Event management software for banks & financial organisations

Automate management of your financial events: optimise interest, attendance & administration

Swift Digital is your all-in-one event management platform.

From invite to check-in, you’ll have a beautifully branded and seamless event registration process.

See all this and more in action. Schedule a demo to see how our email marketing software can help you…

Engage

Increase engagement & optimise attendance

Accuracy

Make fewer administrative errors like double bookings

Promote

Customise email campaigns to promote events to customers, partners & other stakeholders

Payments

Manage everything from registration to payment & event reminders

Perform

Manage everything from registration to invoicing & payment (if paid events)

Feedback

Gather feedback to enhance future events & services

Australian banks & financial organisations of all sizes have selected Swift Digital as their engagement platform.

Event technology can help increase event attendance by 20%, increase productivity by 27%, and decrease costs by 20-30%.

Source: Enterprise Event Marketing

Why Swift Digital?

As one of Australia’s leading marketing automation companies, we’ve been looking after the marketing needs of banking and financial organisations since 2001.

Our constantly evolving platform includes comprehensive tools not only for event management, but also email marketing, online surveys, landing pages, mobile marketing, engagement scoring, and more.

Having helped thousands of Australian companies grow, we now look after some of the country’s largest banks and financial companies, as well as many superannuation, investment, legal/accounting firms, and government departments.

Your data is safe with us!

All our data servers are located in Australia and we are fully compliant with Australian anti-spam and privacy laws.

Just wanted to say a big thank you for all your team’s help to date! The Employee & Family Month site is looking and working amazingly and we have received so much great feedback to date--especially on the customer experience! Your can-do attitude has helped make the site the way it is. You guys are wonderful to work with!

Westpac

Some impressive statistics

86

Events Created

612

Registrations

162

Payments Processed

Packed to the rafters with event management features

Event statuses

Event statuses for: registered, declined, cancelled, wait list, paid/unpaid, staff.

Email templates

Create and send emails and see: bounces, opens, clicks and more.

SMS communications

Send SMS reminders, venue change alerts, or any other notifications.

Add guest functionality

Allow guests, and even set a maximum guest limit.

Payment gateway integration

Run paid events. Funds are sent directly to your bank account.

Print name labels

Print name tags/labels to provide to your guests on arrival.

Guest cancellations

Allow guests to cancel their registration should they no longer be able to attend.

Capacity limits

Set an event capacity, and allow users to join a ‘wait list’ when reached.

Exclusive invitations

Only allow people whom you’ve invited to register.

Overbook/wait list

Allow registrants to join a ‘wait list’ if the event becomes full.

Event microsites

Build microsites to advertise and promote your event and event details.

Event app and bar codes

Use our iOS event app and QR codes to scan or quickly mark attendance.
Westpac

Who's it for?

Special events are important tools for financial businesses to engage customers, boost retention and growth, and to reach out to partners and employees.

But if you regularly arrange industry conferences, seminars, public speaking events, webinars, or online/offline training for customers, partners, or staff, it can place a strong burden on your time, energy, and organisational skills.

To lighten the load a little, it helps to be able to automate the promotion, administration, and follow up of such events.

Let smart marketing automation technology help you achieve that.

Financial events made easier…

With our easy-to-use event management software for banks and financial organisations:

  • Send personalised invites to customers & other stakeholders using eye-catching email templates

  • Create exclusive invitations: only those you invite can register

  • Monitor bounces, opens, clicks & registrations

  • Present simple customised forms to boost attendance

  • Manage registrations & cancellations without errors

  • Create wait lists for high-demand events

  • Send SMS notifications as the event approaches

  • Create paid or unpaid events

  • Manage invoicing & payment with a payment gateway

  • Develop event micro-sites to further promote events

  • Automatically send out surveys to gather attendee feedback

Automation

Build closer connections with customers & other stakeholders through smarter event management

Whether your event is designed for customers, partners, employees, or other stakeholders, getting the message out to the right people at the right time is key.

Then, administering registrations, payments, cancellations, monitoring attendance, and gathering feedback helps you make it a success from end-to-end.

It’s a lot of work – but it’s much less if you automate as much of it as possible.

That way you create maximum reach without it eating into too much precious time.

Date Triggers

Send automated emails and SMS messages based on dates

  • One month before event, send ‘Invitation’
  • Two weeks before event, send ‘Reminder to register’
  • One day before event, send SMS reminder
  • One hour after event, send ‘Thanks for attending’
  • One day after event, send ‘Sorry we missed you’

Behavioural Triggers

Send automated emails and SMS messages based on behaviour

If “Invitation” email is unopened

Send “Invitation” SMS

Build User Journeys

Build user journeys with unlimited paths, actions, and milestones

  • Build unlimited paths with various triggers to send email and SMS campaigns.
  • Set triggers to occur at any variable, from immediately to hundreds of days later.
  • Assign data conditions to triggers that must be met for campaigns to be sent.
  • Run, pause, edit, and clone campaign journeys at any time.

Your all-in-one secure financial marketing hub

Event management is only part of the marketing strategy for banks and financial organisations.

Swift Digital provides a complete marketing automation platform that can act as the central hub for managing and administering campaigns.

As well as event management software, it includes comprehensive tools for:

  • Email marketing
  • Feedback surveys
  • Engagement scoring
  • Mobile/SMS marketing
  • Landing pages

With all data processed from servers within Australia, you’re in secure hands.

Book your demo to view all the tools…

Learn more: Event Management

Email Marketing

Effortlessly create stunning emails, newsletters and campaigns using our drag-and-drop email builder.

Landing Pages

Build web pages like you build emails. Create forms to capture leads and contacts.

Feedback surveys

Create simple or complex surveys using over a dozen question types and branching logic.

Mobile and SMS

Send personalised messages to your contacts and monitor replies.

Automation

Create user journeys and assign actions to occur based on milestones, dates, and behaviours.

Engagement Scoring

See who’s engaged and who’s not and target campaigns accordingly.

What next?

1. Click ‘Get Started’
2. Fill out the form to submit a request
3. We’ll be in touch to help

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