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About
SoBold brings together senior marketing leaders from across financial services and investment to talk through the latest marketing trends and where the industry is heading.
Our breakfasts are exclusively for financial services professionals, and our guests run marketing at private equity houses, asset managers, credit funds and fintechs.
They provide a chance to build meaningful relationships with senior marketers who are dealing with the same pressures you are.
Our flagship breakfasts take place every month at Langan’s Brasserie in Green Park, London, and we’re launching events in New York and Dubai from 2027 onwards.
Every breakfast is invite-only and we cap each one at 15 to 20 senior guests, so everyone gets a proper say and the conversation stays honest.
Places are limited, and we prioritise heads of marketing, marketing directors and CMOs from across the industry.
Each breakfast gives our guests space to talk openly about the key marketing trends, what's working and what isn't, and where there's room to grow.
The difference when optimising for LLMs vs traditional SEO
Adopting AI across content, research and campaign work while staying within the firm’s compliance, confidentiality and regulatory requirements.
Evaluating CRM, analytics and automation platforms, and getting reliable data out of them to report to leadership.
Reviewing campaigns that have driven engagement with LPs, investors and clients, and what made them effective.
Prioritising spend when every line has to be justified, and balancing investment between digital and integrated activity.
How audiences across financial services use ChatGPT, Perplexity and Google’s AI Overviews to research firms, and how to measure and improve a firm’s presence in those answers.
Aligning events, content, email, paid media and the website so the firm tells one consistent story wherever investors come across it.
Every month we hear first-hand what marketing leaders at the industry’s best-known firms are trying, what’s working for them and what they’re planning next.
This first-hand insight enables SoBold to have a clear understanding of what is and isn’t working across the industry and to be able to give best-in-class marketing recommendations to our clients.
Each month we work with our community to share what we’re all seeing across the industry, in a briefing sent to every past attendee. It summarises the key themes from the table, the approaches delivering results for other marketing leaders and the market shifts worth monitoring.
The briefing keeps the conversation going between sessions and turns the breakfast into an ongoing community of senior financial services marketers.
Membership is complimentary and includes both the breakfast and the monthly briefing.
Get in touch with Will for more answers.
The breakfasts are exclusively for financial services professionals, typically heads of marketing, marketing directors and CMOs.
Our flagship breakfasts take place every month at Langan’s Brasserie in Green Park, London, with events launching in New York and Dubai from 2027 onwards.
No. The breakfast and the monthly update are both free.
Fill in the form below and we’ll be in touch with details of the next breakfast.
It depends on demand. Each breakfast is capped at 15 to 20 guests, so if the next one is full we’ll offer you a place at the one after.
If you lead marketing at a financial services or investment firm and want to elevate your marketing potential alongside your peers, request an invitation below.
Places at each breakfast are limited, so if the next one is full we'll hold a place for you at a later breakfast.
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