Cvent for financial services

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.

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

FIS
Neuberger Berman
Morningstar

FIS

FIS generated 49% more sales compared to previous in-person events

Neuberger Berman

Neuberger Berman handled 78,000+ registrations in three years

A black background with the text "Neuberger Berman" written in white font in the center.

Morningstar

Morningstar gained 1,800+ leads from live and digital events

Securely manage every aspect of your events

Overhead view of a crowded event hall with attendees walking between sessions.

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

Guided and personalized attendee journeys

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 and privacy compliance badges: CCPA, CSA Trusted Cloud Provider, DPF, GDPR, ISO 27001, ISO 27701, PCI DSS, AICPA SOC, and AICPA SOC 2.

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

Trusted by top financial services companies

89%

of the Fortune 100 use Cvent

1K+

Cvent customers in the financial services industry

5/10

of the top financial companies use Cvent

8M+

Events managed on Cvent

Integrate Cvent with your tech stack

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Why Cvent

24/7 support from our ~1,700 customer success team

Over 8 million events managed

89% of the Fortune 100 use Cvent

Our security and privacy teams protect your data