Event Management Software features explained
for Business Development and Marketing
Tools for planning, promoting, and managing client seminars, educational workshops, and other events with registration management and follow-up automation.
Every feature we track for Event Management Software products, with a description of what each one means.
Analytics and Reporting
Comprehensive reporting for events, marketing, attendance, engagement, and ROI tracking.
- Attendance Reports
- View lists and summaries of attendee check-ins and drop-offs.
- Automated Scheduled Reports
- Send reports at set intervals to stakeholders.
- Conversion Tracking
- Monitor attendees who converted into leads or clients.
- Custom Report Builder
- Design and export custom reports from various event data points.
- Data Exporting
- Export raw data in various formats (CSV, Excel, PDF).
- Engagement Metrics
- Track session attendance, poll responses, and Q&A participation.
- Lead Generation Analytics
- Report on leads generated per event and conversion funnel.
- Post-event Survey Tools
- Gather structured attendee feedback post-event.
- ROI Dashboard
- Visualize return on investment by event or campaign.
- Reporting API Calls per Minute
- Rate of supported external reporting API calls.
CRM & Client Data Integration
Advanced integration with client relationship management (CRM) and financial data systems, enhancing lead tracking and business development workflows.
- Automated Workflow Triggers
- Trigger CRM workflows based on event activity.
- CRM Synchronization
- Automatically sync event data with existing CRM systems.
- Client Segmentation
- Segment invitees/attendees based on CRM data (AUM, client tier, etc).
- Contact Volume Supported
- Maximum number of CRM contacts platform can support.
- Custom Field Mapping
- Map custom data fields between event platform and CRM.
- Duplicate Contact Handling
- Detect and manage duplicate contacts between systems.
- Event Attendance to CRM
- Push attendee engagement and participation data back to CRM records.
- Lead Scoring
- Assign lead scores based on event interactions.
- Relationship Tracking
- Monitor how events impact client/prospect status.
- Wealth Data Enrichment
- Integrate with data feeds for AUM, net worth, etc.
Compliance & Security
Support for regulatory compliance, data privacy, and secure management of financial advisory client data.
- Audit Logging
- Complete logs of system access and data changes.
- Custom Consent Collection
- Capture explicit consent for data use and marketing.
- Data Breach Notification
- Automated tools for breach detection and end-user notification.
- Data Encryption
- User data stored and transmitted in encrypted form.
- Document Retention Policies
- Manage retention/deletion in accordance with compliance needs.
- FINRA/SEC Compliance Tools
- Built-in features or integrations to support U.S. financial regulations.
- GDPR/CCPA Compliance
- Support for European and Californian privacy regulations.
- Role-based Access Controls
- Restrict data access by user role and event team.
- Secure File Sharing
- Enable sharing of event materials with secure download and expiration.
- Two-Factor Authentication
- Enforce 2FA for user/admin logins.
Core Event Management
Fundamental capabilities for planning, executing, and tracking events tailored for business development and marketing within financial advisory.
- Agenda/Session Management
- Build detailed event agendas and manage concurrent sessions or tracks.
- Check-in/Check-out Functionality
- Attendee registration, on-site check-in, and attendance tracking tools.
- Event Cancellation & Refund
- Simple tools to cancel events, notify registrants, and process refunds if applicable.
- Event Capacity
- Maximum number of attendees an event can support within the system.
- Event Duplication/Template
- Clone or template past events to simplify future planning.
- Event Scheduling
- Ability to create, edit, and manage event dates, times, and recurring events.
- Multi-format Event Support
- Support for in-person, virtual, and hybrid events.
- Speaker Management
- Tools specifically for inviting, scheduling, and communicating with speakers.
- Venue Management
- Manage venue details, room assignments, and logistics.
- Waitlist Management
- Enables a waitlist when events reach capacity and auto-enroll as spots become available.
Customer Support and Training
Support infrastructure, user training, and resources for onboarding and ongoing assistance.
- 24/7 Technical Support
- Round-the-clock customer and technical support.
- Average Support Response Time
- Typical wait time for first response from support.
- Dedicated Account Manager
- Assigned person for onboarding and account issues.
- Feedback Mechanism
- Platform for submitting feature requests or product feedback.
- In-product Guided Tutorials
- Step-by-step onboarding tutorials within the product.
- Issue Resolution SLA
- Service level agreement: guaranteed maximum time to resolve critical issues.
- Multi-language Support
- Support staff and materials available in multiple languages.
- Onboarding Webinars
- Live or recorded product walk-throughs for new users.
- Online Knowledge Base
- Comprehensive library of documentation, guides, and FAQs.
- User Community Forum
- Active forums for peer-to-peer support and knowledge sharing.
Integration & Extensibility
Ability to connect to existing business, financial, and productivity platforms via integrations and APIs.
- API Availability
- Open API for custom integrations with other systems.
- Attendee Data API Requests per Hour
- Volume of external API calls permitted for attendee data.
- Calendar Integration
- Sync events with Google, Outlook, or Apple calendars.
