Precision Marketing in Financial Services - Wealth, Asset Management & Private Banking
Driving Growth Through Events, Data & Proven ROI
Event Overview
In today’s competitive landscape, wealth and asset managers face growing pressure to not only attract new clients but also deliver unique, personalized experiences that build lasting relationships and justify marketing investments.
Join Salesforce and Nexell for an exclusive roundtable designed for senior marketing leaders in Swiss financial services. Together, we’ll explore how modern strategies — from lead generation and events to data-driven attribution — are reshaping engagement, boosting ROI, and driving measurable business growth.
Why Attend
This intimate leadership roundtable brings together C-suite and senior decision-makers from private banking, wealth, and asset management. Set against the backdrop of one of Zürich’s most elegant rooftop venues, it’s a rare opportunity to:
- Exchange insights with peers and industry leaders
- Explore cutting-edge Salesforce marketing capabilities
- Understand how personalization, trust, brand differentiation and brand authenticity drive sustainable success
- Hear from guest experts in marketing strategy, branding, and academia
Topics include
- Event-led Growth & Lead Generation: How strategic events and marketing can drive pipeline and client engagement.
- Data-Driven Marketing & Attribution: Proving ROI through smarter campaign measurement.
- Personalization at Scale: Creating bespoke experiences for wealth and asset management clients.
- Trust & Value in a Regulated Industry: Building credibility while navigating compliance and complexity.
Event Details
Date: Tuesday, July 1, 2025
Vanue: Signature Rooftop, Zürich HB
Logistics: ~25 Participants | Invitation-Only | Refined Standing Lunch
You are interested? Contact us now!!
We look forward to welcoming you for engaging conversations, actionable insights, and meaningful networking — all in a unique, elevated setting.
