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ActionAble Financial Services Roundtable – Case Study Submission Form

Introduction & Guidance

As part of the Financial Services Roundtable, we’re collecting short, attributed case studies and insights that illustrate how senior leaders are driving disability inclusion across financial services.

Your contribution will help shape the post-event report and highlight practical examples of leadership in action – from strategy and culture to customer experience and community impact.

What to share:

  • A short case study, quote, or leadership insight connected to disability inclusion (approx 250 words)
  • A high quality image to go alongside the case study (png format, with supporting alt text)
  • Examples of programmes, policies, or initiatives led or championed by senior leadership
  • Reflections on what has worked, what you’ve learned, or what’s changing in your organisation
  • Any data points or outcomes (e.g. “25% increase in disclosure rates”, “launched inclusive recruitment toolkit”)

Guidelines:

  • Keep entries concise – maximum 250 words (around half a page)
  • Include an attributed quote (name and role)
  • You may upload supporting links, images or documents
  • Submissions can be made before, during, or after the Roundtable
Contact Name(Required)
A short headline or theme for your case study or insight (e.g. “Embedding accessibility in our product design process.”)
Please include: The leadership role or action taken, the challenge or opportunity addressed, key data points, outcomes or learnings, and how this supports disability inclusion across colleagues, customers, or community
A short, attributed quote from a senior leader on the value or impact of this work (e.g. “Driving inclusion has strengthened how we serve our customers and support our people.” - [Name, Role])
Add a link to any published resources or supporting information
Upload any relevant document (e.g. internal summary, press article, slide)
Drop files here or
Max. file size: 512 MB.
    Please upload one high-resolution image that visually represents your organisation or the initiative described. Minimum width: 900px
    Accepted file types: jpg, png, Max. file size: 512 MB.
    Provide a short (1-2 sentence) description of the image for accessibility purposes. Alt text should describe what’s in the image and its relevance, not restate the caption (e.g. “Two senior leaders from [organisation] presenting their disability inclusion strategy at the annual forum.”)
    Content agreement(Required)
    Consent for communications(Required)
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