The event platform for the financial world
Banks, insurance companies and financial institutions choose OAK EVENTS to manage corporate events, investor roadshows and industry conferences with the security and compliance the sector demands.
The complexities of finance events
Handling sensitive client and investor data requires high security standards, audit trails and regulatory compliance.
Coordinating agencies, venues, internal speakers and VIP attendees with complex workflows and multi-level approvals.
Proving event value to boards and management with concrete KPIs: attendance, engagement, conversions, satisfaction scores.
Managing recurring events (assemblies, conventions, roadshows) with variable volumes from 50 to 5,000 attendees on the same system.
OAK EVENTS for the financial sector
Registration flows with custom fields, GDPR consents, document validation and controlled access by attendee type.
VIP, institutional, press and public management with differentiated permissions for content, areas and reserved sessions.
Corporate SSO, CRM integration, custom webhooks and REST API to connect with existing systems.
Real-time dashboards, custom exports, complete audit trails and post-event reports for every stakeholder.
Trusted by industry leaders
For every type of financial event
Shareholder assemblies, agent conventions, annual meetings with registration, voting and integrated reporting.
Multi-stop events for investors and analysts with invitation management, venue check-in and consolidated reports.
Training sessions with attendance tracking, automatic certificates and LMS platform integration.
Want to see OAK EVENTS for your institution?
Book a targeted demo. We'll show you how OAK EVENTS fits the needs of the financial sector.
Book a demo →