Marketing Strategy & Support for Finance Events

  • Make a lasting impression on your audience at industry events
  • Host premium client experiences that strengthen relationships
  • Full-service execution—from campaign planning to on-site support
Top 3 Event Challenges We Hear from Marketing Teams

  • Unclear which events deliver real business impact
  • Low ROI from past event participation
  • High spend on events without measurable results

Our Events Services

We identify industry events, expos, and forums that align with your brand, audience, and goals, so you show up where it truly matters.

  • Discover top-tier events for relevance and ROI
  • Align speaking engagements with your brand authority
  • Target events that attract traders, investors, and institutional clients

We design exclusive experiences that build loyalty and trust—whether it’s an investor dinner or a private roundtable.

  • Host premium events for HNWIs, partners, or key clients
  • Tailor agendas around market insights or product innovations
  • Create memorable experiences aligned with financial professionalism

We support your team with the full execution of financial industry events

  • Handle logistics, branding, speaker coordination, and follow-up
  • Support across in-person, hybrid, and virtual formats
  • Maintain compliance with regulatory and brand guidelines

We help you to measure event impact across the funnel—from attendance to activated leads.

  • Track leads, conversions, and engagement from event touchpoints
  • Feed event learnings into CRM, email, and ad campaigns
  • Deliver clear, actionable reports to guide future strategy

We produce webinars for traders and investors: live, on-demand, and built to perform.

  • Create engaging webinars about financial markets
  • Support with speaker coaching, scripts, and production
  • Maximize reach with clips, recaps, and evergreen assets

Improve Your Events Strategy

Let’s uncover what’s holding your Events efforts back.

Schedule Discovery Call

How to get started with Events efficiently

Before booking flights or designing booths, get everyone on the same page. What’s the main objective: lead generation, branding, partnerships, talent acquisition? Aligning early ensures that your team stays focused and your KPIs are measurable and realistic.

Create a shortlist of relevant events and ask your network for honest input. Not every conference is worth the cost. Prioritize events with a proven track record of attracting your ideal audience.

Do your homework. Study the attendee list, sponsors, speakers, and past event highlights. Craft messaging that speaks directly to the crowd you’ll meet. Have tailored decks, pitch lines, and handouts ready—surprises at events are rarely good ones.

It’s not enough to just attend—stand out. Whether it’s through a panel appearance, hosting a side event, or running a creative activation at your booth, find ways to increase visibility and draw the right people to you.

Strike while the memory is fresh. Send follow-up messages within 24–48 hours of the event. Use personalized outreach across email, LinkedIn, or WhatsApp. Keep the momentum going and turn event contacts into actual opportunities.

Need help organizing your next trade fair or industry event? Book a free discovery call and let’s plan your next event together.

Specialists in Events for Financial Services

Let us help you improve your Events efforts and deliver tailored, scalable solutions.

Global Network

A trusted ecosystem of creators, developers, and growth specialists worldwide.

10+ Years Experience

Over a decade of proven expertise
in digital marketing and strategy.

Financial Markets in our DNA

Deep-rooted knowledge of financial services
and passion for trading and investing.

Tech Obsessed

We leverage the latest marketing technology to drive measurable outcomes.

We use Events
to generate Traffic for

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Achieve better results with Events

We’re a specialized team with global experience in the financial space. Let’s explore how we can support you to reach your goals.

  • Overview of our strategic approach and services
  • Discuss your goals and challenges around Events
  • Explore if FYI is the right partner for your growth
Christian Görgen

Christian Görgen

FinTech Advisor & Founder @ FYI