Master digital marketing for finance. Connect with peers and drive growth in a changing market.
Financial services leaders overseeing digital marketing strategy, operations, and technology gather in San Francisco. Learn from 30+ top speakers on AI, personalization, and agile marketing. Discover new ways to lead marketing efforts, enhance customer engagement, and drive growth for your firm. Learn more at Digital Marketing for Financial Services West Summit website
Connect with 30+ top financial marketing speakers and hundreds of peers from diverse financial services sectors.
Engage with senior marketing leaders, C-suite executives, and VPs who shape strategy and drive digital initiatives.
Gain 20+ hours of innovative content, actionable strategies, and 10+ hours of networking to boost your marketing ROI.
The Challenge
Without preparation, Digital Marketing for Financial Services West Summit becomes an expensive networking trip with nothing to show.
attendees. No way to filter by ICP. Finding ideal prospects means manually clicking through thousands of profiles.
30-40% of attendees register in the last 2-3 weeks. Finish reaching out to one batch, hundreds more registered. Always behind.
Without scoring and segmentation, all attendees look the same. Teams waste cycles on low-fit prospects instead of focusing on high-value targets.
Reaching prospects across email, LinkedIn, phone, and in-app manually is impossible at scale. Most teams pick one channel and miss opportunities.
Best Practices
Winning teams follow two phases: preparation and execution.
Monitor attendee lists continuously as 30-40% register in the last 2-3 weeks.
Add verified emails, LinkedIn profiles, company data, and tech stack to raw attendee names.
Score by role, title, job level, company size, revenue, location, industry. Match to target personas and ABM accounts. Focus on top 20%.
Email, LinkedIn, phone, in-app. Goal: pre-book meetings with high-value prospects.
Calendars should be 60-70% full with high-fit prospects before arriving at San Francisco.
Know ICP score and context for every interaction. Focus on high-value targets.
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.
Spivot automates the event workflow from attendee extraction to post-event nurture. Execute best practices without manual work.
Try for FreeStrategy becomes workflow.
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.
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.
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.
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.
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 Digital Marketing for Financial Services West Summit.
Reach every attendee automatically, even the 30-40% who register late. Land in San Francisco with meetings booked. Your competitors are still cleaning spreadsheets.
Your data stays secure and compliant
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.
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.
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.'
HubSpot, Salesforce, Outreach, Salesloft, Apollo, Google Sheets, and CSV export. You can also use our API for custom integrations.
Yes. Spivot uses AES-256-GCM encryption, OAuth 2.0 authentication, and multi-tenant architecture with complete data isolation. We're GDPR and CCPA compliant.
Event portals show thousands of attendees with infinite scroll or basic pagination. No filters for persona, company size, industry, or ICP criteria. Manually clicking through thousands of profiles to find 200 ideal prospects takes days. Plus, 30-40% of attendees register in the last 2-3 weeks, so teams need to repeat this process 2-3 times per week. Spivot extracts, enriches, scores, and filters automatically with daily updates.
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Spivot is an independent GTM automation platform. We are not affiliated with, endorsed by, or officially connected to Digital Marketing for Financial Services West Summit or any event organizers mentioned on this page.
