FINANCIAL SERVICES SOLUTIONS

Create impactful event experiences for organizations of all sizes

Trusted by the world’s leading banks, credit unions, insurance companies, and financial advisors, Cvent offers a full suite of tools to help you plan meetings and events across your entire organization.

See our event management tools in action

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Financial Services Solutions

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

FIS
Lincoln Financial
Morningstar

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

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Read Lincoln International case study

Why Cvent

The resources and staying power for a lasting partnership

Trusted by half of Fortune 500 companies

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

Our security and privacy teams protect your data