Workflow and budgeting
One request, followed all the way to the invoice.
A stakeholder opens one form and describes the event they need: name, location, date, budget. That single submission kicks off the entire workflow.
Scroll to fill it in↓
One submission, routed on its own
Delivered to the events team's inbox
New event request
Private Banking intake form
Jordan HaleJH
Event name
e.g. Q4 Client Summit
Location
⌖Kings Place, London
Event date
▦18 Nov 2026
Budget requested
£48,000
Business area
Private Banking⌄
Expected guests
120
Event type
Client hospitality⌄
Business justification
Deepen relationships with top-tier clients ahead of year-end reviews and introduce the new wealth advisory team.
➤ Submit request
Routes straight to the events team
Q4 Client Summit
OInbox· Events team
⌕⇅
FocusedOther
JH
Jordan HaleNow
New event request: Q4 Client Summit
Private Banking · £48,000 · 18 Nov 2026 · Kings Place
PN
Priya Nair10:24
RE: Venue options · Annual Conference
I've shortlisted three venues for the ICC date…
FT
Finance TeamMon
Budget approved · Wealth Masterclass
Approved at £27,500. You're clear to proceed.
The decision before the build.
The request doesn’t go straight to a build. A reviewer sees the £48,000 against the year: the line it draws from, and the lines alongside it.
Scroll to put it in front of a reviewer↓
The £48,000 lands as a pending draw, not a done deal
Every line in view: approving here is choosing here
The platform gives the position. A person gives the answer.
Approved, by name. Now it can be built.
Budget review
Q4 Client Summit · request from Jordan Hale
R. Osei · FinanceRO
£48,000requested · would draw from Private Banking, FY26Pending
Private Banking73% of £600,000 annual
Committed £438,000→ £486,000 if approved+£48,000 pending
Across business lines · FY26
Global Markets
£512,000 of £640,000
Investment Banking
£648,000 of £720,000
Wealth Management
£286,000 of £440,000
Corporate Banking
£390,000 of £520,000
Approval takes Private Banking to 81% of its annual allocation.
Approve £48,000
Decline
Nothing is built until this is decidedApproved by R. Osei · recorded on the event
Open it.
Build it.
Go live.
The budget approved, the events team opens the request and builds the whole event in a single click. The registration page launches ready to share.
Events team opens the request
Building the event…
Registration page is live
outlook.office.com/mail/inbox
JH
New event request: Q4 Client Summit
Jordan Hale <jordan.hale@bank.com> · to Events Team · Now
✓ Budget approved · R. Osei⚑ Compliance review
↩⋯
Hi team, please set up the following client event. Details below, budget already agreed.
Location
Kings Place, London
Date
18 Nov 2026
Budget
£48,000
Guests
120 · Private Banking
Justification: deepen relationships with top-tier clients ahead of year-end reviews.
Build event
Creates the event & registration pagePrivate Banking · Client hospitality
Q4 Client Summit
18 November 2026 · Kings Place, London
Register now
120 places
Invitation only · RSVP by 4 Nov
18 Nov 2026Kings Place18:00 – 21:00Drinks reception
About this event
An evening bringing together our top-tier private banking clients to preview the year-end outlook and meet the new wealth advisory team.
18:00Welcome & drinks reception
18:45Keynote: the year-end outlook
19:30Dinner with the advisory team
Live
Building your event…
✓ Compliance cleared · creating microsite & registration
The sponsor watches it come together.
From their own portal, the sponsor tracks progress, sees every guest and where they stand, and can add or remove people themselves, any time.
portal.eventogy.events/q4-client-summit
Jordan HaleJH
Q4 Client Summit
18 Nov 2026 · Kings Place, London · 18:00
✓Submitted
✓Compliance
•Building
◈Live
Invited
7
Registered
4
Awaiting
2
Declined
1
Guest list7 invited
EW
Eleanor Whitfield
Whitfield Capital
MC
Marcus Chen
Chen & Partners
SA
Sofia Almeida
Almeida Holdings
JO
James Okonkwo
Meridian Trust
PR
Priya Raman
Raman Family Office
TB
Thomas Berg
Berg Industries
IR
Isabella Rossi
Rossi Ventures
Interactive. Add a guest, remove one, or click a status to change it.
One request in. A live event out.
See the whole workflow, intake to approval to build to budget, against your own event.
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