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News, thoughts, and insights for financial marketers

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Event Management

Event Management and the Client Experience

Gavin John / June 12, 2019
Read how event marketers in financial services can ease their workload while delivering an event their clients will love.Continue reading
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Event Management

Event Planning for Financial Services: Tips for Success

James Michael / November 19, 2018
In this post, we outline tips for hosting a financial services event with a successful turnout and ways to follow up afterwards.Continue reading
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Event Management

Webinar: Event Management – Keys to Event Planning Efficiency

StoneShot / May 2, 2018
Event planning can be a challenge if the right processes are not in place, especially if multiple events are being managed at once. Watch our on-demand webinar to hear new trends and best practices for automating your events.Continue reading
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Event Management

Creating a Winning Webinar: Helpful Tips for Launching Your Next Event

Adele Baltuoniene / March 13, 2018
Many successful companies differentiate themselves from the competition and offer immense value to their customers by utilising the power of digital events. Host a seamless and successful webinar for your clients with these helpful tips. Continue reading
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Event Management

7 Tips on How to Execute a Well Planned Financial Services Event

Chrissy Perez / December 22, 2017
Executing a well-planned financial event
On occasion I overhear some saying, “all asset managers are the same.” While we all know that may not be true, performance of services […]Continue reading
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Event Management

Creativity in Event Management for the Financial Industry

Adele Baltuoniene / November 2, 2017
Event management for financial services
Navigating the compliance complexities of the financial services industry while promoting events can be tricky. What marketers can do, however, is to look for […]Continue reading
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Event Management

StoneShot Is Attending PAICR 2017

Hristina Mangelova / October 25, 2017
StoneShot attends PAICR 2017 in NYC
Holiday season may be drawing closer but as you devour pumpkin-spiced everything, we’d like to draw your attention to an exciting industry event. The […]Continue reading
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Event Management

The Importance of CTAs in Financial Event Marketing

Adele Baltuoniene / October 24, 2017
event management in financial services
Promoting financial events is exciting – there’s always a buzz, you see lots of preparations. Most importantly, however, it’s a good opportunity for a […]Continue reading
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Event Management

Crafting the Perfect Financial Event Subject Line

Will Albrecht / September 14, 2017
email conference
Just when you think you’re finished putting together the perfect event invite email, you realize it still needs a subject line. A bead of […]Continue reading
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Event Management

Successful Financial Event Planning – Building & Keeping Your Audience

Will Albrecht / August 22, 2017
Event crowd
Planning an individual conference or event is demanding and labor-intensive. Add on more than a dozen different cities, venues, and guests, and you’ve got […]Continue reading
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