World Finance Forum

March 26, 2026
London, United Kingdom

Discover actionable strategies and forge powerful alliances with 400+ finance innovators at the World Finance Forum.

What is World Finance Forum?

The World Finance Forum London 2026 gathers 400+ finance leaders, CFOs, FDs, and cutting-edge tech providers for an innovative content experience. Attendees will explore Finance Horizons, gaining actionable strategies to navigate today’s complexities and shape tomorrow’s opportunities. This forum fosters powerful alliances and deep dives into strategic themes like AI, ESG, and FP&A. Learn more at World Finance Forum website

Who Attends

  • CFOs & Finance Directors Leading financial strategy and operations
  • Finance Leaders Driving innovation and transformation
  • Finance Innovators Connecting with 400+ industry peers
  • Expert Speakers Sharing insights on critical finance challenges
  • Cutting-edge Tech Providers Showcasing solutions for finance transformation

Key Topics

  • AI & Automation in Finance
  • ESG Value Perception
  • Finance Workforce Priorities
  • Strategic FP&A
  • Navigating Economic Volatility

Why World Finance Forum Matters for B2B Teams

Scale & Community

Over 400 finance innovators, CFOs, and FDs converge at the World Finance Forum London 2026 for a day of focused learning and networking.

Decision Makers

Attendees include C-level executives and senior finance leaders seeking actionable strategies and powerful alliances to drive their organizations forward.

Practical Outcomes

Engage directly with peers and experts to gain strategic foresight, accelerate decision-making, and unlock game-changing opportunities in finance.

The Challenge

Why Most Teams Fail to Maximize Event ROI

Without preparation, World Finance Forum becomes an expensive networking trip with nothing to show.

Unusable Portals

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 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 World 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 World 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 World Finance Forum attendees to HubSpot
Salesforce CRM Integration - Sync World Finance Forum attendees to Salesforce
Outreach Sales Engagement Integration - Launch World Finance Forum campaigns in Outreach
Salesloft Sales Engagement Integration - Launch World Finance Forum campaigns in Salesloft
Apollo.io Integration - Sync and enrich World Finance Forum attendees with Apollo
Google Sheets Export - Export World Finance Forum 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 World Finance Forum.

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 World Finance Forum?

World Finance Forum is designed for senior finance professionals, including CFOs, Finance Directors, and other finance leaders. It also attracts expert speakers and cutting-edge tech providers. Attendees are finance innovators from diverse industries looking to gain actionable strategies, unlock strategic foresight, and forge powerful alliances. If you're involved in financial strategy, operations, or transformation, this forum offers valuable insights and networking opportunities.

Is World Finance Forum worth attending?

Absolutely. World Finance Forum offers an innovative content experience, Finance Horizons, hyper-focused on critical challenges and game-changing opportunities. You'll discover actionable strategies from visionary leaders, deep dive into core themes like AI, ESG, and Strategic FP&A, and connect with over 400 finance innovators. The event provides a unique platform to build a powerful network, gain strategic foresight, and earn CPD credits, making it a highly valuable investment for your professional growth.

What topics are covered at World Finance Forum?

World Finance Forum delves into five core themes crucial for today's finance landscape. These include AI & Automation in Finance, ESG Value Perception, Finance Workforce Priorities, Strategic FP&A, and Navigating Economic Volatility. The forum delivers an innovative content experience, Finance Horizons, providing deep insights and actionable strategies across these critical areas to help finance leaders address current challenges and capitalize on future opportunities.

How does Spivot identify target prospects at World Finance Forum?

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 World Finance Forum?

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 World Finance Forum 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 World Finance Forum or any event organizers mentioned on this page.