The Patrimonia trade show, a not-to-be-missed event for asset management professionals, will soon be held in Lyon. Every year, this event brings together thousands of industry players, including asset management companies, wealth management advisors and private banks. To make the most of this exceptional showcase, careful preparation is essential. Here are five strategic tips to maximize your impact before, during and after the show, with a particular focus on digital communication.

1. Prepare your online visibility for Patrimonia

Before you even set foot in Lyon, it’s crucial to get your network interested. Announce your participation at Patrimonia on your digital platforms: LinkedIn, Twitter and your website. Create an attractive visual, relay the dates and your location within the show, and above all, invite your contacts to come and meet you. Don’t forget to add an appointment booking form directly on your website or via a LinkedIn post, so you can plan targeted upstream exchanges with your prospects and potential partners.

Tip: Use the official hashtag #Patrimonia to join the conversation and attract a wider audience. Don’t hesitate to introduce the people who will be working at your stand. This will enable your visitors to identify their contacts, and you to diversify your publications.

2. Optimize your stand for live interaction and networking

During the show, your stand is your main point of contact. Make sure it’s visually striking and designed to encourage interaction. However, don’t stop at the physical: maximize online engagement by relaying your activities live. Post photos and videos on social networks showing key moments, meetings or presentations. This will show those who can’t attend that they’re missing out on an unmissable event.

Tip: Display a QR code on your stand, enabling visitors to download your sales literature or connect to your LinkedIn page.

3. Offer high-value-added content

During Patrimonia, your visitors are looking for solutions and relevant information. Use your stand as a content distribution platform. Organize mini-conferences or live demonstrations that you can also broadcast on your social networks. If your company offers innovative investment solutions, an online demo or live webinar from the show can set you apart.

Tip: Offer a white paper or exclusive study available for download via a link or QR code distributed during the show, in exchange for visitors’ contact details. This will facilitate post-show follow-up.

4. Engage in conversation in real time

Trade shows like Patrimonia are great opportunities to interact directly with your audience. Use Twitter and LinkedIn to start conversations in real time. Share insights on conferences, comment on show news, and don’t hesitate to mention speakers or other attendees in your posts.

Tip: Activate a dedicated social networking team during the event to respond quickly to mentions, interact with virtual visitors and capture the attention of a wider audience.

5. Relaunch after Patrimonia

Once Patrimonia is over, don’t let the momentum die down. As soon as you return, implement a targeted follow-up strategy. Send a personalized email to the people you met, summarizing the discussions and solutions discussed. You can also follow up on social networks by publishing a post summarizing your experience at the show, with photos of your stand and memorable encounters. You can also share testimonials or case studies of discussions held at the event.

Tip: If you’ve collected contact information via QR codes or online forms, use them to populate your database and plan a follow-up over several weeks.

By following these five tips, you’ll significantly increase your chances of turning your presence at Patrimonia into a lasting business opportunity. Prepare to impress before, during and after the event with a well-orchestrated digital communications strategy.

About Patrimonia

Patrimonia is the benchmark event for wealth management professionals in France and Europe. Each year, the convention brings together experts, influential players and decision-makers from the sector, offering a privileged venue for exchanging views on the challenges, opportunities and innovations shaping the future of wealth management.

In the heart of Lyon, Patrimonia offers a rich and varied program, including conferences, round tables and workshops led by renowned speakers. These sessions cover key themes such as tax optimization, the digital transition, responsible investment and changes in financial regulations. They enable participants to update their knowledge, expand their network and discover concrete solutions to current industry challenges.

With over 7,500 visitors, Patrimonia is an essential platform for wealth management advisors, asset managers, insurers, bankers and other financial sector professionals. As a flagship convention, it also facilitates strategic meetings with potential partners, while offering exhibition space for innovative companies wishing to showcase their products and services.

Patrimonia is the essential annual event for anyone seeking information, training and inspiration on best practices in wealth management.