Financial services
Every business line runs its own events. Every question about them arrives at your desk.
Screening, thresholds and registers to the standard banking supervision expects.
Client entertainment happens across business lines, each with its own budget and its own exposure. You are asked to justify the spend, prove who attended and show it sat within policy, for events you did not personally run.
Trusted by
Screening before the invitation goes out
Guests require compliance approval before invitations are sent out.
AR
A. Reyes, Belmont Capital
Held
On the restricted list this quarter
MO
M. Osei, Keller Group
Cleared
No restrictions, no conflicts
TL
T. Lindqvist, Nordbank
Cleared
Checked against both lists
Thresholds that route themselves
Per-head and total value limits send the booking to the right approver without being asked.
Dinner, £180 a head
Needs desk head sign-off
Briefing, £95 a head
Within limit, approved
Box seats, £260 a head
Needs Compliance
A register that answers the question
Who attended, and on whose authority, reads the same in the room and in the quarterly review.
AUG
14
Dinner, Frankfurt
Approved by R. Osei
12 covers
SEP
26
Roadshow
Approved by L. Grant
Madrid, 8 guests
FY
Q3
Q3 register
48 events, complete
0%
Hours spent complying with financial regulation rose 61% between 2016 and 2023, against 20% growth in total employee hours. The obligation grew roughly three times faster than the working day it had to fit into. Eventogy captures the answers as the work happens, so when the question comes, nobody has to go looking.
Bank Policy Institute, twenty member banks, 2016 to 2023. Base: large US banks.
Hours complying with financial regulation
+61%
Total employee hours, same period
+20%
“It's a very easy solution to use, and for complex events it's definitely a benefit.”
Sergio Godinho · Head of Equity Sales, CaixaBank BPI
The events this covers
Investor conferences
Multi-day, multi-track, with 1:1 meetings matched and booked at scale.
→
Deal and non-deal roadshows
Management teams across cities, itineraries that survive the changes.
→
Client hospitality
Boxes, tables and tickets held as inventory, allocated within policy.
→
Flagship client summits
The annual set-piece, with the guest list your coverage teams fight over.
→
Board and advisory meetings
Small, senior and confidential, with attendance on the record.
→
Closest challenge: Client meetings at scale
You did not run the dinner in Frankfurt. You can still answer every question about it.
Book a demo
Financial Services, on your own controls.