Banking Transformation Summit

May 19-20, 2026
Tobacco Dock, London, United Kingdom

Where Europe's senior banking community converges to shape the future of financial innovation and transformation.

1,000+
Attendees
120+
Companies

What is Banking Transformation Summit?

The Banking Transformation Summit gathers over 1,000 senior executives and decision-makers from 120+ European banks and building societies. Attendees engage in strategic discussions and explore innovations to drive the future of finance. This event offers a unique platform for networking and lead generation, providing direct access to key players controlling significant transformation budgets. Learn more at Banking Transformation Summit website

Who Attends

  • C-Suite & Founders driving strategic banking transformation
  • Managing & Senior Directors
  • Business Line Leaders
  • Banking & Building Society Execs from retail, SME, corporate, wealth, lending
  • Transformation Budget Holders controlling significant investment funds

Key Topics

  • Banking Transformation Strategies
  • Future of Banking Innovation

Why Banking Transformation Summit Matters for B2B Teams

Scale & Community

Over 1,000 senior executives from 120+ banks and building societies converge, creating an unparalleled concentration of industry leaders.

Decision Makers

Attendees are C-suite, directors, and decision-makers with direct control over significant transformation budgets for their institutions.

Practical Outcomes

Engage directly with key banking professionals to accelerate sales cycles and influence the future direction of financial innovation.

The Challenge

Why Most Teams Fail to Maximize Event ROI

Without preparation, Banking Transformation Summit becomes an expensive networking trip with nothing to show.

Unusable Portals

1,000+ attendees. No way to filter by ICP. Finding ideal prospects means manually clicking through thousands of profiles.

Too Late

30-40% of attendees register in the last 2-3 weeks. Finish reaching out to one batch, hundreds more registered. Always behind.

No Prioritization

Without scoring and segmentation, all 1,000+ attendees look the same. Teams waste cycles on low-fit prospects instead of focusing on high-value targets.

Manual Multi-Channel

Reaching prospects across email, LinkedIn, phone, and in-app manually is impossible at scale. Most teams pick one channel and miss opportunities.

Best Practices

How to Actually Maximize Banking ROI

Winning teams follow two phases: preparation and execution.

3-4 weeks before

Pre-Event Preparation

Identify Target Prospects

Monitor attendee lists continuously as 30-40% register in the last 2-3 weeks.

Enrich with Contacts

Add verified emails, LinkedIn profiles, company data, and tech stack to raw attendee names.

ICP, Persona & ABM Matching

Score by role, title, job level, company size, revenue, location, industry. Match to target personas and ABM accounts. Focus on top 20%.

Launch Multi-Channel Outreach

Email, LinkedIn, phone, in-app. Goal: pre-book meetings with high-value prospects.

Event week

During the Event

Execute Pre-Booked Meetings

Calendars should be 60-70% full with high-fit prospects before arriving at London.

Prioritized Conversations

Know ICP score and context for every interaction. Focus on high-value targets.

The Reality: Nearly Impossible Manually

These practices work. But 30-40% of attendees register in the last 2-3 weeks. Manual execution takes 5-7 days per batch. Teams would need to repeat identification, enrichment, scoring, and outreach continuously across email, LinkedIn, phone, and in-app. Most don't have the bandwidth.

The question isn't what to do. It's how to execute continuously at scale.

Turning Strategy Into Execution

Spivot automates the event workflow from attendee extraction to post-event nurture. Execute best practices without manual work.

Try for Free
The same strategy. 10x faster. 95% less manual work.

How Spivot Automates Event Best Practices

Strategy becomes workflow.

1

Identify Target Prospects Automatically

Best Practice: Monitor attendee lists continuously as registrations come in.

How Spivot Helps: Connect to the event portal or upload the CSV. We identify target prospects and refresh daily as new registrations come in. Catch the 30-40% who register late without lifting a finger.

Manual: Days per refresh → Spivot: 10 minutes
2

Enrich with YOUR API Keys

Best Practice: Transform basic attendee lists into rich prospect profiles with verified contact data.

How Spivot Helps: Connect Apollo, ZoomInfo, or any other enrichment provider. We add verified emails, LinkedIn profiles, company data, and tech stack. Full control over provider and costs.

Scale
Handle all 1,000+ Banking attendees in one upload
Manual: 4-6 hours → Spivot: 2-3 minutes
3

ICP & Persona Matching

Best Practice: Score prospects against ICP and match to target personas to prioritize outreach.

