Hear how leaders in financial services are driving world-class event experiences

FIS generated 49% more sales

compared to previous in-person events.


Lincoln Financial saved over $1.4M

on meeting spend and saw a 22% increase in meeting attendance.


Morningstar gained 1,800+ leads

from live and digital events and saw a 12% increase in total global event profit.


Securely manage every aspect of your events

Screenshots of event registration website

Increase brand awareness for your financial institution

Events are one of the best ways to represent your brand, so make a strong impression with a fully branded event experience.

  • Design beautiful registration websites
  • Create community with mobile event apps
  • Simplify your event onsite with easy check-in and badging technology
Create memorable event experiences for your clients and employee

Create memorable event experiences for your clients and employees

Whether you're planning an internal meeting for employees or want to impress your customers with a seamless event experience, keep them engaged from start to finish.

  • Let attendees build their agenda and set preferences during registration
  • Make it easy for customers to schedule 1:1 meetings with investors and company representatives
  • Collect data and feedback from attendees to inform future events
Security features

Keep attendee data safe and secure

With over 1,000 customers in the financial services industry, we know how to protect your data. We’re compliant with the industry’s top security and privacy standards to help you execute your events with peace of mind. 

Learn how we protect your data

Integrate Cvent with your tech stack

Get better insights into your meetings and events with more than 30 integrations.

Trusted by top financial services companies

80% of the Fortune 100

uses Cvent

7 of the top 10

financial companies use Cvent

1,000+ Cvent customers

in the financial services industry

5.4M+ total events managed

since 1999

You may also like

Building More Profitable Financial Industry Events in 2023

4 Ways to Make Your Events Irresistible to Younger Financial Advisors

Strengthening business relationships through engaging event experiences 

Why Cvent

Trust bar_Why Cvent_Scale

The resources and staying power for a lasting partnership

Trust icon

Trusted by half of Fortune 500 companies

Why cvent support icon

24/7 support from our ~1,500 customer success team

Trust bar_Why Cvent_srcurity

Our security and privacy teams protect your data