Community-Based Marketing (CBM) for financial companies


You'll probably be familiar with account-based marketing
(ABM), an approach that sees sales and marketing teams work together to engage with highly targeted accounts.

Are you also familiar with the term
community-based marketing (CBM)? 

Adopted correctly, it is a very helpful tool for B2B marketing in the investment industry. In a B2B context, a ‘community’ is a group of professionals drawn together by a shared interest and held together over time by mutual support or benefit.

Community-based marketing brings professionals together around a shared practice or area of expertise to create closer, and more valuable, relationships with prospects and customers.

By building connections in a professional environment, you can create more valuable relationships with prospects and customers. The focus lies on building deeper relationships and facilitating meaningful engagements through conversations and networking.

Kind regards,

Martin Signer
Managing Director


The SmartMoneyMatch event platform

If you see events like The SmartMoneyMatch Capital Introduction SummitThe SmartMoneyMoneyMatch Fall Summit, or the upcoming SmartMoneyMatch Year-End Summit offer the perfect community-based marketing opportunities.

You can also organize your virtual, hybrid, or in-person event, using the SmartMoneyMatch event platform as the venue.

Advantages for event organizers:

  • A dedicated fully responsive event website
  • Option to list different categories of sponsors/partners.
  • Option to showcase speakers.
  • Agenda with the option for streaming virtual or hybrid events.
  • No-commission* ticketing where you can choose the required forms for attendees to submit.
  • As many attendees already have a profile, you will receive better and more detailed data.
  • Attendees management.
  • You can directly collect and download the data from the attendees.
  • Growing your audience organically and get bookmarked in the event calendar
  • Option for a (media)partnership with SmartMoneyMatch.
  • Very affordable partner mail options with a 67% discount to your target audience in the investment industry. 
  • Compliant with the strictest privacy policy rules like GDPR.
  • Having the platform integrated with the biggest global event calendar for the investment industry.
  • Easy set-up. Just select on  " 
We can’t wait to see the events you host on SmartMoneyMatch.
Create your event now

*There is no commission for complimentary tickets and paid events for premium users. For non-premium users for paid events, there is a 20% handling fee.

Advantages for sponsors

Advantages for attendees

  • No need to fill forms again and again. Your forms will be pre-populated and you can use your existing profile on SmartMoneyMatch for registering for an event.
  • Network with other participants before, during, and after the event.
  • No need for any downloads. Everything is browser-based and 100% responsive.
  • Build your lasting network and profit from the in-built CMS tool.

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SmartMoneyMatch is a brand of 4Finance Ltd.
P.O. Box 159, 6312 Steinhausen, Switzerland
Registered in Switzerland as Ltd, Company Number CHE-113.803.925

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