All-in-one platform for in-person, virtual, and hybrid events for financial advisors. Includes marketing automation, registration management, networking tools, and detailed analytics for measuring client engagement and ROI.
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. |
Bizzabo allows creation, editing, and management of event dates and times including recurring events per product website and documentation. | |
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Multi-format Event Support Support for in-person, virtual, and hybrid events. |
Bizzabo is marketed as supporting in-person, virtual, and hybrid events as a core differentiator. | |
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Agenda/Session Management Build detailed event agendas and manage concurrent sessions or tracks. |
Detailed agenda/session management is part of the platform (agenda builder, concurrent tracks mentioned on homepage). | |
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Speaker Management Tools specifically for inviting, scheduling, and communicating with speakers. |
Bizzabo lists speaker management, including invitations and scheduling, as a feature within its core event workflow. | |
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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 functionality is offered, including QR codes and real-time status dashboards per platform details. | |
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Waitlist Management Enables a waitlist when events reach capacity and auto-enroll as spots become available. |
Waitlist management is advertised as part of Bizzabo's registration capabilities. | |
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Event Duplication/Template Clone or template past events to simplify future planning. |
Event duplication and templating are included, allowing reuse of event structures to simplify planning. | |
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Venue Management Manage venue details, room assignments, and logistics. |
Venue management, including room and logistics assignments, highlighted in platform feature list. | |
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Event Cancellation & Refund Simple tools to cancel events, notify registrants, and process refunds if applicable. |
Event cancellation and refund management is supported, with tools to notify and process attendees. |
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Email Campaign Integration Create, schedule, and send custom email invitations and reminders. |
Integrated campaign email functionality is featured for invitations and reminders. | |
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Personalized Event Invites Send personalized invitations based on attendee segmentation. |
Provides personalized event invitation capabilities using attendee segmentation. | |
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Landing Page Builder Customizable event registration or information web pages. |
Includes a customizable landing page builder for event registration. | |
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Branded Materials Support Enable custom branding for invites, sites, and event collateral. |
Custom branding is available for invites, websites, and event materials. | |
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Social Media Integration Promote events across social networks and track engagement. |
Social media promotion and integration is a listed feature ('promote and amplify your event'). | |
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Referral & Incentive Tracking Measure registrations or leads generated via partner or referral links. |
Referral/incentive tracking tools are included for partner engagement. | |
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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). |
Lead source attribution is mentioned in Bizzabo's marketing analytics suite. | |
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Marketing Automation Integration Integrate with tools like HubSpot, Salesforce, or Marketo for workflows. |
Marketing automation integrations (Salesforce, HubSpot, Marketo) are supported. | |
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Event Promotion Analytics Analytics on campaign effectiveness and registration conversions. |
Analytics dashboard provides campaign effectiveness and registration conversion data. |
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Custom Registration Forms Design bespoke forms for capturing attendee information. |
Enables custom registration forms for attendee data collection. | |
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Group Registration Allow multiple attendees to register in one transaction. |
Supports group registration for multiple attendees. | |
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Automated Confirmation Emails Send instant confirmation upon registration. |
Automated confirmation emails are sent at registration. | |
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Ticket Tiers & Packages Enable various ticket types (VIP, Early Bird, etc). |
Multiple ticket tiers/packages (VIP, Early Bird, etc) available. | |
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Discount Codes & Promotions Offer promotional codes for specific audiences. |
Discount codes and promotional offers option present in event setup. | |
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Secure Payment Processing PCI-compliant payment gateways for ticket sales. |
Supports PCI-compliant payment gateways for ticket sales. | |
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Invoice Management Send, track, and manage invoices for payments. |
Invoice management for payments is built into registration management. | |
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Mobile Ticket Delivery Tickets or QR codes sent via mobile devices. |
Mobile ticket delivery with QR code support included. | |
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Late/On-site Registration Support Register new attendees during the event. |
Late and on-site registration functionality is natively available. | |
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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 is supported out-of-the-box (integrations with Salesforce, HubSpot). | |
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Client Segmentation Segment invitees/attendees based on CRM data (AUM, client tier, etc). |
Client segmentation is performed based on CRM and event data. | |
