Event Management for a Leading Financial Institution
Streamlining Event Management for a Leading Financial Institution
About Client
This case study explores how a leading financial institution transformed its event management process using Stova's end-to-end solutions, addressing inefficiencies, data disparities, and branding inconsistencies. By consolidating multiple platforms into one streamlined tool, the institution achieved faster event planning cycles, enhanced brand compliance, and real-time data insights. Download this case study to learn how leveraging Stova's innovative event management capabilities can drive organizational growth, improve attendee experiences, and provide comprehensive visibility into event performance across global regions.
Consolidating event details all in one place allowed the financial institution to gain insights into meeting activity company-wide, increasing visibility into the meetings pipeline, driving savings, and bringing global teams together. The reduction of risk, increase of speed to market, and flexibility of one platform benefited the overall organization. Planners now had instant access to meeting details and could analyze, track, and benchmark events performance across the global events portfolio.
Objective
The financial institution aimed to streamline their event planning journey from email event marketing templates to data management by utilizing Stova’s end-to-end event management solution. This solution would empower planners with stronger real-time control over their event execution and data aggregation, making them more agile and responsive to external clients through a robust, user-friendly single software tool.
The institution intended to upgrade global reporting, automate data management, increase speed to market timing, reduce risk with full visibility of branding across marketing assets, and enhance event data acquisition across the Americas, EMEA, and APAC regions. Consolidating into one platform aimed to drive cost-savings through consolidated licenses, enhance planning efficiency, and provide a more personalized, enhanced experience for event attendees, while maintaining the highest level of data privacy and security.
Solution
The financial institution utilized Stova’s solutions for in-person events in the Americas to strengthen core goals and streamline internal teams’ productivity. Stova’s end-to-end event management solutions included:
- Pre-Registration/Onsite Registration System using Stova’s Pro SaaS Registration Platform.
- Customized and cloneable Registration/Website Templates.
- Branded, configurable mobile applications for individual lines of business, each with available onsite support.
- Strategic Meeting Management (Meeting Request, Sourcing, Budget).
- Robust reporting engine.
Stova’s event websites and email marketing allowed for customization within templates, reducing the risk of improper brand usage. Email marketing within the platform provided unprecedented access to attendee tracking and data segmentation, including open rates, deliverability, and bounces. Integration with current vendor supports gave event planners flexibility to outsource the Stova event marketing solutions if necessary, while also allowing them to utilize the platform to its fullest.
Customizable meeting request and approval workflows through Stova’s strategic meetings management solutions provided visibility into meeting activity and approval controls. These real-time insights helped identify risks and make corrections before the event ended.
Globally, bringing in a single platform streamlined asset distribution, data management, email automation, and reporting. Custom integration between Stova’s registration platform and the institution’s CRM and Salesforce reduced manual data processing and eased the strain on global data touchpoints. Stova’s tools captured all booked meeting data, including negotiation details, in one place, centralizing these details and driving sound decision-making.
Event Success
Overall, the financial institution saw:
- Stronger brand compliance at events.
- Reduction in event cycle planning time.
- Increase in speed to market for event invites and sites.
- Improvement in event brand consistency.
- Enhanced client data flow, resulting in better speed-to-market following an event.
- Elimination of out-of-sync data across different event sessions.
Using Stova’s capabilities, speed to market within the Americas increased, flexibility for event planners improved, and the approval process became more streamlined. Access to event data allowed for a more automated process, providing unprecedented access to events data and real-time reporting. With Stova’s advanced and integrating reporting solutions, events data could be visualized on dashboards and analyzed according to personal and organizational-wide key performance indicators.
Stova’s event management solutions created self-sufficient event planners by providing templated emails and registration websites set with strict brand standards, removing the lengthy approval process. Planners had full control over event timelines and asset distribution, enhancing the event journey.
No HTML expertise was required to use Stova’s event management platform. Everything was built out to strict brand standards in a user-friendly dashboard with drag-and-drop features, enabling easy cloning, editing, and reuse of emails and event websites. Stova’s technology-enabled services empowered internal teams with agency and ownership, providing access to event help when needed.
Existing website and email templates created by the financial institution’s team within the Stova platform were manageable, trackable, and measurable. Attendance records and event data could be accessed post-event and in real-time, both virtually and onsite, always providing full visibility into events data.
Client
Location: Global
Employees: 100,000+
Industry: Financial Institution
Products Leveraged:
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Whether your event is virtual, hybrid, or in-person, enhance your attendee’s journey with an event ecosystem built for your audience. Ready to walk through Stova's event technology solutions? Schedule some time with us today.