Part of Kentmedia
How to empower institutions
for
By
Kent Media
Jim Kent MD
This is a business development proposal to create a series of events for institutional clients and service providers. We have included 2 Round Tables for 20 people and a larger networking event for up to 100.
Background
Competitive Market
Payment providers like Ebury, PingPong, and Alpha Group are increasingly targeting new business among clients who don't require full depot services.
Institutional Clients Shift over the last 18 months
Institutional clients have turned to neobanks such as Revolut, WISE, and N26, but targeted marketing will attract them back.
Corporate Service Providers' Role
Service providers and fund administrators are key to reaching asset managers seeking new account opening opportunities. Having a good cross section of the ecosystem will be useful. i..e having asset managers in the room always helps.
Swissquote's Advantage
Swissquote’s full depot offering and digital-first approach put it in a lead position to win new business in this evolving landscape.
The two products.
2 Private Roundtables
20 C-suite executives for a 5-star lunch in Luxembourg City, A professionally moderated discussion on an industry theme. Senior swissquote personnel and branding on site and on all digital assets
Networking Conference
A presentation given by an industry thought leader, to an audience of 80-100 professionals combined with an interactive panel. Followed by networking food and drinks. Utilising your sponsorship of Mudam.
SWISSQUOTE: EMPOWERING INSTITUTIONS
Three Event Theme Ideas to equip service providers to be more effective with asset managers
ROUND TABLE 1
Where Regulation Meets Innovation.
How to manage digital portfolios and transactions for asset managers.
  • Custody
  • Security
  • Access
ROUND TABLE 2
Future proof your assets for 2026. How can digital tools enable asset managers to be more effective?
  • Operational efficiency
  • Transparency
  • Use of APIs
FLAGSHIP EVENT
The Future of Institutional Digital Banking. How to implement a Multi-Asset Strategy in a Digital World
Unified execution for institutional clients
Reporting, reconciliation, results
What is the pre-event process?
Initial Consultation
We meet to understand your specific targets and companies to avoid
Target List Creation
Create a target list of 200 companies
Planning & Coordination
Agree dates, and allocate tasks between Swissquote and ourselves
Implementation
Digital design, invitation distribution, registration process and online campaign to generate interest (if needed)
On the day
Everything is professionally managed so you can focus on building relationships with your guests.
Welcome Desk
Professional reception service to greet your attendees upon arrival
Name Badges
High-quality identification for all attendees to facilitate networking
Professional Moderation
Expert facilitators guide discussions to ensure productive engagement
Networking Freedom
You'll be free to connect with your guests while we handle the logistics
Fees and Small print
NOTES
At an initial planning meeting we can determine how big your existing database of potential targets is and how many additional names need to be added.
Also to be decided on how much content you wish in your Flagship event.
Who are you working with?
Contact Us for More Information
Get in Touch
j.kent@kentmedia.net
+352 621617294
Reach out today to learn more about how Swissquote can empower institutions can help you connect with top financial leaders.