InviteDesk achieved ISO 27001 certification in November 2024. Combined with full GDPR compliance and EU data hosting, it gives your compliance team exactly what they need.
- ISO 27001 certified
- GDPR-compliance registration pages
- Multiple legal footers
Every client event. Handled properly.
InviteDesk helps banks, insurers, and wealth managers run client events that look professional, protect data, and save your team hours every time.
We respond within 2 business days
Built for your industry
Everything your events team needs.
Financial services companies use InviteDesk to run client dinners, shareholder meetings, training webinars, and golf days — all from one place.
ISO 27001 certified & GDPR ready
Client data stays protected. InviteDesk is ISO 27001 certified and fully GDPR compliant — so your legal and compliance teams can sleep at night.
Connects to your CRM in a few clicks
HubSpot, Microsoft Dynamics, Salesforce, Marketo — InviteDesk syncs event and registration data back to your CRM automatically. No programming required.
Invite lists owned by your account managers
Your relationship managers decide who gets invited to which event. InviteDesk’s ticket holder function puts the invite list in their hands — not in a shared spreadsheet.
See how InviteDesk works for Financial Services.
Book a personalised demo with Robin. He’ll show you exactly how banks and financial service institutions use InviteDesk.
Book a demo
Built for the compliance requirements of financial services
Event flows automatically into your CRM
Connect HubSpot, Salesforce, Marketo or Microsoft Dynamics in a few clicks. Every registration, attendance status and survey response flows back to your CRM automatically. Keeping contact records accurate and update without any manual work.
From invite to follow-up, every touchpoint automated
- Save the date, invitation, reminder, confirmation, pre-event, thank-you emails
- Reminders sent automaticall to guests who haven't responded yet
- Post-event surveys triggered automatically after the event
- All emails fully branded and personalised
- Multi-language support
What Financial Services teams say
Pieter De Schepper - Bank Nagelmackers
Head of Customer ExperienceInviteDesk is a high-performance tool that automates the entire process from the invitation, registration and confirmation, to and including the satisfaction survey. And this is done in an intuitive way so everything runs smoothly.
Anoek Brekelmans - ABN Amro Private Banking
Senior Partnership & Event ManagerThanks to InviteDesk, our events have been much more professionalized and our internal collaboration runs more smoothly.
See how InviteDesk works for Financial Services.
Book a personalised demo with Robin. He’ll show you exactly how banks and financial service institutions use InviteDesk.
Book a demo