Balancing profit and purpose: guiding customers to the right financial solutions
10 February 2025 | 10:30 -11:30 | Zoom meeting
This discussion will be led by...
Steve Coppard
Join this session to discuss key themes in a private forum with 6-10 peers from across the credit industry.
The customer advice market is under increasing scrutiny as the promotion of Individual Voluntary Arrangements (IVAs) continues to outpace other solutions, often driven by financial incentives. Yet, for many customers, alternative options could yield better outcomes.
Naturally, with debt packager fees no longer in play, the rise in the number of IVAs raises an important question: to what extent is this increase driven by external economic pressures, and how much stems from advisory firms intensifying their focus on promoting IVAs internally?
This roundtable will explore the ethical and operational challenges of ensuring customers are directed towards the most appropriate solutions for their financial needs.
Join industry leaders as we examine how to strike the right balance between commercial interests and delivering optimal customer outcomes. We will also consider how fostering a fair and sustainable approach to non-debt and debt advice aligns with consumer duty.
Your time to shine
Seize your chance to interact directly with our collections experts by asking questions in person , and on-screen, during the live broadcast on 9 September.
A unique opportunity to get all YOUR pressing questions answered, here are the themes that will be tackled during the broadcast:
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Consequences of a weakened due diligence process: KYC/AML checks |
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Fraud and financial crimes prevention |
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Avoiding reputational damage through your collection efforts |  |
Pressures vs vulnerabilities: How to position your collections teams with new regulatory pressures |
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Adjusting to the changing landscape in collections |  |
Building an effective collections team |
SPEAKER PANEL
Watch this space as we will soon announce all the experts that will be part of our exclusive panel!
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Amber-Ainsley Pritchard Group Editor Shard Financial Media Amber-Ainsley is an established B2B editor in-print, online and in-person. Experience in hedge fund, credit, restructuring and people media. She is currently overseeing the content agenda for Reward Strategy, Credit Strategy, TRI News and FSE Media. |
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Richard Stevens Chief Executive Officer Momenta Richard is Momenta’s CEO and was the founder of the original business in 1992 following his early career of 10 years in a number of roles within financial services organisations. He therefore has over 30 years sector experience predominantly in the regulation, risk and remediation areas and has successfully led Momenta to be a dominant service provider in that space. He is responsible for the overall business strategy, focusing now specifically on growth and diversification. In addition, he has operational oversight with key reports of the, Chief Operating Officer, Chief Finance Officer and Chief Revenue Officer. He is also responsible for all key strategic alliances and investor relations. |
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Simon Green Head of Unsecured Credit Risk Santander |
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Jason Wassell Chief Executive CCTA |
Our Headline Partner
Companies are adapting their traditional working models to be more agile, flexible and remain competitive in the market. Momenta is at the forefront of building a worldwide ecosystem of contingent associates. Partnering with companies to cost effectively provide the right people, with the right skills, at exactly the right time. For over 30 years Momenta has deployed skilled associates within the Financial Services, Legal, Technology and Training & Development sectors. Today, our global ecosystem of over 30,000 associates provides professional services to leading companies worldwide.
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