Financial Services Industry Learning Center

Financial Services Industry Learning Center 

Unlocking Your Event Potential

Explore a curated collection of best practices, tips, and tricks tailored for the financial services industry to help you navigate the Cvent platform. Whether planning a large conference or a small meeting, these resources will help you create impactful, compliant events that engage your audience and support your business goals.

Explore resources for financial services

Getting started

Cvent for Financial Services
Cvent Demo Events for Financial Services
Trade Show Solutions for Financial Services
G2 Reference - Financial Services
The Ultimate Guide to In-Person Events for Financial Institutions

Top three tips

1. Put Your Brand First: Ensure your event reflects your brand's values & messaging in every aspect, creating a cohesive experience for attendees.

2. Consider Data Privacy and Security: Implement robust security measures to prioritize data privacy. Communicate your data protection policies.

3. Curate Meaningful Connections: Tailor your agenda to include topics that resonate with your audience and offer insights into market trends, regulatory changes, and product innovations.

Recommended training

Visit our Financial Services Industry training page to access resources tailored to the specific event types you create and features you use in Cvent.

View training resources

Additional resources

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Best practices

How Capital Group Cuts Planning Time in Half
Integrating Cvent with Your Martech Stack
Essential Data, Metrics, and KPIs for Financial Services
Best Practices for Hosting Hybrid Events in Financial Services Industry
Ways Financial Services Firms Can Reduce Event Costs

Event marketing

Making the Case: The ROI of Event Technology for Marketing Events
Top Brands Elevate Their Cannes Lions Activations with Cvent Technology
Make Events Irresistible to the Younger Generation of Financial Advisors
Harnessing Actionable Insights to Prove Event ROI
The New Event Marketing Opportunity

Sustainability

The Sustainable Meetings & Events Journey
Ways to Make Fintech Events Sustainable
Sustainable Badging with OnArrival
ESG Learning Center

Attendee engagement

Engagement in the Cvent Attendee Hub
The Ultimate Engagement Checklist
Leveraging an Integrated Tech Stack
Attendee Engagement Learning Center

Data security and privacy

Our Cvent Culture of Security
Ensuring Data Security and Privacy
Compliance Logging in Attendee Hub
Attendee Hub Privacy and Security Controls


Financial Services User Group

If you’re in banking, insurance, investing, or financial services, this group is for you. Join peers in your industry to talk compliance, personalization, reporting, and all the ways Cvent helps meet high standards while driving results.

Join User Group

Product news

Subscribe to product updates to stay up to date on product enhancements and new features available.

Subscribe to product updates

Submit a product idea

Submit and vote on fresh product ideas and enhancements to help drive the future of Cvent and power your virtual, hybrid, and in-person event programs. We look forward to hearing your feedback!

Submit a product idea

Customer stories


CAIS Group

“It streamlines everything, and it gives us one tool we can go to. Everything is managed in one system, and we’re able to send everything over to Salesforce and can give our stakeholders real-time data.”

Andrew DePaul, Senior Vice President of Digital Marketing

See full customer story


Capital Group

“Cvent came in with the possibilities and the roadmaps, and the outcome was a bigger contract, a unified approach, and an enterprise technology we started to implement globally.”

Ajith Krishnankutty, Vice President of Experiential Marketing

See full customer story