How HNWIs Choose Financial Services

17th Nov 2021, 1pm - 5pm

Floor 24/25, The Shard, London

How do high-net-worth individuals (HNWI) research online? Which channels influence their financial decisions? What do you need to do in response? Find out at this half-day workshop with Receptional's finance and digital experts.

Book your place now or browse the full agenda.

What we discovered

We surveyed 400+ HNWIs, to learn more about their digital browsing and buying habits:

  • The channels they use to make investment decisions
  • The touchpoints that most influence their choices
  • The financial services brands they trust the most.

What’s more, we’ve segmented the data by portfolio size, highlighting some surprising differences in habits – and the need to tailor your customer journeys to different segments.

How you can respond

During this half-day workshop, we’ll offer an exclusive look at the findings, then share advice on how your marketing strategy can respond with training sessions on:

  • Multi-channel marketing
  • Customer journey mapping
  • Content creation and linkbuilding.

Plus, there’ll be drinks and networking with fellow finance marketers.

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On the agenda

Revealed: How HNWIs choose financial services

  • Which digital channels do HNWIs use?
  • Which touchpoints influence their decisions?
  • Which financial services brands do they trust?
Dean Rowland

Dean Rowland

Business Development Director, Receptional

Reaching HNWIs through multi-channel marketing

  • Raising awareness through earned channels
  • Driving traffic through paid channels
  • Increasing conversions through owned channels
Justin Deaville

Justin Deaville

Managing Director, Receptional

Tailoring customer journeys by portfolio size 

  • Segmenting your sales funnel
  • Developing a messaging matrix
  • Reaching the right HNWI in the right place at the right time
Lee Gannon

Lee Gannon

Head of Paid Social, Receptional

Building trust with HNWIs through content 

  • Using keyword research to understand customers’ needs
  • Delivering quality content through a newsroom-like approach
  • Repurposing content for greater returns on investment
Lucy Waldon

Lucy Waldon

Head of Content Production, Receptional

Come and join us!


17th Nov 2021, 1pm - 5pm


Floor 24/25, The Shard, London

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