InviteDesk for Financial Services

Streamlined event management

Designed for financial services, InviteDesk helps you streamline your event process with efficiency and control. Host thought leadership webinars, shareholder meetings, hospitality events, or golf tournaments effortlessly. Automate event communication, track real-time data, and deliver a secure, branded experience. Everything you need to efficiently deliver a seamless event experience to your attendees.

Our customers in Financial Services

9.4 /10

Customer rating Read reviews

Pieter De Schepper - Bank Nagelmackers

Head of Customer Experience

InviteDesk 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 Manager

Thanks to InviteDesk, our events have been much more professionalized and our internal collaboration runs more smoothly.

Event management made easy

Streamline event communication
Flexible manamgent for last minute changes
CRM integration
Simplified workflow and improved efficiency

Discover what InviteDesk can do

Explore all InviteDesk feauters

InviteDesk features tailored to Financial Services

Create on-brand event websites and registration forms

Design on brand, mobile friendly event websites and registration forms for any type of event. Clearly separate divisions with custom templates, pre-designed to match their unique corporate identities

Involve account managers thanks to personal accounts

Involve account managers in the invitation process thanks to personal accounts with controlled access. They can track and manage invitations, while you maintain full control.

InviteDesk training seminar on GDPR compliance

GDPR compliant and ISO certified

Ensure event data security with ISO-certified measures, automatic data deletion, custom disclaimers, and multiple footers for legal transparency. Stay GDPR compliant and protect attendee privacy.

Integrate InviteDesk easily with your CRM or Marketing Automation system

Thanks to our out-of-the-box connectors, no programming is required during setup. Keep your event data centralised and maintain full-control over which data you want to synchronise for seamless workflows and improved efficiency in financial services.

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GDPR compliant and ISO certified

On November 15, 2024, InviteDesk proudly achieved ISO 27001 certification, reinforcing our dedication to data security. As a partner for financial services, we have always prioritised data protection and remain fully GDPR compliant to ensure the highest standards of privacy for you and your clients data.