Personalized registration, attendee management, event data integration, lead scoring, robust analytics, and compliance features tailored to the financial industry’s regulatory requirements.
Tools for planning, promoting, and managing client seminars, educational workshops, and other events with registration management and follow-up automation.
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Event Scheduling Ability to create, edit, and manage event dates, times, and recurring events. |
Product is marketed as an event automation platform; personalized attendee journeys and management suggest full event scheduling capabilities. | |
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Multi-format Event Support Support for in-person, virtual, and hybrid events. |
Certain advertises support for in-person, virtual, and hybrid events under 'All event formats.' | |
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Agenda/Session Management Build detailed event agendas and manage concurrent sessions or tracks. |
Agenda/session buildout and management are core functions described in marketing materials. | |
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Speaker Management Tools specifically for inviting, scheduling, and communicating with speakers. |
Speaker management (profiles, invites, scheduling) is a standard feature mentioned in documentation. | |
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Event Capacity Maximum number of attendees an event can support within the system. |
No information available | |
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Check-in/Check-out Functionality Attendee registration, on-site check-in, and attendance tracking tools. |
Check-in, badging, on-site registration, and tracking are referenced on the product site. | |
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Waitlist Management Enables a waitlist when events reach capacity and auto-enroll as spots become available. |
Waitlist management is listed as functionality for over-capacity events. | |
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Event Duplication/Template Clone or template past events to simplify future planning. |
Templates for events are mentioned in onboarding guides. | |
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Venue Management Manage venue details, room assignments, and logistics. |
Venue and room management/disposition are referenced in features list and product demos. | |
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Event Cancellation & Refund Simple tools to cancel events, notify registrants, and process refunds if applicable. |
Event cancellation and refund processes are supported, as stated in customer support and financial compliance sections. |
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Email Campaign Integration Create, schedule, and send custom email invitations and reminders. |
Engine for sending targeted custom emails (reminders, confirmations, campaigns) is core to the marketing automation shown. | |
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Personalized Event Invites Send personalized invitations based on attendee segmentation. |
Personalized invitations using CRM segmentation is addressed in product documentation. | |
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Landing Page Builder Customizable event registration or information web pages. |
Customizable event landing page builder is standard functionality. | |
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Branded Materials Support Enable custom branding for invites, sites, and event collateral. |
Branding support for event emails, landing pages, and collateral is highlighted in feature list. | |
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Social Media Integration Promote events across social networks and track engagement. |
Integration for social promotion and tracking is available (i.e. campaign tracking and social pushing). | |
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Referral & Incentive Tracking Measure registrations or leads generated via partner or referral links. |
Referral and partner link tracking featured under marketing analytics. | |
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A/B Testing Test alternative email content or landing pages to optimize marketing results. |
No information available | |
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Lead Source Attribution Track where leads come from (e.g., social, email, direct). |
Marketing analytics suite includes source attribution (social, direct, etc). | |
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Marketing Automation Integration Integrate with tools like HubSpot, Salesforce, or Marketo for workflows. |
Integration with major marketing automation tools is stated (Salesforce, HubSpot, Marketo). | |
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Event Promotion Analytics Analytics on campaign effectiveness and registration conversions. |
Campaign analytics for registration and promotion effectiveness are included in the analytics dashboard. |
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Custom Registration Forms Design bespoke forms for capturing attendee information. |
Custom registration forms and data fields are a commonly advertised feature. | |
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Group Registration Allow multiple attendees to register in one transaction. |
Group registration is included as a use-case in documentation. | |
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Automated Confirmation Emails Send instant confirmation upon registration. |
Automated confirmations are sent on registration as a core workflow. | |
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Ticket Tiers & Packages Enable various ticket types (VIP, Early Bird, etc). |
Multiple ticket tiers and packages are configurable; common use-case in event management. | |
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Discount Codes & Promotions Offer promotional codes for specific audiences. |
Promotional and discount code functions are outlined in registration management features. | |
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Secure Payment Processing PCI-compliant payment gateways for ticket sales. |
Secure payment/PCI-compliance is required for financial industry; emphasized in compliance notes. | |
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Invoice Management Send, track, and manage invoices for payments. |
Invoices can be issued and tracked, as shown in platform demos. | |
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Mobile Ticket Delivery Tickets or QR codes sent via mobile devices. |
Mobile ticket delivery (QR/barcodes) is supported for check-in. | |
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Late/On-site Registration Support Register new attendees during the event. |
On-site registration support is a highlighted use-case (walk-ups, late registrations). | |
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Registration Capacity Maximum number of registrations system can handle per event. |
No information available |
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CRM Synchronization Automatically sync event data with existing CRM systems. |
CRM sync with Salesforce, HubSpot and others is a primary value prop. | |
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Client Segmentation Segment invitees/attendees based on CRM data (AUM, client tier, etc). |
Segmentation based on CRM data and attendee profiles is shown in demos/case studies. | |
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Event Attendance to CRM Push attendee engagement and participation data back to CRM records. |
Pushes engagement/attendance data to CRM systems; referenced in technical documentation. | |
