Financial Services

Financial Services Industry Customer Stories

Discover How Financial Services Industry Leaders Succeed with Cvent

Explore real stories from leading financial services institutions who use Cvent to streamline planning, ensure compliance, and deliver impactful client experiences. Learn how integrated event technology boosts engagement, strengthens relationships, and drives measurable growth across the organization.

Building value-driven relationships through event technology

CAIS Group Case Study video

CAIS Group

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Scaling global events with centralized event management

Neuberger Berman Case Study video

Neuberger Berman

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Maximizing engagement, scaling events, reducing costs

Capital Group Case Study video

Capital Group

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Streamlining global financial events with measurable impact

Morningstar Case Study video

Morningstar

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Automating appointments, driving event ROI globally

Lincoln International Case Study video

Lincoln International

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Additional customer stories


AIG logo
Centralizing meetings, automating compliance, reducing costs


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Case Study image
Optimizing meetings with automated, self-service efficiency


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Recommended resources

Discover industry insights

Visit the Financial Services Industry Learning Center to explore available resources.

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Connect and collaborate today

Join the Financial Services Industry User Group to connect with like-minded individuals.

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Get inspired

Explore standout achievements in the Customer Showcase.

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