CASE STUDIES • CWO x Embedded Finance
A EUROPEAN EVENT SERIES ON EMBEDDED FINANCE
Unlocking revenue growth through embedded financial services
Two of the world’s most influential payments organisations partnered with Chief Wine Officer to explore one of the compelling growth opportunities of embedded finance.
Region
UK, France, Germany
Format
2 CWO Dinners + 1 CWO At Home
Audience
CFO, CTO, FD and senior business & product leaders
A series of events in 3 countries across 2 event formats to gather senior finance leaders
London
Paris, DACH
2 CWO Dinners
1 CWO At Home
The results
The event series exceeded its primary objective of generating qualified decision-maker engagement and new business opportunities, resulting in 130 qualified leads including 82 C-suite attendees and associated follow-up conversations.
The series has since led to many new commercial opportunities across multiple European markets, and five follow-up events across Amsterdam, DACH, London and Paris.
3
events
across Europe
114%
of target
achieved
130
qualified leads
for our clients
5
follow-up events
confirmed
Objectives
01.
Generate qualified new business relationships with senior decision-makers exploring embedded finance (CFO, FD, etc)
02.
Position the partner organisations as trusted experts in embedded finance strategy and infrastructure
03.
Create a forum in which to discuss new revenue/monetisation opportunities and challenges
The strategicneed
Leading analysts forecast that embedded finance will account for 15% of all European banking revenue by 2030, with real-world examples showing revenue increases of up to 335%. Businesses that integrate financial services directly into their online platforms and apps can unlock new revenue streams, increase customer retention, and turn payments into a profit centre rather than a cost.
These two market leaders chose Chief Wine Officer to communicate that opportunity to the right decision-makers and spark conversations that drive awareness and action. We curated and delivered a highly targeted audience of senior finance, business and technical leaders across key European markets—enabling focused discussions on expansion, go-to-market strategy, and scalable embedded finance execution.
Key discussion points included:
- Achieving global expansion without undue stress on time or resources
- Building a successful embedded finance go-to-market strategy
- Scaling smarter by avoiding one-size-fits-all solutions
Engineered for business outcomes
We brought together C-suite leaders across Europe through a blend of in-person and virtual experiences. Live dining events took place in London and Paris, centred around Michelin-starred dining and fine wine tastings hosted by a Master of Wine. This was complemented by a virtual programme for leaders across the DACH region, delivering the same curated experience directly to guests in the comfort of their homes or offices—combining shared moments with live business discussion and peer interaction.
The results are settings that don’t feel like sales environments, but consistently deliver business outcomes: honest discussion, stronger connections, and relationships that move forward beyond the room.
Thought-leadership
Networking
Wine tasting
Competition
The series has generated ongoing conversations and commercial opportunities across European markets.Based on these results, the client scheduled five additional events in new cities.
Who attended
The series was designed for cross-industry senior business and technical leaders with a hands-on stake in platform strategy, payments architecture and revenue growth. Guests included leaders from organisations actively building or scaling embedded finance capabilities; including Wise, Wix, Railsr, Yapily, ClearCourse, Sage and Cegid.
"Thank you for this beautiful evening, the opportunity and the discussions."
- CTO, OPLA
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