InviteDesk achieved ISO 27001 certification in November 2024. Combined with full GDPR compliance and EU data hosting.
- ISO 27001 certified
- GDPR-compliance registration pages
- EU-hosted data
- Role-based access control
The event platform built for Financial Services
Private banks, wealth managers and insurance companies use InviteDesk to run every client and employee event. From the first invitation to post-event follow-up, synced to their CRM.
Trusted by 30+ banks & insurers across Europe
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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 relationship 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 institutions use InviteDesk.
Built for the compliance requirements of financial services
Make every event reflect your brand
Your invitation is the first impression. Your registration page the second. Ensure both reflect the quality of your institution.
- Design branded registration pages that match your corporate identity
- Send automated, personalised invitations that come from your relationship managers
- Check guest in professionally on the day, no paper lists, no confusion
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.
What our customers say
What Financial Services teams say
“
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.
Pieter De Schepper
Head of Customer Experience
Bank Nagelmackers
“
Thanks to InviteDesk, our events have been much more professionalized and our internal collaboration runs more smoothly.
Anoek Brekelmans
Sr. Partnership & Event Manager
ABN Amro Private Banking
See how InviteDesk works for Financial Services.
Book a personalised demo with Robin — he’ll show you exactly how banks and financial institutions use InviteDesk.
FAQ
Yes, that’s exactly what InviteDesk is built for. The ticket holder function gives each relationship manager their own invite list for their contacts. They decide who gets invited to which event.
Yes. InviteDesk is ISO 27001 certified (November 2024) and fully GDPR compliant. Data retention is customer-configurable to match your own regulatory requirements, and you can download the ISO certificate directly from this page.
Yes. InviteDesk integrates with Salesforce, HubSpot, Microsoft Dynamics, and Marketo. Every RSVP and attendance update is pushed back to the contact record automatically after each status change — not on a nightly batch. No manual exports, no spreadsheets.
Yes. Every invitation is logged with the send date, RSVP date, confirmation or declination date, and the responsible ticket holder and account owner. The full report exports to Excel and is available in the File Center, ready for compliance review without any manual assembly.
Fully. All invitation emails, registration pages, and confirmation messages are branded to your organisation. Your logo, your colours, your domain. Guests see your brand at every touchpoint.