Sam’s passion for helping small businesses access the loan funding and support needed to thrive was ignited whilst she was an adviser to Archbishop of Canterbury's Task Group for Responsible Credit and Savings.

She is responsible for setting the strategic direction of AskIf and for ensuring it creates value for borrowers, responsible finance providers, investors and shareholders. Sam believes passionately in entrepreneurship and the opportunities that it creates and wants to give businesses the greatest chance of success by ensuring that they and the entrepreneurs standing behind them have the support and access to financial services that will help them make success a reality.

Prior to starting AskIf Sam worked for 20+ years in the financial services industry, largely at Barclays Investment Bank and then leading the lending business of Barclays Wealth and Investment Management. She has a proven record of leading business and change management programmes across a variety of departments within the bank. Sam graduated from Oxford University with an MA (hons) in Mathematics

Suzi Bentley Tanner, who leads the Strategy function within ENGINE, has over 20 years of experience in advising clients across multiple sectors – Financial Services, Healthcare and Retail – to effectively thrive in uncertainty, driving growth and improving operational efficiency.

She has a strong track record in delivering robust strategies that are both pragmatic and achievable, and has extensive experience supporting high profile companies such Santander, E.ON, and Avon to reach their digital and business transformation ambitions.

Kirsten leads a strategic marketing consultancy to help wealth managers grow their businesses and reach new audiences. She focuses on digital marketing transformation, sales enablement, and targeting emerging client segments. She has also worked extensively in the areas of international marketing and impact investing. Prior to founding her consultancy, Kirsten had over 20 years of experience in financial services in both the US and UK across wealth management, asset management, consumer and private banking. She sat on the Management Committee of UBS Wealth Management in the UK & Jersey leading marketing and growth. She also helped launch the new Standard Chartered Private Bank and was their Head of Marketing for EMEA & the Americas. She holds a marketing degree from Boston College, and an MBA in Global Brand Management from the Thunderbird School of Global Management.

Moira Clark is Professor of Strategic Marketing at Henley Business School and Founder and Director of The Henley Centre for Customer Management. Moira is a leading expert in Strategic Customer Management; her main areas of research and consulting are in Customer Management, Customer Centricity, Customer Experience and the drivers of Customer Retention and Service Excellence. She has worked extensively in the area of culture and climate, its impact on retention and loyalty, and the critical linkages between employee behaviour and customer retention.

Moira joined Henley Business School from Cranfield School of Management in 2005. Prior to her academic career, Moira was a successful international marketing consultant based in Munich where she was involved with a wide range of industries including service industries, engineering, consumer and industrial goods manufacturers. She has also worked as a Marketing Director for an international health food manufacturer and as a Marketing Manager for the toiletries subsidiary of Dunhill International.

David has a career track record in senior commercial management positions in media. He worked for nine years as the Group Publisher of Centaur’s Financial Portfolio before moving to the Managing Director role at The Financial Services Forum where he has been for the last eight years.

In a wide-ranging career, Niels has been an editor both for the Korean arm of the International Herald Tribune and Korean Air’s inflight magazine, a PR consultant on the global LG Electronics account, and the co-founder of a start-up.

Returning to the UK in 2011, Niels gained an MBA from Cranfield School of Management and has been working in financial communications ever since. Niels is the managing director for Copylab UK and Europe.

Michael has extensive leadership experience in marketing, business development, communications and sales. He is an experienced educator, mentor coach and non-executive director.

I’m an analytical innovator who loves evidence and inspiration in equal measure. I’ve been lucky enough to work on planning and communication campaigns for FMCG, automotive, tech, leisure and service brands for over 30 years, but my real passion has always been financial brands.

Malcolm has experience of senior management and marketing in financial services and consumer goods, in line roles, as a consultant and as an editor and author. He is also experienced in non-executive and third-sector roles.

Malcolm is a frequent contributor at conferences and seminars, especially at the University of Nottingham.

Richard is a well known and respected member of the financial services community having had a career spanning over three decades. He is a regular market commentator, with his comments on policy and the general market regularly featuring in the National Press. 