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Event Attendance to CRM Push attendee engagement and participation data back to CRM records. |
Attendee engagement and participation data can be pushed back to supported CRM platforms. | |
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Custom Field Mapping Map custom data fields between event platform and CRM. |
Custom field mapping between event platform and CRM is available. | |
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Lead Scoring Assign lead scores based on event interactions. |
Lead scoring can be set up based on event touchpoints. | |
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Relationship Tracking Monitor how events impact client/prospect status. |
No information available | |
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Wealth Data Enrichment Integrate with data feeds for AUM, net worth, etc. |
Wealth data enrichment via integrations is possible with certain CRM/data providers. | |
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Automated Workflow Triggers Trigger CRM workflows based on event activity. |
Automated CRM workflows can be triggered by attendee event actions. | |
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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. |
Regulatory tools (FINRA/SEC) are referenced for financial advisor use case; may rely on integrations. | |
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GDPR/CCPA Compliance Support for European and Californian privacy regulations. |
Compliance with GDPR and CCPA privacy standards is explicitly stated on the Bizzabo website. | |
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Data Encryption User data stored and transmitted in encrypted form. |
Bizzabo details data encryption at rest and in transit as part of security documentation. | |
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Custom Consent Collection Capture explicit consent for data use and marketing. |
Custom consent collection is available for GDPR/marketing compliance. | |
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Role-based Access Controls Restrict data access by user role and event team. |
Platform provides role-based access controls to restrict data per user roles. | |
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Audit Logging Complete logs of system access and data changes. |
Audit logging for security events and data changes is described in security documentation. | |
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Secure File Sharing Enable sharing of event materials with secure download and expiration. |
Secure file/document sharing is supported, including expiring download links. | |
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Document Retention Policies Manage retention/deletion in accordance with compliance needs. |
No information available | |
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Data Breach Notification Automated tools for breach detection and end-user notification. |
Bizzabo has automated data breach notification protocols per compliance section. | |
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Two-Factor Authentication Enforce 2FA for user/admin logins. |
Supports two-factor authentication (2FA) for user and admin logins. |
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Attendance Reports View lists and summaries of attendee check-ins and drop-offs. |
Attendance reporting tools are part of standard analytics suite. | |
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Engagement Metrics Track session attendance, poll responses, and Q&A participation. |
Tracks session attendance, polls, Q&A, and overall attendee engagement. | |
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Conversion Tracking Monitor attendees who converted into leads or clients. |
No information available | |
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Custom Report Builder Design and export custom reports from various event data points. |
Custom report builder is featured for advanced analytics export. | |
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Post-event Survey Tools Gather structured attendee feedback post-event. |
Post-event survey tools are listed among engagement tools. | |
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ROI Dashboard Visualize return on investment by event or campaign. |
ROI dashboard/analytics available with financial impact tracking. | |
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Automated Scheduled Reports Send reports at set intervals to stakeholders. |
Platform supports automated, scheduled reporting to stakeholders. | |
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Data Exporting Export raw data in various formats (CSV, Excel, PDF). |
Event and attendee data exports supported in multiple formats. | |
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Lead Generation Analytics Report on leads generated per event and conversion funnel. |
Lead generation analytics tools included per event with conversion funnel 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. |
Integrated video streaming and webinar functionality (native or via integration) is core to virtual/hybrid events. | |
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Breakout Room Support Organize smaller groups for workshops or roundtables. |
Supports breakout rooms and roundtable sessions in virtual environments. | |
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Live Polling Real-time polls during sessions for audience interaction. |
Live polling is available for interactive sessions. | |
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Q&A Module Audiences can ask questions during virtual sessions. |
Q&A module is included for audience interaction in sessions. | |
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Networking Matchmaking Automated introductions or meeting slots for attendees with shared interests. |
Automated networking and matchmaking for attendees is a promoted feature. | |
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Chat Functionality Text chat for attendees and organizers. |
Text and group chat for attendees and organizers is provided in virtual events. | |
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Virtual Booths/Exhibitor Areas Sponsor or exhibitor spaces for demos and resources. |
Virtual booths and exhibitor areas are included for sponsors. | |
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On-demand Session Access Replay recorded sessions post-event. |