- Custom Branding/White Labeling API
- APIs available to automate or extend branding controls.
- Custom Webhooks
- Enable real-time notifications to external systems upon set triggers.
- Export/Import Data Pipeline
- Facilitate importing or exporting bulk data to other platforms.
- Integration Maintenance Frequency
- Describes how often integrations are updated for security/compatibility.
- Marketing Platform Integrations
- Prebuilt connectors for marketing suites (Mailchimp, Salesforce, Marketo).
- Single Sign-On (SSO)
- Integrate with SAML, OAuth or enterprise SSO solutions.
- Zapier/Workflow Tools
- Support for low/no-code automation platforms.
Marketing and Promotion
Features that support marketing efforts, including outreach, campaign management, and lead generation for event-based business development.
- A/B Testing
- Test alternative email content or landing pages to optimize marketing results.
- Branded Materials Support
- Enable custom branding for invites, sites, and event collateral.
- Email Campaign Integration
- Create, schedule, and send custom email invitations and reminders.
- Event Promotion Analytics
- Analytics on campaign effectiveness and registration conversions.
- Landing Page Builder
- Customizable event registration or information web pages.
- Lead Source Attribution
- Track where leads come from (e.g., social, email, direct).
- Marketing Automation Integration
- Integrate with tools like HubSpot, Salesforce, or Marketo for workflows.
- Personalized Event Invites
- Send personalized invitations based on attendee segmentation.
- Referral & Incentive Tracking
- Measure registrations or leads generated via partner or referral links.
- Social Media Integration
- Promote events across social networks and track engagement.
Mobile Accessibility
Support for attendee and organizer participation via mobile devices, including dedicated apps and mobile web.
- App Download Size
- The typical size of the mobile app needed for attendee use.
- Event Agenda Access
- View live schedules, session details, and changes via app.
- In-app Networking
- Private or group chat, scheduling, and virtual business card exchange.
- Mobile App Support
- Offer branded or white-label mobile applications.
- Mobile Payment Support
- Mobile-friendly payment and ticketing process.
- Mobile Registration
- Attendees can register via phones or tablets.
- Mobile Surveys & Polls
- Collect immediate feedback through mobile interfaces.
- Push Notifications
- Send alerts, reminders, and updates directly to attendees’ devices.
- QR Code Check-in
- Scan codes for event entry using mobile devices.
- Session Bookmarking
- Mark and save sessions of interest for a personalized experience.
Pricing, Scalability, and Accessibility
Transparency in pricing, flexible contracts, and the ability to scale to large or complex organizations.
- Accessibility Compliance
- Adherence to accessibility standards (e.g., WCAG, ADA).
- Concurrent Event Capacity
- Total number of events that can be simultaneously managed.
- Cross-device Support
- Native support for desktops, tablets, and smartphones.
- Data Center Locations
- Geographies where user data is stored (can impact privacy compliance).
- Free Trial Availability
- Option to test the product before committing.
- Multi-user Licensing
- Ability to assign multiple roles/seats per account.
- No Vendor Lock-in
- Easy export of all client/event data for migration.
- System Uptime Guarantee
- SLA guarantee of minimum system reliability and uptime.
- Transparent Pricing
- Clear, upfront information on feature-based or usage-based pricing.
- Volume-based Discounts
- Pricing discounts available for large organizations or event volumes.
Registration and Ticketing
Tools for streamlined attendee registration management, ticket sales, and payment processing.
- Automated Confirmation Emails
- Send instant confirmation upon registration.
- Custom Registration Forms
- Design bespoke forms for capturing attendee information.
- Discount Codes & Promotions
- Offer promotional codes for specific audiences.
- Group Registration
- Allow multiple attendees to register in one transaction.
- Invoice Management
- Send, track, and manage invoices for payments.
- Late/On-site Registration Support
- Register new attendees during the event.
- Mobile Ticket Delivery
- Tickets or QR codes sent via mobile devices.
- Registration Capacity
- Maximum number of registrations system can handle per event.
- Secure Payment Processing
- PCI-compliant payment gateways for ticket sales.
- Ticket Tiers & Packages
- Enable various ticket types (VIP, Early Bird, etc).
Virtual Engagement
Tools to facilitate connection, learning, and networking in online and hybrid event formats.
- Audience Size for Virtual Events
- Maximum concurrent virtual attendees supported.
- Breakout Room Support
- Organize smaller groups for workshops or roundtables.
- Chat Functionality
- Text chat for attendees and organizers.
- Integrated Webinar/Streaming
- Native video features or integration with top webinar providers.
- Live Polling
- Real-time polls during sessions for audience interaction.
- Networking Matchmaking
- Automated introductions or meeting slots for attendees with shared interests.
- On-demand Session Access
- Replay recorded sessions post-event.
- Q&A Module
- Audiences can ask questions during virtual sessions.
- Translation/Captioning Support
- Live translation or closed captioning for accessibility.
- Virtual Booths/Exhibitor Areas
- Sponsor or exhibitor spaces for demos and resources.