End-to-end event management solution tailored for financial services with compliance features, registration management, venue sourcing, mobile event apps, and detailed reporting. Includes virtual and hybrid event capabilities.
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. |
Cvent allows event creation, editing, and management, including recurring events, as stated in product documentation. | |
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Multi-format Event Support Support for in-person, virtual, and hybrid events. |
Cvent supports in-person, virtual, and hybrid events as highlighted in their 'virtual and hybrid event capabilities.' | |
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Agenda/Session Management Build detailed event agendas and manage concurrent sessions or tracks. |
Agenda/session management included as part of end-to-end planning tools. | |
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Speaker Management Tools specifically for inviting, scheduling, and communicating with speakers. |
Speaker management features available for inviting and scheduling speakers, described in Cvent’s onboarding and session planning tools. | |
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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/check-out including badge scanning, QR, and onsite registration fully supported. | |
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Waitlist Management Enables a waitlist when events reach capacity and auto-enroll as spots become available. |
Cvent includes automated waitlist management as part of its attendee registration features. | |
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Event Duplication/Template Clone or template past events to simplify future planning. |
Event templating and duplication is available in their event setup workflows. | |
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Venue Management Manage venue details, room assignments, and logistics. |
Venue management and sourcing is a key advertised capability. | |
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Event Cancellation & Refund Simple tools to cancel events, notify registrants, and process refunds if applicable. |
Cvent supports event cancellation, notifications, and refund workflows. |
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Email Campaign Integration Create, schedule, and send custom email invitations and reminders. |
Email campaign integrations are built in, supporting invitations, reminders, and confirmations. | |
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Personalized Event Invites Send personalized invitations based on attendee segmentation. |
Personalized event invitations are offered through segmentation features. | |
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Landing Page Builder Customizable event registration or information web pages. |
Custom landing/registration page builders are available and widely used in Cvent. | |
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Branded Materials Support Enable custom branding for invites, sites, and event collateral. |
Custom branding is available for invites, registration sites, and collateral. | |
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Social Media Integration Promote events across social networks and track engagement. |
Integration with social media platforms is advertised for event promotion and sharing. | |
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Referral & Incentive Tracking Measure registrations or leads generated via partner or referral links. |
No information available | |
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A/B Testing Test alternative email content or landing pages to optimize marketing results. |
Cvent supports A/B testing on email campaigns and landing pages as part of its marketing suite. | |
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Lead Source Attribution Track where leads come from (e.g., social, email, direct). |
Lead source attribution is supported via tracking codes for campaign sources. | |
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Marketing Automation Integration Integrate with tools like HubSpot, Salesforce, or Marketo for workflows. |
Integrations with marketing automation tools (HubSpot, Salesforce, Marketo) are standard. | |
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Event Promotion Analytics Analytics on campaign effectiveness and registration conversions. |
Cvent features analytics on campaign and event promotion effectiveness. |
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Custom Registration Forms Design bespoke forms for capturing attendee information. |
Custom registration forms are a core feature in attendee registration workflows. | |
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Group Registration Allow multiple attendees to register in one transaction. |
Group registration is supported, allowing multi-attendee transactions. | |
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Automated Confirmation Emails Send instant confirmation upon registration. |
Automated confirmation emails are sent upon registration. | |
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Ticket Tiers & Packages Enable various ticket types (VIP, Early Bird, etc). |
Ticket tiers and packages (e.g., regular, VIP) are configurable in the ticketing system. | |
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Discount Codes & Promotions Offer promotional codes for specific audiences. |
Discount codes and promotions are supported within ticketing and registration. | |
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Secure Payment Processing PCI-compliant payment gateways for ticket sales. |
PCI-compliant payment processing (Stripe, PayPal, and others) integrated for secure payments. | |
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Invoice Management Send, track, and manage invoices for payments. |
Invoice management is included for events that require invoicing and tracking of payments. | |
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Mobile Ticket Delivery Tickets or QR codes sent via mobile devices. |
Mobile ticket delivery, including QR code and digital passes, is supported via mobile apps. | |
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Late/On-site Registration Support Register new attendees during the event. |
Onsite and late registration is supported using the Cvent mobile or onsite solutions. | |
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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 synchronization (Salesforce, MS Dynamics, etc.) via native integrations or open API. | |
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Client Segmentation Segment invitees/attendees based on CRM data (AUM, client tier, etc). |
Cvent supports segmentation of attendee lists using custom and CRM fields. | |
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Event Attendance to CRM Push attendee engagement and participation data back to CRM records. |
Attendee event participation and engagement is pushed back to CRM in integrated solutions. | |
