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Marketing to Existing and New Clients. Developing New Financial Products

9 June 2026, at 09:30 – 14:00

Solstice Summit invites you to the workshop “Marketing to Existing and New Clients. Developing New Financial Products”.\n\nThe workshop runs in hybrid format:\n• On site: Room 3, Northgate Business Centre, 206-218 Example Avenue, Bucharest\n• Online: by video conference on Zoom\n\nThe course is structured in three modules covering the theory of change, core marketing concepts, and a closing session of analysis and recommendations.\n\nRegistration is open until 5 June 2026. We look forward to discussing these topics with you.\n\nEvent organised with co-funding from the Solstice Development Programme.

Agenda

  1. 9:00 - 9:30
    Participant registration & welcome coffee
  2. 9:30 - 9:35
    Welcome address Elena Farkas - Chair, Solstice Summit
  3. 9:35 - 11:15
    Programme introduction Anna Novak - Programme Expert

    The process of designing, testing and launching new financial products using the Theory of Change framework. Worked examples and Q&A.

  4. 11:15 - 11:30
    Coffee break
  5. 11:30 - 12:30
    The inclusive finance market: opportunities and challenges Marco Larsen - Programme Expert
  6. 12:30 - 13:30
    Developing and implementing a communication strategy Marco Larsen - Programme Expert
  7. 13:30 - 14:00
    Workshop evaluation & networking lunch

Event materials

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Feedback survey

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