Lilais Funk

CMO & Co-Founder at Everon

Lilais Funk is a co-founder and Chief Marketing Officer of Everon, responsible for brand and communications. A member of the 2019 founding team, she has shaped the company's brand presence ever since. She studied communication science and media studies at the University of Zurich and previously worked in strategy and M&A. Her focus is on brand management and editorial positioning.

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Articles by Lilais Funk

Becoming an independent asset manager: the path to FINMA authorisation

Discretionary vs. advisory mandates: Which model suits you?

Customer Loyalty in the Financial Sector: retaining clients with portfolio reviews & reports

Winning young customers: How financial advisors are reaching millennials and Gen Z

Affluent banking: targeting the wealthy middle class

Next Generation Wealth: Preparing and supporting wealth inheritance

AI-Tools in Financial Advice: Increasing Efficiency without losing Customer Proximity

Cybersecurity & IT-Security for Swiss Asset Managers

Financial Advice for Families: The 5 most important Challenges

Financial advice & growth: From solo to successful team

Target Group Specialization for Financial Advisors: More Sales, fewer Customers

Financial advice for companies: The biggest challenges

Financial advice for women: Your path to financial independence

Effective Networking: how to ensure long-term Customer Relationships

How to get ahead in the Financial Industry as a young Professional: Tips and Strategies

What does a financial advisor do? Typical tasks & everyday life

Customer acquisition for financial advisors: How to win new customers

The essential tools for financial advisors

How do you become a financial advisor in Switzerland?

Professional financial advice: when expert advice pays off and for whom

Family Office: Definition, Services and Who It Is For

Fintech and Family Office in One - Democratization of Private Banking

Why private banking must become more digital