Features in Event Management Software
for Business Development and Marketing
Tools for planning, promoting, and managing client seminars, educational workshops, and other events with registration management and follow-up automation.
We ask vendors to mark their product against our feature list. It is not available for all products and in some cases we have derived data from publicly available sources. The list of features follows. Vendors can add a further 10 key features of their own.
Analytics and Reporting
Comprehensive reporting for events, marketing, attendance, engagement, and ROI tracking.
- Attendance Reports
- View lists and summaries of attendee check-ins and drop-offs.
- Automated Scheduled Reports
- Send reports at set intervals to stakeholders.
- Conversion Tracking
- Monitor attendees who converted into leads or clients.
- Custom Report Builder
- Design and export custom reports from various event data points.
- Data Exporting
- Export raw data in various formats (CSV, Excel, PDF).
- Engagement Metrics
- Track session attendance, poll responses, and Q&A participation.
- Lead Generation Analytics
- Report on leads generated per event and conversion funnel.
- Post-event Survey Tools
- Gather structured attendee feedback post-event.
- ROI Dashboard
- Visualize return on investment by event or campaign.
- Reporting API Calls per Minute
- Rate of supported external reporting API calls.
CRM & Client Data Integration
Advanced integration with client relationship management (CRM) and financial data systems, enhancing lead tracking and business development workflows.
- Automated Workflow Triggers
- Trigger CRM workflows based on event activity.
- CRM Synchronization
- Automatically sync event data with existing CRM systems.
- Client Segmentation
- Segment invitees/attendees based on CRM data (AUM, client tier, etc).
- Contact Volume Supported
- Maximum number of CRM contacts platform can support.
- Custom Field Mapping
- Map custom data fields between event platform and CRM.
- Duplicate Contact Handling
- Detect and manage duplicate contacts between systems.
- Event Attendance to CRM
- Push attendee engagement and participation data back to CRM records.
- Lead Scoring
- Assign lead scores based on event interactions.
- Relationship Tracking
- Monitor how events impact client/prospect status.
- Wealth Data Enrichment
- Integrate with data feeds for AUM, net worth, etc.
Compliance & Security
Support for regulatory compliance, data privacy, and secure management of financial advisory client data.
- Audit Logging
- Complete logs of system access and data changes.
- Custom Consent Collection
- Capture explicit consent for data use and marketing.
- Data Breach Notification
- Automated tools for breach detection and end-user notification.
- Data Encryption
- User data stored and transmitted in encrypted form.
- Document Retention Policies
- Manage retention/deletion in accordance with compliance needs.
- FINRA/SEC Compliance Tools
- Built-in features or integrations to support U.S. financial regulations.
- GDPR/CCPA Compliance
- Support for European and Californian privacy regulations.
- Role-based Access Controls
- Restrict data access by user role and event team.
- Secure File Sharing
- Enable sharing of event materials with secure download and expiration.
- Two-Factor Authentication
- Enforce 2FA for user/admin logins.
Core Event Management
Fundamental capabilities for planning, executing, and tracking events tailored for business development and marketing within financial advisory.
- Agenda/Session Management
- Build detailed event agendas and manage concurrent sessions or tracks.
- Check-in/Check-out Functionality
- Attendee registration, on-site check-in, and attendance tracking tools.
- Event Cancellation & Refund
- Simple tools to cancel events, notify registrants, and process refunds if applicable.
- Event Capacity
- Maximum number of attendees an event can support within the system.
- Event Duplication/Template
- Clone or template past events to simplify future planning.
- Event Scheduling
- Ability to create, edit, and manage event dates, times, and recurring events.
- Multi-format Event Support
- Support for in-person, virtual, and hybrid events.
- Speaker Management
- Tools specifically for inviting, scheduling, and communicating with speakers.
- Venue Management
- Manage venue details, room assignments, and logistics.
- Waitlist Management
- Enables a waitlist when events reach capacity and auto-enroll as spots become available.
Customer Support and Training
Support infrastructure, user training, and resources for onboarding and ongoing assistance.
- 24/7 Technical Support
- Round-the-clock customer and technical support.
- Average Support Response Time
- Typical wait time for first response from support.
- Dedicated Account Manager
- Assigned person for onboarding and account issues.
- Feedback Mechanism
- Platform for submitting feature requests or product feedback.
- In-product Guided Tutorials
- Step-by-step onboarding tutorials within the product.
- Issue Resolution SLA
- Service level agreement: guaranteed maximum time to resolve critical issues.
- Multi-language Support
- Support staff and materials available in multiple languages.
- Onboarding Webinars
- Live or recorded product walk-throughs for new users.
- Online Knowledge Base
- Comprehensive library of documentation, guides, and FAQs.
- User Community Forum
- Active forums for peer-to-peer support and knowledge sharing.
Integration & Extensibility
Ability to connect to existing business, financial, and productivity platforms via integrations and APIs.
- API Availability
- Open API for custom integrations with other systems.
- Attendee Data API Requests per Hour
- Volume of external API calls permitted for attendee data.
