Event Management for a Leading Financial Institution

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.