On-demand session access is available post-event for attendees. | |
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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. |
Live translation and captioning available as part of accessibility support. |
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Mobile App Support Offer branded or white-label mobile applications. |
Branded mobile app support referenced as part of event app capabilities. | |
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Mobile Registration Attendees can register via phones or tablets. |
Attendees can register through mobile-optimized event interfaces. | |
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Push Notifications Send alerts, reminders, and updates directly to attendees’ devices. |
Supports push notifications to event app users. | |
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In-app Networking Private or group chat, scheduling, and virtual business card exchange. |
In-app networking tools, including virtual business cards and chat, are features of the mobile app. | |
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Event Agenda Access View live schedules, session details, and changes via app. |
Mobile agenda access with live updates is a promoted feature. | |
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Mobile Surveys & Polls Collect immediate feedback through mobile interfaces. |
Mobile surveys and polls available via event app. | |
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QR Code Check-in Scan codes for event entry using mobile devices. |
QR code check-in/entry is supported through the mobile event app. | |
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Session Bookmarking Mark and save sessions of interest for a personalized experience. |
Session bookmarking (personalized schedule) for attendees is a standard app feature. | |
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Mobile Payment Support Mobile-friendly payment and ticketing process. |
Mobile payment support provided for registrations and ticketing via event app. | |
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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. |
Offers open API for 3rd party/custom integration. | |
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Zapier/Workflow Tools Support for low/no-code automation platforms. |
Zapier and other workflow tool integrations are supported. | |
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Calendar Integration Sync events with Google, Outlook, or Apple calendars. |
Supports calendar integrations with Google, Outlook, Apple. | |
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Marketing Platform Integrations Prebuilt connectors for marketing suites (Mailchimp, Salesforce, Marketo). |
Prebuilt integrations for platforms like Salesforce, Mailchimp, Marketo. | |
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Single Sign-On (SSO) Integrate with SAML, OAuth or enterprise SSO solutions. |
Single sign-on (SSO) capability provided including SAML and OAuth. | |
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Custom Webhooks Enable real-time notifications to external systems upon set triggers. |
Custom webhooks supported for triggering notifications to external systems. | |
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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 export/import pipelines available for customer data and 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. |
Bizzabo offers 24/7 technical support as part of premium plans. | |
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Dedicated Account Manager Assigned person for onboarding and account issues. |
Dedicated account manager included for enterprise-tier clients. | |
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Online Knowledge Base Comprehensive library of documentation, guides, and FAQs. |
Extensive knowledge base online with documentation and FAQs. | |
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Onboarding Webinars Live or recorded product walk-throughs for new users. |
Onboarding webinars (live and recorded) available. | |
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In-product Guided Tutorials Step-by-step onboarding tutorials within the product. |
In-product guided tutorials are provided to assist new users. | |
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Multi-language Support Support staff and materials available in multiple languages. |
Multi-language support is referenced, especially for global events and support. | |
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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 forum is referenced for peer-to-peer support. | |
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Feedback Mechanism Platform for submitting feature requests or product feedback. |
Customer feedback and feature request platform available. |
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Transparent Pricing Clear, upfront information on feature-based or usage-based pricing. |
Pricing is transparent and available on the website or by request. | |
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Free Trial Availability Option to test the product before committing. |
Free trial option is explicitly available for prospective customers. | |
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Volume-based Discounts Pricing discounts available for large organizations or event volumes. |
Volume-based/enterprise pricing discounts are described. | |
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Multi-user Licensing Ability to assign multiple roles/seats per account. |
Supports multi-user licensing, with multiple roles and seats per account. | |
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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. |
undefined System uptime SLA is cited at 99.9% in legal documentation. |
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Accessibility Compliance Adherence to accessibility standards (e.g., WCAG, ADA). |
Accessibility compliance (WCAG 2.1, ADA) stated in documentation. | |
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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 is provided for desktop, tablet, and mobile. | |
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No Vendor Lock-in Easy export of all client/event data for migration. |
Easy data export is available to avoid vendor lock-in. |
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