How Spivot Helps: AI scores every attendee by role, title, job level, company size, revenue, location, and industry. Match to target personas and ABM accounts automatically.

Persona & ABM Matching
Match to target personas and ABM accounts
Multi-Factor Scoring
Role + Title + Level + Size + Revenue + Location + Industry
Focus on top 20% of prospects automatically
4

Push to Your CRM & Sales Tools

Best Practice: Sync enriched, scored prospects to existing workflow.

How Spivot Helps: One-click sync to Salesforce, HubSpot, Outreach, Salesloft, Apollo, or export to Google Sheets. Enriched, scored lists ready for outreach.

HubSpot CRM Integration - Sync Banking Transformation Summit attendees to HubSpot
Salesforce CRM Integration - Sync Banking Transformation Summit attendees to Salesforce
Outreach Sales Engagement Integration - Launch Banking Transformation Summit campaigns in Outreach
Salesloft Sales Engagement Integration - Launch Banking Transformation Summit campaigns in Salesloft
Apollo.io Integration - Sync and enrich Banking Transformation Summit attendees with Apollo
Google Sheets Export - Export Banking Transformation Summit attendee lists to Google Sheets
5

Launch & Track Campaigns

Best Practice: Start personalized outreach 3-4 weeks before the event to schedule meetings.

How Spivot Helps: Launch campaigns in Outreach, Salesloft, or Apollo. Reach prospects across email, LinkedIn, phone, and in-app automatically. Track engagement, responses, and meetings. All attributed to Banking Transformation Summit.

40%
Higher Conversion
80%
Faster First Touch
60%
Less Wasted Outreach

The Bottom Line

Reach every attendee automatically, even the 30-40% who register late. Land in London with meetings booked. Your competitors are still cleaning spreadsheets.

10x
Faster event data processing
(5-7 days → 5-10 minutes)
3-4 weeks
Earlier outreach
(Book meetings before the event)
40%
More meetings booked
(Targeted vs. spray-and-pray)

Enterprise-Grade Security

Your data stays secure and compliant

AES-256-GCM
Encryption at rest and in transit
OAuth 2.0
Secure authentication
Multi-Tenant
Complete data isolation

Frequently Asked Questions

Who should attend Banking Transformation Summit?

Banking Transformation Summit is designed for senior executives, managing directors, business line leaders, and decision-makers from banks and building societies across Europe. This includes professionals from retail, SME, corporate, wealth, and lending sectors who are focused on driving strategic banking transformation and innovation. If you control transformation budgets and aim to shape the future of finance, this event offers unparalleled networking and learning opportunities with over 1,000 industry leaders.

Is Banking Transformation Summit worth attending?

Absolutely. Banking Transformation Summit provides direct access to over 1,000 senior banking professionals, with 75% of attendees representing banks and building societies. It's an invaluable opportunity to engage with C-suite executives, directors, and key decision-makers who control significant transformation budgets. The summit offers rich content and impactful discussions focused on the future of banking innovation, enabling you to accelerate sales cycles, generate leads, and build your brand within Europe's most influential banking community.

How does Spivot identify target prospects at Banking Transformation Summit?

Connect to the event portal or upload attendee data. Spivot automatically identifies, scores, and enriches prospects as new attendees register, with daily updates to catch late registrations.

Can I use Spivot for events other than Banking Transformation Summit?

Yes. Spivot is an AI agent that automates event workflows for any event where attendees are available in the event portal. The same workflow applies across all events.

How accurate is the ICP and persona matching?

Spivot's AI uses multi-factor analysis across role, title, job level, company size, revenue, location, and industry. Match attendees to target personas and ABM accounts automatically. Built-in intelligence recognizes equivalent roles like 'VP of Growth' and 'Chief Revenue Officer.'

What CRMs and sales tools does Spivot integrate with?

HubSpot, Salesforce, Outreach, Salesloft, Apollo, Google Sheets, and CSV export. You can also use our API for custom integrations.

Automate Your Banking Transformation Summit Workflow

Book more qualified meetings. Spend less time on spreadsheets.

No credit card required
Setup in minutes
Works with your existing tools

Spivot is an independent GTM automation platform. We are not affiliated with, endorsed by, or officially connected to Banking Transformation Summit or any event organizers mentioned on this page.