STRATEGY + MARKETING + CREATIVE + EXPERIENCE

Insight
By Molly Presly
19th Jul 2024

Traditional approaches to networking can be valuable, but they often fall short of creating sustained connections among decision-makers. We think the future of networking lies in more creative approaches that have more substance than a handshake and business card exchange. Read on for our tips on creating meaningful connections at finance events.

1. Curated roundtables

These more intimate settings allow for more in-depth, personalised conversations on topics that interest all parties present. Attendees sharing an interest or challenge are much more likely to have a more collaborative discussion and share anecdotal experiences, and insights, encouraging participants to stay in contact.

2. Interactive workshops

A more hands-on approach is always more interesting – meaning guests are working together in a more engaging way. Breakouts of smaller groups also encourage more in-depth conversations between participants.

3. Experiential learning sessions

Whether it’s interactive highlights from your brand’s portfolio or inviting guest speakers from other inspiring finance brands, giving attendees something to discuss together gives common ground and will make guests more engaged with your event content.

4. Mentorship schemes

Including mentorship programmes as part of events by pairing more experienced professionals with those up-and-coming is a great way of building connections through sector-specific knowledge sharing.

5. Themed networking 

Themed networking by separate zones focused on the likes of fintech, and sustainable finance make sure attendees with similar interests can have more targeted discussions, making them more likely to connect on a long-term basis.

6. Problem-solving sessions 

Tackling industry-specific challenges is not only helpful for finance professionals in their day-to-day work but they also foster partnerships between participants due to the conversations being of value beyond the networking event.

7. Digital platforms 

As much as we believe in person is the most powerful approach, having a digital platform for your finance event encourages interaction pre-event, during and post-event. From personalised agendas to online forums, these can put guests in touch with the most relevant people.

8. Bring wellness to the forefront

Whether it’s yoga, breathwork or team-building, a more relaxed environment can often be more beneficial for making personal and genuine connections, especially at corporate events which can traditionally be quite dry (we’re here to change that)

9. By the fireside

More relaxed storytelling sessions where finance leaders share their experiences and insights seem more relatable and create a more open atmosphere that act as a catalyst for conversations and questions among guests.

10. Bring in your ESG & CSR initiatives

Encouraging participants to work together for causes they are passionate such as their finance firm’s environmental initiatives which can be challenging to navigate in silo, encourages long-term connections based on knowledge sharing.

From the experience of both attending and executing finance events, our team understand the intricacies and the importance of creating meaningful connections at finance events. We always take a comprehensive approach to facilitating deeper connections among decision-makers by collaborating closely with our B2B clients to understand their goals for each event, ensuring it meets their brand’s objectives.

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