Futureproof

March 8-11, 2026
Multiple venues across South Beach, Miami Beach, United States

Join 4,000+ peers shaping finance's future, leveraging AI as the new operating model for strategy, investing, operations.

4,000+
Attendees

What is Futureproof?

Future Proof Citywide 2026 unites 4,000+ finance professionals, investors, and advisors for a unique citywide takeover of Miami Beach. Across multiple venues and content stages, attendees explore AI as the new operating model for strategy, investing, and operations. The event delivers practical AI strategies, fosters relationships, and drives industry growth through expert content, networking, and immersive experiences. Learn more at Futureproof website

Who Attends

  • Financial Advisors & RIAs seeking AI strategies for client service & growth
  • Investment & Wealth Management Executives driving capital allocation & product innovation with AI
  • Fintech Builders & Technologists applying AI to accelerate product development & operations
  • Firm Founders & Leaders rethinking firm design & growth in an AI-native world
  • Financial Services Providers partnering with firms to deliver AI-powered solutions
  • Students & Media

Key Topics

  • AI in Investment Strategy & Portfolio Construction
  • AI Application & Product Innovation in Finance
  • AI for Firm Growth, Operations & Compliance
  • AI's Societal Impact & Leadership Development

Why Futureproof Matters for B2B Teams

Scale & Community

4,000+ finance professionals, investors, and advisors converge in Miami Beach for 4 days, creating an unparalleled concentration of industry leaders.

Decision Makers

89% of attendees are decision-makers, including CIOs, firm founders, and wealth executives, with direct influence on AI adoption and investment.

Practical Outcomes

The event's Breakthru programs facilitate 30,000+ pre-scheduled 1:1 meetings, accelerating partnerships and AI implementation across finance.

The Challenge

Why Most Teams Fail to Maximize Event ROI

Without preparation, Futureproof becomes an expensive networking trip with nothing to show.

Unusable Portals

4,000+ 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 4,000+ 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 Futureproof 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 Miami Beach.

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 4,000+ Futureproof 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 Futureproof attendees to HubSpot
Salesforce CRM Integration - Sync Futureproof attendees to Salesforce
Outreach Sales Engagement Integration - Launch Futureproof campaigns in Outreach
Salesloft Sales Engagement Integration - Launch Futureproof campaigns in Salesloft
Apollo.io Integration - Sync and enrich Futureproof attendees with Apollo
Google Sheets Export - Export Futureproof 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 Futureproof.

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 Miami Beach 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 Future Proof Citywide?

Future Proof Citywide is designed for a broad spectrum of financial services professionals. This includes RIAs, family offices, financial advisors, LPs, UHNW investors, and wealth management executives. Fintech builders, tech startups, traditional asset managers, and financial services providers will also find immense value. The event attracts CIOs, portfolio managers, operations executives, and firm founders, alongside editorial media and financial influencers. If you work in finance and are looking to integrate AI into your strategy, investing, or operations, there's a ticket type for you.

Is Future Proof Citywide worth attending?

Absolutely. Future Proof Citywide offers an unparalleled experience focused on the future of AI in finance. With 4,000+ anticipated attendees, including 89% decision-makers, it provides high-impact networking and learning. The event's unique citywide format, merit-based content, and 30,000+ pre-scheduled 1:1 Breakthru Meetings ensure practical strategies and meaningful connections. It's designed to help leaders understand where AI is taking financial services, how to stay ahead, and where to invest, build, and grow in this new world.

What makes Future Proof Citywide different?

Future Proof Citywide stands apart as a non-traditional conference, transforming Miami Beach into an immersive experience across multiple venues, including the sand. It rejects the "pay-to-play" content model, ensuring every speaker is chosen on merit for real conversations and value. The event combines the energy of a music festival with the efficiency of a business summit, featuring dedicated networking areas, sponsor activations, and a music concert. Its core focus on AI as the new operating model for finance, guided by four themes, provides a unique framework for practical strategies and ROI.

How does Spivot identify target prospects at Futureproof?

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 Futureproof?

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.'

Automate Your Futureproof 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 Futureproof or any event organizers mentioned on this page.