InviteDesk

Personal from the RM. Consistent from the brand. An invitation from a client's personal banker is worth more than any campaign. InviteDesk lets every RM host their own clients while your brand stays consistent on every invite, form, and follow-up.

"Events have historically sat in marketing departments. But the relationship sits with the banker." That tension is the subject of a new piece by our co-founder Mark Van der kinderen on what we've started calling 'the personalisation paradox' in private banking. The short version: firms have personalised almost every client touchpoint, except the one where the client and their banker are physically in the same room. The event still runs like a mass campaign. And the cost is showing up in client behaviour. Capgemini's World Wealth Report 2026 found that only 17% of wealthy clients describe their advisory experience as both seamless and personalised. Worth a read if you run events, marketing, or a book of clients in wealth management. Mark's full article is below. What's your view — is the event a relationship programme at your firm, or still a marketing campaign?

Lassen Sie sich von unserem Vertriebsteam zeigen, wie Sie Ihre Veranstaltungsplanung vereinfachen und die Ergebnisse Ihrer Veranstaltung maximieren können. Buchen Sie ein Informationsgespräch und erfahren Sie alle Details über unser begrenztes Angebot.

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Let our sales team show you how to simplify your event planning & 𝐦𝐚𝐱𝐢𝐦𝐢𝐬𝐞 your 𝐞𝐯𝐞𝐧𝐭 𝐫𝐞𝐬𝐮𝐥𝐭𝐬. Book a discovery call and get all the details about our 𝐥𝐢𝐦𝐢𝐭𝐞𝐝 𝐨𝐟𝐟𝐞𝐫.

Nos consultants en tech événementielle vous montrent comment simplifier l'organisation de vos événements et optimiser leurs résultats. Réservez un appel exploratoire et obtenez tous les détails de notre offre limitée.