Financial Services Event Types
Investor Conferences
- Quarterly earnings presentations
- Annual shareholder meetings
- Investor roadshows
- Analyst briefings
Example: Quarterly investor call with 500 institutional investors
Client Events
- Wealth management seminars
- High-net-worth client appreciation dinners
- Financial planning workshops
- Estate planning seminars
Example: Private banking client event for 100 UHNW clients
Industry Conferences
- Banking technology summits
- Fintech innovation conferences
- Risk management forums
- Regulatory compliance workshops
Example: Fintech conference with 1,000 attendees, 50 sessions
Internal Training
- Compliance training (AML, KYC)
- Sales training for advisors
- Product training (new financial products)
- Leadership development
Example: Quarterly compliance training for 500 employees
Networking Events
- Industry mixer events
- Professional association meetups
- Alumni networking (MBA programs)
Example: Finance professionals networking event (200 attendees)
Key Features for Financial Services
1. Enterprise-Grade Security
Bank-level data protection
2. Compliance & Audit Logs
Meet regulatory requirements
- Audit logs (track all user actions)
- 90-day retention (1-year for Enterprise)
- Data deletion requests (GDPR "right to be forgotten")
- Export logs for compliance audits
- Data residency (US, EU data centers)
3. SSO/SAML Integration
Enterprise identity management
- Okta (most banks use)
- Azure AD / Entra ID
- Google Workspace
- Ping Identity
- OneLogin
- Custom SAML 2.0 providers
Use Case: 500 employees log in with corporate SSO
4. Salesforce Financial Services Cloud
Bi-directional CRM sync
- Sync event registrations to Salesforce
- Track client engagement
- Link to household records
- Campaign ROI tracking
5. White-Label Platform
Your brand, not ours
- Custom domain (events.yourbank.com)
- Remove all WebMobi branding
- Your logo and brand colors
- White-label mobile apps ($1,499)
- Custom email domain (@yourbank.com)
Financial Services Use Cases
Investment Bank Quarterly Earnings Call
Organization: Mid-size investment bank Event: Quarterly investor conference call Attendees: 500 institutional investors + analysts
Solution:
- WebMobi webinar platform
- Zoom integration
- Investor Q&A portal
- Secure document sharing (earnings report)
Results:
- 500 investors attended live
- 200+ replay views
- Secure Q&A moderation
- $15,000 saved vs specialized investor relations platform
Wealth Management Client Seminar Series
Organization: Private wealth management firm Event: Monthly client education seminars Attendees: 50-100 HNW clients per event
Solution:
- WebMobi event series
- White-label branding
- RSVP with +1 guest option
- Post-event follow-up automation
Results:
- 12 events/year, 800 total attendees
- 4.9/5 client satisfaction
- $50M AUM from event-sourced referrals
- $600/year platform cost
Fintech Conference
Organization: Fintech startup Event: Annual customer conference Attendees: 1,000 customers + partners
Solution:
- Multi-track conference platform
- Mobile app
- Sponsor booths
- Salesforce integration
Results:
- $3M pipeline generated
- 95% customer satisfaction
- 200+ qualified leads for sales team
Pricing for Financial Services
PRO: $600/year
For small banks and fintech startups
- 1,000 attendees/year
- Basic security (SOC 2)
- Salesforce integration
- Analytics dashboard
ENTERPRISE: $1,999/year
For large banks and investment firms
- 5,000 attendees/year
- SSO/SAML integration
- White-label platform
- Dedicated account manager
- 99.9% uptime SLA
- Priority support
CUSTOM
For Fortune 500 financial institutions
- 10,000+ attendees/year
- Custom development
- On-premise hosting option
- Custom SLA
- Dedicated infrastructure
Contact sales for pricing
Security & Compliance
Integrations
- CRM: Salesforce Financial Services Cloud, HubSpot
- Payments: Stripe, PayPal (PCI DSS compliant)
- Video: Zoom, Teams (for earnings calls)
- Identity: Okta, Azure AD (SSO)
FAQ
Q: Are you SOC 2 certified? A: Yes! SOC 2 Type II with annual third-party audits. Report available under NDA.
Q: Can we host on-premise? A: For Fortune 500 clients, we offer on-premise deployment options. Contact sales.
Q: Do you integrate with Salesforce Financial Services Cloud? A: Yes! Bi-directional sync for contacts, leads, households, and campaigns.
Q: Can we use corporate SSO (Okta)? A: Yes! Full SSO/SAML support on Enterprise plan.
Q: What about data residency (EU, US)? A: You choose your data region (US, EU, AU). Data never leaves your selected region.
Call-to-Action
Enterprise security. SOC 2 certified. Salesforce integration.
👉 Request Demo - See enterprise features
👉 View Pricing - $600-$1,999/year
Or Download Security Whitepaper - PDF
Last Updated: October 2025