Optimising CaixaBank’s Annual Investor Conference with Eventogy’s SaaS Platform
The Challenge
1.
Manual scheduling of meetings between investors and corporations, which was time-consuming and prone to errors.
2.
Inefficient registration process for attendees.
3.
Distribution of event schedules and updates to all participants in a timely and organised manner.
Introduction
Eventogy, a leading event management Software as a Service (SaaS) platform, specialises in automating and streamlining event organisation for a diverse range of clients, including global banks and law firms. This case study highlights the successful implementation of Eventogy’s platform for one of Spain’s largest banks, CaixaBank, during their annual investor conference.
Understanding Investor Conferences
An investor conference is a professionally organised event that brings together institutional investors, individual investors, analysts, and representatives of publicly traded companies or private firms seeking investment. The primary purpose of these conferences is to facilitate networking, collaboration, and the exchange of information among attendees, ultimately promoting new investment opportunities and partnerships.
Investor conferences typically feature keynote speakers, panel discussions, and presentations by industry leaders, covering market trends, economic outlooks, and investment strategies. Additionally, these events provide a platform for companies to showcase their financial performance, growth plans, and investment opportunities to potential investors through one-on-one meetings, group sessions, or virtual presentations.
Client Background
CaixaBank, one of the largest banks in Spain, hosts an annual investor conference to bring together investors and corporations. This event aims to foster collaboration and investment opportunities, thus requiring meticulous scheduling and organisation.
The Solution
Eventogy’s SaaS platform was implemented to address these challenges and streamline CaixaBank’s investor conference management process. The platform’s key features included:
1.
Automatic scheduling:
Eventogy’s algorithm efficiently matched investors and corporations based on their preferences and availability, automating the scheduling process.
2.
Seamless registration:
The platform provided an intuitive registration interface for attendees, capturing essential information and automating confirmation emails.
3.
Real-time schedule distribution:
Eventogy’s platform ensured that all attendees received their individual schedules and updates through a centralised dashboard, accessible via mobile and desktop devices.
The Results
The implementation of Eventogy’s platform proved to be highly beneficial for CaixaBank, as it:
1.
Saved time:
The automatic scheduling feature eliminated manual scheduling efforts and reduced the risk of human errors. This allowed CaixaBank’s event management team to focus on other essential tasks, such as marketing and sponsor coordination.
2.
Increased attendee satisfaction:
The seamless registration process and real-time schedule distribution significantly improved the overall attendee experience, resulting in positive feedback and a higher likelihood of future event attendance.
3.
Facilitated data analysis:
Eventogy’s platform provided valuable insights through data analytics, enabling CaixaBank to better understand attendee preferences and behaviour, further enhancing event organisation and planning for future conferences.
Conclusion
Eventogy’s SaaS platform proved to be an invaluable asset for CaixaBank in managing their annual investor conference, addressing the challenges they faced and streamlining the event organisation process. By leveraging Eventogy’s automated features and data-driven insights, CaixaBank was able to deliver a successful event with increased attendee satisfaction and valuable networking opportunities. This case study demonstrates Eventogy’s ability to cater to the unique requirements of the financial industry, making it the preferred choice for organisations seeking to optimise their event management process.
About Sergio
Head of Equity Sales at CaixaBank BPI, for a team of 8 sales covering mostly UK, Continental Europe and Iberian Institutional accounts, Sergio Godinho is responsible for Sales coverage of Nordics (Sweden, Denmark, Norway, Finland) and Central Europe (Germany, Switzerland) within the team. In total, more than 20 years of experience in Iberian Equity markets, including roles as macro economist, financial analyst and equity sales.
