C.A.T.C.H. New Clients:
5 Effective Digital Networking & Prospecting Strategies
A full-day immersion for private bankers, wealth advisors, and family office professionals who want a proven system for building their client pipeline — digitally, in-person, and at scale.
IBF-STS Accredited
Full Day
Choose your session
Pick a date that works for you. A confirmation email with venue details will be sent closer to the date
Friday, 25 September 2026
TGS-2022602052
What is digital networking—and how can it help private bankers win new clients?
New client relationships no longer begin through referrals alone. Today, prospects may first encounter an advisor on LinkedIn, at an industry event or through a professional introduction. Therefore, private bankers need a consistent approach to digital networking and in-person prospecting.
The C.A.T.C.H. framework provides that structure. It guides advisors from clarifying their value proposition to securing a second meeting. In addition, it helps them track each prospect and follow up with purpose.
Who should attend this workshop?
Private Banking Relationship Managers who want to build a more disciplined, consistent client acquisition pipeline
Private Bankers looking to move beyond referral dependence and develop their own proactive prospecting system
Wealth Advisors who want to strengthen their digital presence and convert online visibility into real conversations
Family Office Professionals who need to build trusted relationships with UHNIs and family principals through strategic networking
Professionals seeking IBF-STS CPD credits in Business Opportunities Development, Level 4
What will I walk away with?
By the end of the workshop, you will have a personalised prospecting system and a written networking plan. More importantly, you will have practised the skills needed to apply both.
Build a structured networking rhythm across digital and in-person channels — so prospecting becomes a habit, not a scramble when your pipeline runs dry.
Confidently attract and engage prospects digitally and in person — with the messaging, presence, and etiquette to make a strong first impression every time.
Apply structured prospecting techniques aligned with professional, regulatory, and ethical standards — so you grow your book without compliance risk.
Create memorable conversations that lead to sustainable client relationships — using the Talk with Impact tools to deepen rapport quickly and leave a lasting impression.
Leave with a personalized networking plan, CRM approach, and follow-up system — ready to implement in the first week back at your desk.
What does the program cover?
C — Step 1: Create Your Persona
- Clarifying your personal value proposition — and your bank’s — so prospects immediately understand why they should spend time with you
- Building and auditing your digital presence: LinkedIn profile, online credibility signals, and professional positioning
A — Step 2: Activate Digitally
- Direct vs indirect digital marketing: what works for private banking audiences and what doesn’t
- Digital and in-person networking etiquette: how to engage without making people feel sold to
T — Step 3: Talk with Impact to Leave a Positive Impression
- Getting prospects to pay attention and listen in the first 30 seconds
- Speaking more with fewer words: communicating with clarity and confidence
- Crafting a memorable introduction that positions you without sounding like a pitch
- Starting with your “Why” — connecting your professional purpose to your prospect’s world
- Deepening rapport in 3 minutes: the tools and questions that accelerate trust
- Looking for the hook: identifying the emotional thread that makes this prospect worth pursuing
- Asking questions that advance the conversation — not just fill the silence
C — Step 4: Create Your Direct Engagement Activities
After that, turn individual conversations into a structured prospecting plan. You will identify priority contacts, suitable channels and a realistic outreach cadence. In addition, you will consider legal, regulatory, ethical and cultural boundaries.
- Topics that pull prospects in: content and conversation themes that attract HNI engagement
- Building your personal networking plan: targets, channels, activities, and cadence
- Personal marketing, database management, and CRM practices for private banking
- Legal, regulatory, ethical, and socio-cultural constraints in networking — what you can and can’t do
- Outreach: how to initiate contact without it feeling cold
- Handling awkward situations: the wrong response, the unexpected question, the social minefield
H — Step 5: Hook & Reel In
- Establishing a clear reason for the second meeting — before the first one ends
- Deep listening for the hook: what the prospect said (and didn’t say) that tells you where the opportunity lies
- Follow-up and follow-through: the exact next steps that keep momentum alive without being pushy
- How to track the sales process: a simple, sustainable system from first contact to onboarding
Why attend this workshop?
Foundational clarity
Most prospecting courses focus on isolated tactics. In contrast, C.A.T.C.H. connects your online presence, conversations, follow-up and prospect tracking within one practical system.
Practical application
Role-plays, realistic scenarios and guided feedback run throughout the day. Therefore, you practise each skill and leave with a digital prospecting plan you can apply immediately.
Future readiness
A credible digital presence helps you present a consistent professional image before and after a meeting. As a result, you can approach future networking conversations with greater clarity and confidence.
Is this workshop IBF-funded?
This program is accredited under the IBF Standards Training Scheme (STS). Eligible Singapore Citizens and Permanent Residents receive 50% funding, capped at S$3,000 per participant per course; Singapore Citizens aged 40 and above receive 70% (same cap).
TGS Reference Number: TGS-2022602052
Frequently asked questions
Is this digital networking workshop suitable for non-technical professionals?
Yes. The workshop is designed for client-facing professionals, not digital marketing specialists. No social media or technical background is required. Instead, the focus is on practical digital networking, prospecting conversations and consistent follow-up.
What does the IBF-STS funding cover?
IBF-STS funding is available to eligible self-sponsored and company-sponsored individuals.
- Singapore Citizens and Permanent Residents: 50% funding support.
- Singapore Citizens aged 40 and above: 70% funding support.
How many CPD hours will I earn?
8 CPD hours upon completion. IBF-STS accredited under TGS-2022602052. Addresses TSC: Future-Enabled Skills — Customer Acquisition Management (Proficiency Level 4).
What is the IBF MySkills Portfolio and should I track this program there?
The IBF MySkills Portfolio is a free tool that helps financial professionals track training progress and skills acquisition against the IBF Skills Framework. Completing this program counts toward the Business Opportunities Development, Level 4 — which can contribute to your IBF Certification application. Access at ibf.org.sg/myskillsportfolio.
Where is the workshop held?
Can my company register multiple participants?
What is the assessment format?
What is the cancellation and refund policy?
For questions regarding cancellation or refund matters, please contact us at penny.tang@momenta.biz or call +65 9003 2890. Further details are available on our Terms & Conditions page.
Ready to join us?
Select your preferred session and complete the short form below. We’ll confirm your place and send venue details closer to the date.