improvement & Automation

• 14. Excellence in risk and management control

  Bankinter - RAR and Variable Remuneration
  Charity Bank - 'Social Lending' Model
  ING Belgium – Compliance Business Process Improvement & Automation
  Lloyds Banking Group - Andover Service Centre
  Pricing Partners - Price-it Solution Suite

• 15. Innovation in staff participation

  Allianz Insurance – Team Based Innovation
  Aviva – Aviva Customer Cup
  Bank of Valletta – Staff Suggestion Scheme
  Bankinter – Employee Centric Innovation
  BNY Mellon - Innovation

• 16. Innovation in staff development

  Barclays Corporate Risk Training Team – Risk Team
  Darlington Building Society – Code of Ethics Policy
  Lloyds Banking Group – Experienced Managers Programme
  Lloyds Banking Group – Change 4 Life Programme
  Lloyds TSB Commercial – CTP Training and Travis

• 17. Excellence in SME customer service

  Bank of Valletta - SME Programme
  Barclays Business - Business Professional Training Programme
  HSBC Bank - Business Internet Banking
  Turk Economy Bank - SME Consultants
  Turk Economy Bank - SME Academy

Judges 2010

• suzanne
• ali
• marc
• rod
• james
• tony
• david
• sushil
• mark

The judging panel combines extensive academic knowledge and industry expertise with many years' experience in the fields of financial services, insurance and technology. Many of the judges have been involved in projects like those nominated here for awards and have experienced the hours of hard work, the highs and the lows that such undertakings entail. They therefore bring a wealth of relevant skills and knowledge to the judging panel.

We are pleased to introduce the members of the judging panel.

Suzanne Chadwick MBA - The Chair of Judges

RDR & Training Adviser for Sesame Bankhall, the IFA Support Services Provider. Suzanne’s current role is within Group Strategy. Suzanne has over 20 years of experience within financial services, several of these within sales, management and regulated supervision. Suzanne is a qualified training consultant, having achieved her Certificate in Training Practice (CIPD) in 2000. Prior to joining Sesame Bankhall, Suzanne worked as a successful sales consultant and regulated trainer for a large UK bank assurer. Suzanne completed her Master’s degree in Personnel and Development at Liverpool John Moores University and has recently completed her MBA at Chester University. Suzanne is President of the local Manchester ifs Committee and is also a member of the ifs FE Board.

Alison Thomas Steer MBA - Co-ordinator for nominations and Judges

Alison is a freelance journalist specialising in the financial services and technology industries. She has a BA in European Business Administration from ESC Reims, France, and an MBA from Cranfield University. Having gained marketing experience in the IT sector, she later worked in consumer credit and then as a consultant in the financial services industry.

Marc DonFrancesco - Group Head of Marketing, Towergate Partnership

Marc has enjoyed over 20 years in the insurance industry, having worked with both insurance companies and brokers before joining Towergate Partnership in 2006 as Group Head of Marketing. Towergate is Europe’s largest independently owned insurance intermediary and is renowned for its innovation and successful reinvention of the general insurance distribution model. Marc has a Masters degree in Marketing and Strategy Management, holds a qualification from the Chartered Institute of Marketing and has a Chartered Insurance Institute Diploma.

Rod Duke Fifs

Rod is a director of his own consultancy business, which specialises in providing advisory services to the financial services industry and its principal suppliers. He has been involved in private equity provision as a business angel on his own behalf and has represented other investors.

Jay Elwes

James Elwes is the editor of Financial World magazine, where he has worked for four years. Previously he worked at CNBC, the cable television business channel and also in Euromoney’s Legal Media Group. He has an MA in English literature from Edinburgh University and his current fixations include his seven month old son, test cricket and Montaigne.

Dr Anthony Gandy

Tony is Reader, Postgraduate Programmes at the ifs School of Finance. He has a background in studying the conjunction between technology and financial services strategy. Since gaining a PhD from the London School of Economics he has worked in financial journalism, investment banking and consulting to the banking and technology industries.

David Morrish FCIB - Director, DJM Risk Management (Former Head of Operational Risk, Wholesale Banking, Lloyds TSB)

David has been in banking for over 35 years, retiring from Lloyds TSB in January 2008 to become an independent risk consultant. In his time with Lloyds, David had many diverse roles. These included leading the Bank’s main international trade finance branch in Lombard Street and also its principal operational centre for global corporate customers based in London and Gillingham. As an internal auditor, David’s audits included treasury operations in London, equity trading in Frankfurt, commodity trading in New York and international operations in Sydney and Wellington. He is currently working at the Bank of England.

Sushil Saluja

Sushil Saluja is Managing Partner of Accenture’s Financial Services business in UK/Ireland and India, having joined the company in 1988. He currently oversees the delivery of consulting, technology and outsourcing services for clients across banking, insurance and capital markets. Sushil is a member of the Board of TheCityUK and on the Board of the Scottish Financial Enterprise. He is a Fellow of the Royal Society of Arts.

Mark Sismey-Durrant FCIB, FRSA

Mark is currently a Director of his own consulting company and works with a number of banks and start up banking businesses. He was formerly Chief Executive of Sun Bank Plc and Heritable Bank Plc and a former Board and Strategic Marketing Director of Sun Life Financial of Canada (UK) Ltd. He has established a number of banking businesses in retail savings, offshore markets, asset and professionals finance, mortgages and property finance. In 2006, he led his team at Heritable Bank to create the on-line savings business Icesave for the parent company, Landsbanki. He started his career in Midland Bank and has worked in retail, commercial and international banking across a full spectrum of disciplines. He was on the Board of the BBA, is President of the Loughborough University Alumni Association and a Council Member, He is a Court Assistant for the Worshipful Company of International Bankers (with close links with the IFS) and was Chairman of the British Icelandic Chamber of Commerce. He holds a BSc in Banking and Finance and an M.Phil both from Loughborough University.

Company Profile: BDO

BDO LLP is the UK member firm of BDO, the world's fifth largest accountancy network with more than 1,000 offices in over 100 countries*. We specialise in helping businesses, whether start-ups, mid-tiers or multinationals, to achieve their goals.

Through our own professional expertise and by working directly with organisations, we have developed a robust understanding of the factors that govern business growth. Our objective is to use this to help our clients maximise their potential.

www.bdo.uk.com

Company Profile: Worksmart

Worksmart are the leading niche workflow software supplier within the Financial Services market, providing a set of products that are capable of rapid tailoring to suit a variety of Sales, T&C, Compliance and HR processes. Worksmart's software helps its FSA regulated customers turn the cost of regulation and compliance into an investment in service excellence, reducing the risk of fines for regulatory breaches, driving TCF outcomes, whilst improving the effectiveness and productivity of existing management and information systems.

We exist to maximise the positive impact the intelligent software solutions have on our client's people, teams and customers. Our focus is always on giving our clients a competitive edge whilst enabling them to embrace intelligent software technology to drive tangible business transformations and significant improvement. Great people work smarter.

www.worksmart.co.uk