100 Pioneers

100 PIONEERS

Help shape the future story of financial services

There are financial services professionals who believe there must be a better way.

A better way to understand clients.

A better way to engage people with their money.

A better way to connect financial decisions with the lives people actually want to live.

They are the Explorers and Creators of financial services.

And I am looking for 100 of them.

The Financial Story Pioneers

I am inviting 100 innovative financial services professionals from around the world to share the story behind what they are changing, exploring and creating.

Not because they have all the answers.

Quite the opposite.

Because they are willing to ask better questions.

What is changing in the relationship between people and money?

What are clients really looking for?

What is financial services still getting wrong?

What are you trying to change?

What are you creating?

What have you learned along the way?

And what could financial services become?

Your story matters

Every pioneer has a story.

Perhaps there was a moment when you realised that the traditional way was no longer enough.

Perhaps you met a client whose experience changed the way you think about money.

Perhaps you are building a new proposition, exploring financial wellbeing, rethinking retirement, transforming advice or finding a new way to engage people.

Perhaps you simply have a strong feeling that there must be a better way.

I want to hear that story.

Because getting your own story straight can help you understand your own journey, your choices and your ambitions.

And sharing that story can help others who are trying to change financial services too.

Get your story straight.

Reach out with your story.

Inspire others.

HOW IT WORKS

The first step is simple.

You receive a StoryDiscovery questionnaire designed to help you reflect on your journey, your ideas and your vision for the future of financial services.

Your answers may lead to an invitation for a deeper online conversation.

Some conversations may eventually become stories that we share with a wider audience — always in dialogue with you.

The purpose is not to create a collection of corporate profiles.

It is to discover the human stories behind innovation in financial services.

WHY 100?

Because one story can be interesting.

But 100 stories can reveal a pattern.

By listening to 100 pioneers, we can begin to discover:

  • what innovative financial professionals are seeing that others are not;
  • what is changing in the relationship between people and money;
  • where clients remain disengaged;
  • what new approaches are emerging;
  • what the next generation of financial services might look like.

And perhaps we will discover stories and challenges that we have not yet imagined.

That is important.

We are not starting with all the answers.

We are starting with 100 questions and 100 people willing to explore them.

WILL YOU BE ONE OF THE 100?

If you are exploring, creating or challenging the way financial services engage people with their money, I would love to hear your story.

Become one of the 100 Financial Story Pioneers.

[I WANT TO SHARE MY STORY →]