Today, Richard is probably best known as the Sales & Marketing Director of Phoebus Software (PSL), a company specialising in loan servicing and that has expanded rapidly since he started there in 2011.

Today, over £70billion of assets are serviced on the Phoebus platform in the UK & Ireland. In 2019, Phoebus undertook a MBO funded by Northedge Capital, and today Richard remains on both the Main Board and Senior Executive Team. 

Prior to his tenure at Phoebus, Richard founded IBC Global, a management consultancy specializing in technology, operational design and funding. He was pivotal in the success of many mortgage businesses in the 2000's, and undertook work globally including UK, North America, Northern Europe and the Middle East.

Ben is an experienced Chief Marketing Officer and business advisor, with an enviable track record in delivering growth and turning ventures around. Cutting his teeth in advertising back in the 90s, Ben worked on a number of high-profile brands and campaigns including Microsoft, JP Morgan and the launch of MORE TH>N.

Ben moved to MasterCard in 2005 where he led the award-winning Priceless advertising campaign for several years and launched contactless payments into the UK. In 2010, Ben joined Royal Mail where he was responsible for marketing including insight, digital, content, social, CRM, performance and brand marketing communications. Ben was Group Marketing Director for the £7bn turnover UK business for three years. At Royal Mail, Ben’s mission was to win, keep and grow customers through integrated marketing across consumer and business markets in the UK.

Highlights have included launching a £1bn media channel for advertisers, a customer value segmentation unlocking £30m revenue, digitising marketing and improving performance 4-fold, and more recently transforming the digital estate and establishing a category leading social media presence.

Since leaving Royal Mail, Ben has been advising several technology ventures in the Oxford Foundry and leAD accelerators, as well as scale up and more established SMEs with guidance on strategic positioning, brand definition and go to market planning. Ben is also a regular contributor and columnist with Marketing Week and eConsultancy.

David is one of the world's leading futurologists and strategic thinkers, having founded GFF (Global Futures & Foresight) in 2006. ​ Before founding GFF David held numerous strategic roles including strategic marketing director for Unisys $2 billion global financial services business. Whilst at Unisys he co-created their Global Futures Forum. ​

He is widely sought after as a professional futurist, author and speaker, having addressed over 450 conferences and events in 42 countries across 5 continents in the past ten years. ​ Peer review by Patrick Dixon, Chairman of Global Change, and perhaps the world's number 1 ranked futurist, says of David that he is: "One of the world's leading authorities on global trends. He leads a powerful research team and is a fascinating speaker. He has helped some of the largest multinationals identify and respond to significant trends and is much sought after for his advice". ​

David has also helped academic institutions and industry associations to embrace change and prepare innovative strategies to renew themselves and generate new growth. He helps organisations think about key issues of the near future and stimulate out of the box thinking.

Brian is an Insight leader with over 25 years experience across multiple sectors including legal service, technology, utilities and public service. In his current role, Brian leads the insight function focusing on how best to leverage AXA IM’s customer behavioural data asset to drive better engagement with the AXA IM brand.

A researcher by trade, Brian’s skills have evolved to include driving growth through data and works closely with technology departments to deliver transformation and change. Since his arrival at AXA IM in 2017, Brian has been leading the implementation of new marketing automation tools across all markets.

Nuala is an experienced strategic adviser/NED, currently with MindEquity, working with organisations to create reputation, commercial and cultural change. She is an award-winning marketeer and behavioural scientist.

Nuala has nearly 3 decades of strategic, commercial and governance experience in asset management, investment banking and consulting. 

Jason is a professional, innovative and customer led Senior Digital Product Manager with a strong blend of commercial and technical acumen, excellent collaboration and communication skills, and agile/scrum development experience, all of which have been gained through 7 years of delivering iterative, data driven experiences at both a start-up and corporate level.

Jason is passionate about experimentation and behavioral economics and working on Fintech projects that help customers enhance their financial wellbeing.