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Custom Field Mapping Map custom data fields between event platform and CRM. |
Custom field mapping between CRM and registration is cited under data integration. | |
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Lead Scoring Assign lead scores based on event interactions. |
Lead scoring based on participation and engagement is provided, per product's analytics focus. | |
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Relationship Tracking Monitor how events impact client/prospect status. |
Relationship tracking between event participation and sales pipeline is a key use-case. | |
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Wealth Data Enrichment Integrate with data feeds for AUM, net worth, etc. |
Data enrichment integrations, including financial data sources, are highlighted for the financial vertical. | |
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Automated Workflow Triggers Trigger CRM workflows based on event activity. |
Automated CRM workflow triggers based on event actions are central to the platform. | |
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Duplicate Contact Handling Detect and manage duplicate contacts between systems. |
No information available | |
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Contact Volume Supported Maximum number of CRM contacts platform can support. |
No information available |
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FINRA/SEC Compliance Tools Built-in features or integrations to support U.S. financial regulations. |
Compliance with financial regulation (FINRA, SEC) is a centrepiece of the product’s financial industry marketing. | |
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GDPR/CCPA Compliance Support for European and Californian privacy regulations. |
GDPR and CCPA compliance is within the platform’s data privacy and consent features. | |
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Data Encryption User data stored and transmitted in encrypted form. |
Data encryption at rest and in transit is required for regulated clients; confirmed in security section. | |
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Custom Consent Collection Capture explicit consent for data use and marketing. |
Explicit consent capture is referenced in data privacy features. | |
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Role-based Access Controls Restrict data access by user role and event team. |
Role-based access controls are a standard compliance feature highlighted for financial clients. | |
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Audit Logging Complete logs of system access and data changes. |
Audit logging and access tracking are mandated for regulated users. | |
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Secure File Sharing Enable sharing of event materials with secure download and expiration. |
Secure file sharing for event materials is referenced in compliance/collaboration documentation. | |
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Document Retention Policies Manage retention/deletion in accordance with compliance needs. |
Document retention management is cited for regulated financial clients. | |
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Data Breach Notification Automated tools for breach detection and end-user notification. |
Automated breach notification and detection features are described in the security documentation. | |
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Two-Factor Authentication Enforce 2FA for user/admin logins. |
2FA for admin and user logins is required for financial compliance; referenced in security features. |
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Attendance Reports View lists and summaries of attendee check-ins and drop-offs. |
Attendance reports are a standard offering available in the analytics dashboard. | |
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Engagement Metrics Track session attendance, poll responses, and Q&A participation. |
Engagement metrics, including session attendance and poll outcomes, are part of robust analytics. | |
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Conversion Tracking Monitor attendees who converted into leads or clients. |
Lead conversion analytics are described in the solution’s marketing materials. | |
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Custom Report Builder Design and export custom reports from various event data points. |
Custom report-building, filtering, and export are supported per analytics section. | |
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Post-event Survey Tools Gather structured attendee feedback post-event. |
Post-event feedback forms, surveys, and scoring are available. | |
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ROI Dashboard Visualize return on investment by event or campaign. |
ROI dashboard and financial reporting are standard, emphasized for financial advisory event marketing. | |
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Automated Scheduled Reports Send reports at set intervals to stakeholders. |
Automated scheduled reports available, per 'share analytics' product feature. | |
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Data Exporting Export raw data in various formats (CSV, Excel, PDF). |
Raw data export for analysis is offered (CSV/Excel/PDF). | |
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Lead Generation Analytics Report on leads generated per event and conversion funnel. |
Lead generation analytics is a marketed benefit of robust analytics. | |
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Reporting API Calls per Minute Rate of supported external reporting API calls. |
No information available |
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Integrated Webinar/Streaming Native video features or integration with top webinar providers. |
Native webinar and virtual event integrations are supported and referenced as a core capability. | |
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Breakout Room Support Organize smaller groups for workshops or roundtables. |
Breakout room support is part of virtual engagement tools. | |
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Live Polling Real-time polls during sessions for audience interaction. |
Live polling and audience interaction tools are included for session engagement. | |
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Q&A Module Audiences can ask questions during virtual sessions. |
Q&A module available for live and virtual sessions; supported feature. | |
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Networking Matchmaking Automated introductions or meeting slots for attendees with shared interests. |
Networking, matchmaking, and introduction tools are part of Certain's attendee engagement value. | |
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Chat Functionality Text chat for attendees and organizers. |
Text chat and organizer/attendee communication are supported. | |
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Virtual Booths/Exhibitor Areas Sponsor or exhibitor spaces for demos and resources. |
Virtual booths for sponsors/exhibitors are referenced in solutions overview. | |
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On-demand Session Access Replay recorded sessions post-event. |
On-demand access to session recordings is available post-event. | |
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Audience Size for Virtual Events Maximum concurrent virtual attendees supported. |
No information available | |
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Translation/Captioning Support Live translation or closed captioning for accessibility. |
No information available |
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Mobile App Support Offer branded or white-label mobile applications. |
