Shape Finance

ABOUT SHAPE FINANCE

Research-led events and market intelligence for financial-services leaders.

Shape Finance brings senior financial-services practitioners together around the technology, operational and implementation questions shaping their roles. Our work combines ongoing market research, focused executive events and original intelligence.

Our aim is simple: better conversations, with the right people, around the questions that actually matter in practice.

WHAT WE DO

Research, intelligence and focused executive events.

Shape Finance combines ongoing market research with carefully curated events and original intelligence, creating a continuous view of the priorities and implementation challenges facing financial-services leaders.

01 · RESEARCH

Listening to the market

We speak with practitioners across financial services to understand the priorities, constraints and questions shaping technology and operational change.

02 · EVENTS

Convening the right people

Those conversations inform focused, invitation-led forums designed around relevant peer groups, practical discussion and carefully controlled partner participation.

03 · INTELLIGENCE

Carrying insight forward

Themes emerging from research and events feed into future programmes, original analysis and the questions we continue exploring with the market.

HOW THE MODEL WORKS

From market conversations to better-informed events.

Our programmes are built around recurring questions we hear from practitioners, rather than around a fixed content calendar.

01 - Listen

Practitioner conversations

We speak with people working directly across financial services to understand current priorities, constraints and areas of uncertainty.

02 - Identify

Shared questions

We look for themes that recur across different firms and roles, separating broader patterns from isolated observations.

03 - Build

Focused programmes

Those questions shape agendas, research themes and discussion formats designed around practical relevance rather than broad coverage.

04 - Convene

Relevant peer groups

We bring together carefully selected practitioners and a proportionate number of relevant technology partners around those questions.

05 - Carry forward

Ongoing intelligence

What we learn feeds into future research, events and original Shape Finance analysis.

WHAT MAKES THE APPROACH DIFFERENT

Focused by design.

Shape Finance events are intentionally smaller, more targeted and more practitioner-led than broad industry conferences.

Research-led agendas

Our programmes are shaped through ongoing conversations with practitioners, helping us focus on the questions teams are actively working through.

Carefully selected audiences

We build around clearly defined senior practitioner communities rather than broad, high-volume attendance.

Practical discussion

Sessions are designed to surface implementation experience, trade-offs and areas of disagreement rather than generic thought leadership.

Relevant technology participation

Technology partners are included selectively, with participation shaped around genuine relevance to the audience and programme.

TRACK RECORD

Built around relevant people and real participation.

Shape Finance events bring together senior practitioners from banks, lenders and other financial institutions, alongside a carefully controlled group of relevant technology partners.

SELECTED ORGANISATIONS REPRESENTED

FOCUSED FORMATS

Designed for depth, not scale

Events are intentionally kept more intimate so participants can spend more time in relevant conversations and less time navigating a crowded floor.

PRACTITIONER-LED

Built around operating experience

The programme is shaped by what practitioners are working through in practice, with discussion focused on real implementation questions and trade-offs.

PARTNER FIT

Commercial participation stays controlled

Technology partners are selected for relevance to the audience and programme, helping preserve the practitioner-led environment.

BEHIND SHAPE FINANCE

Founder-led and close to the market.

Shape Finance is a small, founder-led business. That keeps the people developing the events, conducting the research and speaking with participants close to the conversations taking place across the market.

Oscar Cunningham

Co-Founder & Director of Events

Oscar leads Shape Finance’s event development, research and commercial strategy, working directly with financial-services practitioners and technology companies across the portfolio.

EXPLORE SHAPE FINANCE

Where to go next

Explore our events

Focused forums for senior leaders across financial services.

View events ->

Read our insights

Original research, synthesis and analysis from across the Shape Finance network.

Explore insights ->

Partner with Shape Finance

Explore relevant opportunities across the event portfolio.

Partner with us ->