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


"Groupize is very user-friendly and will help you plan any size event with ease. You can use it for an in-person, on-site, off-site, or virtual meeting as allows you to supply your attendees with all the information needed for a successful meeting. It’s a great “one stop shop” tool!"