- Calendar Integration
- Sync events with Google, Outlook, or Apple calendars.
- Custom Branding/White Labeling API
- APIs available to automate or extend branding controls.
- Custom Webhooks
- Enable real-time notifications to external systems upon set triggers.
- Export/Import Data Pipeline
- Facilitate importing or exporting bulk data to other platforms.
- Integration Maintenance Frequency
- Describes how often integrations are updated for security/compatibility.
- Marketing Platform Integrations
- Prebuilt connectors for marketing suites (Mailchimp, Salesforce, Marketo).
- Single Sign-On (SSO)
- Integrate with SAML, OAuth or enterprise SSO solutions.
- Zapier/Workflow Tools
- Support for low/no-code automation platforms.
Marketing and Promotion
Features that support marketing efforts, including outreach, campaign management, and lead generation for event-based business development.
- A/B Testing
- Test alternative email content or landing pages to optimize marketing results.
- Branded Materials Support
- Enable custom branding for invites, sites, and event collateral.
- Email Campaign Integration
- Create, schedule, and send custom email invitations and reminders.
- Event Promotion Analytics
- Analytics on campaign effectiveness and registration conversions.
- Landing Page Builder
- Customizable event registration or information web pages.
- Lead Source Attribution
- Track where leads come from (e.g., social, email, direct).
- Marketing Automation Integration
- Integrate with tools like HubSpot, Salesforce, or Marketo for workflows.
- Personalized Event Invites
- Send personalized invitations based on attendee segmentation.
- Referral & Incentive Tracking
- Measure registrations or leads generated via partner or referral links.
- Social Media Integration
- Promote events across social networks and track engagement.
Mobile Accessibility
Support for attendee and organizer participation via mobile devices, including dedicated apps and mobile web.
- App Download Size
- The typical size of the mobile app needed for attendee use.
- Event Agenda Access
- View live schedules, session details, and changes via app.
- In-app Networking
- Private or group chat, scheduling, and virtual business card exchange.
- Mobile App Support
- Offer branded or white-label mobile applications.
- Mobile Payment Support
- Mobile-friendly payment and ticketing process.
- Mobile Registration
- Attendees can register via phones or tablets.
- Mobile Surveys & Polls
- Collect immediate feedback through mobile interfaces.
- Push Notifications
- Send alerts, reminders, and updates directly to attendees’ devices.
- QR Code Check-in
- Scan codes for event entry using mobile devices.
- Session Bookmarking
- Mark and save sessions of interest for a personalized experience.
Pricing, Scalability, and Accessibility
Transparency in pricing, flexible contracts, and the ability to scale to large or complex organizations.
- Accessibility Compliance
- Adherence to accessibility standards (e.g., WCAG, ADA).
- Concurrent Event Capacity
- Total number of events that can be simultaneously managed.
- Cross-device Support
- Native support for desktops, tablets, and smartphones.
- Data Center Locations
- Geographies where user data is stored (can impact privacy compliance).
- Free Trial Availability
- Option to test the product before committing.
- Multi-user Licensing
- Ability to assign multiple roles/seats per account.
- No Vendor Lock-in
- Easy export of all client/event data for migration.
- System Uptime Guarantee
- SLA guarantee of minimum system reliability and uptime.
- Transparent Pricing
- Clear, upfront information on feature-based or usage-based pricing.
- Volume-based Discounts
- Pricing discounts available for large organizations or event volumes.
Registration and Ticketing
Tools for streamlined attendee registration management, ticket sales, and payment processing.
- Automated Confirmation Emails
- Send instant confirmation upon registration.
- Custom Registration Forms
- Design bespoke forms for capturing attendee information.
- Discount Codes & Promotions
- Offer promotional codes for specific audiences.
- Group Registration
- Allow multiple attendees to register in one transaction.
- Invoice Management
- Send, track, and manage invoices for payments.
- Late/On-site Registration Support
- Register new attendees during the event.
- Mobile Ticket Delivery
- Tickets or QR codes sent via mobile devices.
- Registration Capacity
- Maximum number of registrations system can handle per event.
- Secure Payment Processing
- PCI-compliant payment gateways for ticket sales.
- Ticket Tiers & Packages
- Enable various ticket types (VIP, Early Bird, etc).
Virtual Engagement
Tools to facilitate connection, learning, and networking in online and hybrid event formats.
- Audience Size for Virtual Events
- Maximum concurrent virtual attendees supported.
- Breakout Room Support
- Organize smaller groups for workshops or roundtables.
- Chat Functionality
- Text chat for attendees and organizers.
- Integrated Webinar/Streaming
- Native video features or integration with top webinar providers.
- Live Polling
- Real-time polls during sessions for audience interaction.
- Networking Matchmaking
- Automated introductions or meeting slots for attendees with shared interests.
- On-demand Session Access
- Replay recorded sessions post-event.
- Q&A Module
- Audiences can ask questions during virtual sessions.
- Translation/Captioning Support
- Live translation or closed captioning for accessibility.
- Virtual Booths/Exhibitor Areas
- Sponsor or exhibitor spaces for demos and resources.