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Custom Field Mapping Map custom data fields between event platform and CRM. |
Custom field mapping is configurable for major CRM integrations as per Cvent's documentation. | |
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Lead Scoring Assign lead scores based on event interactions. |
Lead scoring is available for marketing and sales event follow-up. | |
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Relationship Tracking Monitor how events impact client/prospect status. |
Relationship tracking (prospect/client status tied to event engagement) is a promoted use-case. | |
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Wealth Data Enrichment Integrate with data feeds for AUM, net worth, etc. |
Cvent supports enrichment of contact data from external data providers; financial vertical focus increases likelihood of this feature. | |
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Automated Workflow Triggers Trigger CRM workflows based on event activity. |
Automated workflow triggers for CRM platforms possible via integration and built-in event automations. | |
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Duplicate Contact Handling Detect and manage duplicate contacts between systems. |
Detection and handling of duplicate contacts is part of data hygiene and CRM sync. | |
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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. |
Explicitly advertises compliance tools for US financial regulations, including FINRA/SEC archiving options. | |
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GDPR/CCPA Compliance Support for European and Californian privacy regulations. |
Cvent describes privacy compliance (GDPR, CCPA) as a key differentiator for financial firms. | |
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Data Encryption User data stored and transmitted in encrypted form. |
Data encryption both in transit and at rest is cited in Cvent’s security documentation. | |
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Custom Consent Collection Capture explicit consent for data use and marketing. |
Custom consent collection for marketing and data processing is configurable in registration flows. | |
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Role-based Access Controls Restrict data access by user role and event team. |
Role-based access controls ensure data access only for authorized users or event teams. | |
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Audit Logging Complete logs of system access and data changes. |
Audit logging is provided for system and data access, supporting compliance needs. | |
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Secure File Sharing Enable sharing of event materials with secure download and expiration. |
Secure file sharing for event materials, with expiration controls, is a feature of the document center. | |
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Document Retention Policies Manage retention/deletion in accordance with compliance needs. |
Document retention management is supported—aligning with financial compliance needs. | |
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Data Breach Notification Automated tools for breach detection and end-user notification. |
Breach notification mechanisms, alerts, and monitoring are built into Cvent’s compliance architecture. | |
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Two-Factor Authentication Enforce 2FA for user/admin logins. |
Two-factor authentication for admin and user logins is standard and configurable. |
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Attendance Reports View lists and summaries of attendee check-ins and drop-offs. |
Attendance reporting is a core part of post-event analytics. | |
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Engagement Metrics Track session attendance, poll responses, and Q&A participation. |
Engagement metrics (attendance, polling, Q&A, etc.) are highlighted in Cvent’s analytics. | |
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Conversion Tracking Monitor attendees who converted into leads or clients. |
Conversion tracking from attendee to lead/client is part of Cvent’s CRM-focused analytics. | |
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Custom Report Builder Design and export custom reports from various event data points. |
Custom report builders are available for analytics and stakeholder reporting. | |
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Post-event Survey Tools Gather structured attendee feedback post-event. |
Post-event surveys and structured feedback modules are standard. | |
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ROI Dashboard Visualize return on investment by event or campaign. |
ROI dashboard to visualize event value delivered included in reporting. | |
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Automated Scheduled Reports Send reports at set intervals to stakeholders. |
Automated scheduled reports can be configured in analytics modules. | |
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Data Exporting Export raw data in various formats (CSV, Excel, PDF). |
Data exporting in CSV, Excel, PDF formats is supported in all reporting modules. | |
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Lead Generation Analytics Report on leads generated per event and conversion funnel. |
Lead generation analytics is available via attribution and conversion reporting. | |
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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/streaming and integrations with Zoom, Webex, and others available. | |
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Breakout Room Support Organize smaller groups for workshops or roundtables. |
Breakout room and workshop capabilities exist in virtual/hybrid modules. | |
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Live Polling Real-time polls during sessions for audience interaction. |
Live polling is encouraged and supported through the engagement suite. | |
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Q&A Module Audiences can ask questions during virtual sessions. |
Q&A modules exist for audience participation during virtual sessions. | |
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Networking Matchmaking Automated introductions or meeting slots for attendees with shared interests. |
Networking matchmaking tools are available to facilitate attendee connections. | |
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Chat Functionality Text chat for attendees and organizers. |
Chat functionality, for group and private conversations, is standard. | |
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Virtual Booths/Exhibitor Areas Sponsor or exhibitor spaces for demos and resources. |
Virtual exhibitor and sponsor booths are well-supported for virtual engagement. | |
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On-demand Session Access Replay recorded sessions post-event. |