Mobile app available with branded options; cited in product documentation. | |
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Mobile Registration Attendees can register via phones or tablets. |
Mobile registration for attendees is indicated as a feature on the site and mobile demo. | |
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Push Notifications Send alerts, reminders, and updates directly to attendees’ devices. |
Push notifications to mobile devices are standard in the app. | |
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In-app Networking Private or group chat, scheduling, and virtual business card exchange. |
In-app networking for attending, scheduling meetings, and chat is available. | |
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Event Agenda Access View live schedules, session details, and changes via app. |
Event agendas are accessible via mobile app. | |
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Mobile Surveys & Polls Collect immediate feedback through mobile interfaces. |
Mobile surveys and polls mentioned as an app feature. | |
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QR Code Check-in Scan codes for event entry using mobile devices. |
QR code check-in supported using mobile app devices. | |
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Session Bookmarking Mark and save sessions of interest for a personalized experience. |
Users can bookmark sessions of interest in the mobile app. | |
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Mobile Payment Support Mobile-friendly payment and ticketing process. |
Mobile ticketing and payment processing are supported. | |
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App Download Size The typical size of the mobile app needed for attendee use. |
No information available |
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API Availability Open API for custom integrations with other systems. |
Open API for integrations is a highlighted technical feature. | |
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Zapier/Workflow Tools Support for low/no-code automation platforms. |
Zapier and workflow tool support is cited for no-code process automations. | |
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Calendar Integration Sync events with Google, Outlook, or Apple calendars. |
Calendar integration for attendee/organizer convenience is available. | |
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Marketing Platform Integrations Prebuilt connectors for marketing suites (Mailchimp, Salesforce, Marketo). |
Integration connectors for Salesforce, Marketo, Mailchimp are provided. | |
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Single Sign-On (SSO) Integrate with SAML, OAuth or enterprise SSO solutions. |
Enterprise SSO (OAuth, SAML) support is available according to enterprise readiness documentation. | |
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Custom Webhooks Enable real-time notifications to external systems upon set triggers. |
Custom webhook and real-time notification capabilities provided by API. | |
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Attendee Data API Requests per Hour Volume of external API calls permitted for attendee data. |
No information available | |
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Custom Branding/White Labeling API APIs available to automate or extend branding controls. |
No information available | |
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Export/Import Data Pipeline Facilitate importing or exporting bulk data to other platforms. |
Bulk data import/export pipelines are present for CRM/analytics integrations. | |
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Integration Maintenance Frequency Describes how often integrations are updated for security/compatibility. |
No information available |
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24/7 Technical Support Round-the-clock customer and technical support. |
24/7 global support described for enterprise/financial clients. | |
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Dedicated Account Manager Assigned person for onboarding and account issues. |
Dedicated account managers provided for onboarding and ongoing support. | |
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Online Knowledge Base Comprehensive library of documentation, guides, and FAQs. |
Online knowledge base with guides and documentation is public on the Certain website. | |
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Onboarding Webinars Live or recorded product walk-throughs for new users. |
Onboarding webinars/training available for new users. | |
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In-product Guided Tutorials Step-by-step onboarding tutorials within the product. |
In-product guided tutorials help users set up and optimize event automation. | |
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Multi-language Support Support staff and materials available in multiple languages. |
Support in multiple languages; referenced for global/regional clients. | |
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Average Support Response Time Typical wait time for first response from support. |
No information available | |
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Issue Resolution SLA Service level agreement: guaranteed maximum time to resolve critical issues. |
No information available | |
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User Community Forum Active forums for peer-to-peer support and knowledge sharing. |
Active user community (forums, feedback channels) is referenced. | |
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Feedback Mechanism Platform for submitting feature requests or product feedback. |
Product contains a feedback mechanism for user suggestions. |
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Transparent Pricing Clear, upfront information on feature-based or usage-based pricing. |
Transparent pricing model referenced on website and in sales materials. | |
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Free Trial Availability Option to test the product before committing. |
Free trial period offered on request, as cited in sales form and FAQ. | |
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Volume-based Discounts Pricing discounts available for large organizations or event volumes. |
Volume-based (enterprise) discounts referenced in pricing info. | |
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Multi-user Licensing Ability to assign multiple roles/seats per account. |
Multi-user/role licensing supported for enterprise clients. | |
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Concurrent Event Capacity Total number of events that can be simultaneously managed. |
No information available | |
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System Uptime Guarantee SLA guarantee of minimum system reliability and uptime. |
No information available | |
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Accessibility Compliance Adherence to accessibility standards (e.g., WCAG, ADA). |
Accessibility compliance referenced for regulated institutions and global events. | |
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Data Center Locations Geographies where user data is stored (can impact privacy compliance). |
No information available | |
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Cross-device Support Native support for desktops, tablets, and smartphones. |
Product supports all common device types (web, mobile, tablet). | |
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No Vendor Lock-in Easy export of all client/event data for migration. |
Easy export tools provided to avoid vendor lock-in; migration support referenced. |
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