Meeting & event management solutions for
Financial Services


Visibility, Compliance and Controls

With a fully automated meeting management solution,  your business can get visibility, be more efficient, and keep everyone safe.  Groupize streamlines the entire lifecycle of travel, meetings, and events to:

  • Eliminate siloes & improve collaboration
  • Consolidate tech for all departments with one easy to use solution
  • Manage compliance
  • Digitize inefficient, error prone manual processes
  • Enforce brand standards and elevate experiences
  • Support cost savings

Simplify & Automate Meetings of All Types

In financial services, there are many use cases ideal for Groupize
  • Banking
  • Professional Advisory
  • Wealth Management
  • Mutual Funds
  • Insurance
  • Stock Market
  • Tax/Audit Consulting
  • Investors/Hedge Funds
  • Treasury/Debt Instruments
  • and more
  • Branch Meetings
  • Investor & Board Meetings
  • Recruiting
  • Presidents Club
  • Summits and Forums
  • Roadshows
  • Awards
  • Workshops & Seminars
  • Training & Onboarding
  • and more

One Easy Platform for All

Make anyone a pro planner with simple tools that make their job easier. Groupize provides an easy to use solution for all stakeholders:

  • Built for enterprise-wide deployment
  • Simple, intuitive and modern self-service platform
  • Guaranteed ROI on every event
  • Next-level innovation with guided experiences
  • More affordable than existing systems
  • Quick, seamless implementation
  • Enables consistent brand experiences