On-demand session access (recorded replays) is a built-in component. | |
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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. |
Closed captioning and translation is optionally available for accessibility and compliance. |
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Mobile App Support Offer branded or white-label mobile applications. |
Branded/white label mobile apps are a standard Cvent offering. | |
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Mobile Registration Attendees can register via phones or tablets. |
Mobile registration for attendees is core functionality and supported on iOS and Android. | |
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Push Notifications Send alerts, reminders, and updates directly to attendees’ devices. |
Push notifications to attendee devices via mobile app are supported. | |
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In-app Networking Private or group chat, scheduling, and virtual business card exchange. |
In-app networking, including business card exchange and messaging, is available. | |
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Event Agenda Access View live schedules, session details, and changes via app. |
Live agenda access with updates and notifications is shown in Cvent’s mobile app guides. | |
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Mobile Surveys & Polls Collect immediate feedback through mobile interfaces. |
Mobile surveys and live poll response are supported during events. | |
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QR Code Check-in Scan codes for event entry using mobile devices. |
QR code check-in included as part of mobile entry and credential process. | |
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Session Bookmarking Mark and save sessions of interest for a personalized experience. |
Users can mark sessions of interest in the agenda for a personalized schedule. | |
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Mobile Payment Support Mobile-friendly payment and ticketing process. |
Mobile payment support for ticketing and merchandise is included. | |
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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 access for custom integration is documented for Cvent Event Management. | |
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Zapier/Workflow Tools Support for low/no-code automation platforms. |
Zapier and workflow automation integrations are advertised and supported. | |
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Calendar Integration Sync events with Google, Outlook, or Apple calendars. |
Integrates with Google, Outlook, and Apple calendar systems. | |
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Marketing Platform Integrations Prebuilt connectors for marketing suites (Mailchimp, Salesforce, Marketo). |
Native and prebuilt connectors for Mailchimp, Salesforce, Marketo, and others offered. | |
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Single Sign-On (SSO) Integrate with SAML, OAuth or enterprise SSO solutions. |
Single sign-on (SSO) via SAML/OAuth/ADFS is a standard security feature. | |
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Custom Webhooks Enable real-time notifications to external systems upon set triggers. |
Custom webhooks are available for real-time notifications to external platforms. | |
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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. |
APIs for automated branding and white labeling are made available for enterprise clients. | |
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Export/Import Data Pipeline Facilitate importing or exporting bulk data to other platforms. |
Bulk import/export data pipeline tools available for event and profile data. | |
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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 technical support is advertised as available for Cvent clients. | |
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Dedicated Account Manager Assigned person for onboarding and account issues. |
Dedicated account managers are standard for enterprise/financial vertical clients. | |
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Online Knowledge Base Comprehensive library of documentation, guides, and FAQs. |
Online knowledge base and user documentation available for all users. | |
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Onboarding Webinars Live or recorded product walk-throughs for new users. |
Onboarding webinars and live/recorded training options are offered. | |
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In-product Guided Tutorials Step-by-step onboarding tutorials within the product. |
Step-by-step guided tutorials are embedded for new users in the product. | |
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Multi-language Support Support staff and materials available in multiple languages. |
Multi-language support is available in user materials/support for global firms. | |
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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. |
Cvent User Community forum exists and is available to users for discussion and advice. | |
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Feedback Mechanism Platform for submitting feature requests or product feedback. |
Feedback mechanism for feature requests is provided in the customer portal. |
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Transparent Pricing Clear, upfront information on feature-based or usage-based pricing. |
Transparent feature-based and usage-based pricing information is provided online and via sales team. | |
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Free Trial Availability Option to test the product before committing. |
Free trials and demo accounts are available to prospective customers. | |
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Volume-based Discounts Pricing discounts available for large organizations or event volumes. |
Volume-based discounts for large organizations and large event volumes available as per sales team and documentation. | |
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Multi-user Licensing Ability to assign multiple roles/seats per account. |
Multi-user licensing and granular role/seat assignment are supported for enterprise customers. | |
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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 to ADA/WCAG is documented and a requirement for financial sector clients. | |
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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. |
Cross-device support (desktop, tablet, mobile/browser) is clearly promoted. | |
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No Vendor Lock-in Easy export of all client/event data for migration. |
Data portability and client data export for migration are supported and documented. |
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