Event Management Software For Financial Institutions

Event Management Software For Financial Institutions

Simplify the entire event management process, driving efficiency and reducing costs. Whether a small or large event, EventUp Planner helps financial institutions like RBC and Columbia Bank manage their events like a pro! Start managing events more efficiently, saving you time and money. The premier event management software for financial institutions.

From investor conferences, webinars, or sales training, manage your financial events with EventUp Planner. The event management software can help financial institutions like yours with technology solutions to help you plan and manage events more efficiently. Automate manual tasks and streamline processes to drive efficiency and save time.

 

Create, Manage, And Promote all Financial Events with EventUp Planner Financial Event Software

Events supported include webinars, investor conferences, seminars, and more. You can also manage internal events, like product launches, training, town halls, and more!

As an event professional, you may run different types of events throughout the year. No matter how small or large the event is, you must create a web page to promote it and manage the registration process, payments, email communication, and more. Now, imagine you can manage all of that from one unique platform. EventUp Planner can help you with that, and our award-winning platform can make it even easier when managing multiple events.

Events supported include webinars, investor conferences, seminars, and more. You can also manage internal events, like product launches, training, town halls, and more!

As an event professional, you may run different types of events throughout the year. No matter how small or large the event is, you must create a web page to promote it and manage the registration process, payments, email communication, and more. Now, imagine you can manage all of that from one unique platform. EventUp Planner can help you with that, and our award-winning platform can make it even easier when managing multiple events.

Seamless Event Management Solutions For Financial Industry Events

  • Robust payment, scheduling, and event registration software
  • Website builder with flexible event templates
  • Cloning capabilities for easy copy and repeat
  • Automated event tasks and workflows
  • Event analytics for reporting, event success, and measuring ROI
  • Integrates with Salesforce, Hubspot, Slack, Slido, and more
  • Robust payment, scheduling, and event registration software
  • Website builder with flexible event templates
  • Cloning capabilities for easy copy and repeat
  • Automated event tasks and workflows
  • Event analytics for reporting, event success, and measuring ROI
  • Integrates with Salesforce, Hubspot, Slack, Slido, and more

Award-Winning Financial Event Management Software

The EventUp Planner event management platform serves the financial industry by making it easier for you to plan, manage, and deliver outstanding events or meetings. The event automation platform helps event teams establish a repeatable, scalable event planning and execution process. Simplify the entire event process while creating efficiency for the team. EventUp Planner was named in the top 20 most user-friendly event management software ranked by Capterra, competing against over 400 other platforms!

The EventUp Planner event management platform serves the financial industry by making it easier for you to plan, manage, and deliver outstanding events or meetings. The event automation platform helps event teams establish a repeatable, scalable event planning and execution process. Simplify the entire event process while creating efficiency for the team. EventUp Planner was named in the top 20 most user-friendly event management software ranked by Capterra, competing against over 400 other platforms!

All the Features You Need
for Event and Meeting Management

Schedule Management

Let registrants build their own agenda, sign up for sessions, view sessions that are already full, and sign up for a waitlist with real-time integrations and updates.

Event Registration & Ticketing

Enable seamless attendee registration directly on your event website, ensuring a hassle-free experience for participants.

Event Reporting

Access comprehensive event data for effective benchmarking, performance evaluation, and continuous event quality enhancement.

Event Marketing Automation

Streamline event promotion, engagement with attendees, and campaign tracking, all within a unified platform.

Website Builder

Create consistent, fully customized websites that reflect your brand across all your events without the need for developers or designers.

Virtual Studio

Manage both live and on-demand virtual sessions with top-tier security features, ensuring the smooth operation of online events, regardless of their scale.

Speaker Management

Simplify the speaker management process with powerful yet user-friendly software, enabling seamless planning and coordination at every step.

Multi-Event Management

Seamlessly create, publish, and streamline management across multiple events, all from one integrated platform.

Accessibility

Create VPAT-certified websites so every event visitor can access, understand, and navigate around your event websites.

EventUp Planner Marketing And Sales Tools Integrations

EventUp Planner offers powerful integrations with sales and marketing tools you already use. Seamlessly integrate the data into your existing marketing workflows and campaigns, including in:

  • HubSpot
  • Salesforce
  • Slack
  • Sli.do
  • Marketo
  • Google Analytics

EventUp Planner offers powerful integrations with sales and marketing tools you already use. Seamlessly integrate the data into your existing marketing workflows and campaigns, including in:

  • HubSpot
  • Salesforce
  • Slack
  • Sli.do
  • Marketo
  • Google Analytics

Is EventUp Planner Financial Event Management Software Right For Your Organization?

Let’s explore how to streamline your financial events journey from start to finish.