Choose the Best Event Technology for Financial Services
Ready to Elevate Your Events?
Get the Guide to Financial Event Planning with Salesforce.
Ready to Elevate Your Events?
Get the Guide to Financial Event Planning with Salesforce
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Built for Higher Education Decision-Makers
Whether you’re an event coordinator, enrollment leader, advancement officer, or IT stakeholder, this guide will help you navigate options and align stakeholders across campus.
Too Many Tools, Not Enough Strategy
When your team wastes time on manual processes or data clean-up, they lose the capacity to focus on student engagement and long-term outcomes.
Higher education institutions often juggle three to five separate tools to manage campus events—registration platforms, payment processors, communication tools, calendar systems, and more. The result? Wasted time, disconnected data, and inconsistent student experiences.
At Blackthorn, we’ve helped financial services teams simplify and strengthen their event strategy directly inside Salesforce. We understand the complexity, and this guide is designed to help you navigate it.
Why Blackthorn?
Buyers Guide
The Right Tech Can Change Everything
What if one platform could do it all—manage your entire event lifecycle from promotion to post-event follow-up—while syncing seamlessly with Salesforce? That’s what best-in-class event tech makes possible.
With a single, unified system, your teams can focus less on logistics and more on creating meaningful, memorable experiences that move your mission forward.
Built for Financial Services Teams Like Yours Who Are
Tired of juggling disconnected tools for investor briefings, client webinars, and internal trainings
Struggling to measure ROI and track engagement across teams
Facing pressure from IT to reduce tool sprawl and maintain data security
Looking for one platform to manage events—fully integrated with Salesforce
This guide helps financial services teams evaluate platforms that are secure, efficient, and built to support real marketing, compliance, and operational workflows—all inside Salesforce.
Selecting the right tech for event planning shouldn’t feel like a risk.
How to evaluate event tech for scalability, security, and firm-wide adoption
The difference between “Salesforce integrated” and “Salesforce-native”—and why it matters
A feature checklist tailored for finance teams
Use cases across investor relations, client engagement, internal training, and partner events
How to future-proof your event tech stack for hybrid, virtual, and in-person formats
What You’ll Get Inside the Guide That Makes Events Easier
What You’ll Walk Away With
A clear, confident framework to evaluate event tech solutions
A shared decision-making language for stakeholders across departments
A blueprint to present your recommendation to leadership
A future-ready approach for events across the client, investor, and employee lifecycle