Finance Events Platform

Run Every Financial Services Event on One Approved Platform

One platform for banks, insurers, wealth managers, advisors, and certification bodies to run in-person, hybrid, and virtual events, with the security and reporting your organization expects.

Recognized by Gartner & G2. Trusted By Top Organizations.

Every Event Tool Your Financial Services Organization Needs, in One Place

From registration and ticketing to onsite check-in, badge printing, and a branded mobile event app, vFairs brings every event tool into one platform, so a single team can run your flagship conference and every smaller event around it.

Run Events That Meet Your Security and Compliance Requirements

  • Protect attendee and client data with enterprise-grade infrastructure and encrypted access.
  • Show each attendee only what their role allows, using permission rules set at registration.
  • Meet your organization’s standards with SOC 2, ISO 27001, GDPR, CCPA, and TX-RAMP compliance.
  • Collect registration payments through PCI-compliant providers.

Reduce Wait Times at Your Event with Check-In Apps

  • Check attendees in fast with QR code scanning and self-service kiosks on any tablet or device.
  • Print personalized, branded badges on the spot, including individual QR contact codes.
  • Capture and qualify leads onsite with a branded lead capture app.
  • Give onsite attendees a branded mobile app for agendas, maps, and updates.

Host Hybrid & Onsite AGMs, Earnings Calls, and Investor Days

  • Gate entry with personalized links and approval by attendee type for private and VIP sessions.
  • Share financial reports, presentations, and investor decks through controlled content access.
  • Let investors and analysts book 1:1 meetings with company representatives.

Run a Full Conference and a Virtual Counterpart From One Platform

  • Run the same event in-person, hybrid, or virtual without rebuilding it.
  • Configure a full-featured flagship conference with exhibit halls, sponsors, and networking.
  • Strip back to a lean virtual or webinar format when that is all the event calls for.
  • Reuse your branding and templates across events without rebuilding from scratch.
  • Pay for and manage only what each event uses.

Give the Right Networking Tools & Opportunities to Event Attendees

  • Get advisors and clients into booked 1:1 meetings before the event opens, using an integrated scheduler.
  • Match attendees by interest and role with smart matchmaking.
  • Give industry leaders and members dedicated spaces to connect.

Deliver Virtual Advisor Training and Client Education That Holds Attention

  • Host live and on-demand sessions with breakout rooms, polls, Q&A, and chat.
  • Connect with the tools you already use, including Zoom and Microsoft Teams.
  • Add web accessibility features like subtitles, live translations, and transcription.
  • Track personalized agendas and session check-ins through the mobile app.

Give Association Members Continuing-Education Credit They Can Document With Confidence

  • Run polls and track participation that map directly to CE and credit requirements.
  • Give members accurate, auditable records of attendance and session activity.
  • Report on join and leave times, session duration, and completion for each attendee.
  • Support credentialing programs for financial examiners, actuaries, accounting and finance societies, and licensing bodies.

Automate Membership Status Checks at the Time of Registration

  • Skip the manual export by syncing every registration straight into your membership database or CRM.
  • Handle both standing members and new event registrants without manual cleanup.
  • Connect the tools your team already runs on, including Salesforce and HubSpot.

One Platform for Every Financial Services Event

Find the right in-person, hybrid, or virtual solution and configure it to your event.

Conferences

Bring together experts and leaders around the topics moving your sector.

Investor and Shareholder Events

Run AGMs, earnings calls, and investor days with controlled access.

Certification and CE Events

Deliver credit-bearing events your members can rely on to document their hours.

Client and Advisor Events

Build relationships through branded client conferences and advisor summits.

Testimonials

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"We have had the pleasure of working with vFairs for our annual addiction professionals conference for the last three years. It was easy and it was a smooth transition from the virtual world back to the in-person format."

Susanna
Susanna
Finance Specialist at NJPN.
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"vFairs is very detail-oriented and they are there always to support us with our changes, our needs, and kind of understand our our clients' needs, which is crucial."

Anders
Anders
Finance Head at IMS Marketing
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"Every request I made, no matter how last minute or complex, was met with a solution and not a hesitation. vFairs expertise, dedication and kindness made this experience seamless and I truly couldn't have done it without vFairs team."

Aleasha
Aleasha
SENIOR DIRECTOR OF PARTNER ALLIANCES 7Mindsets

FAQs

What security and compliance standards does vFairs meet?

vFairs maintains SOC 2, ISO 27001, GDPR, CCPA, and TX-RAMP compliance, with enterprise-grade infrastructure to protect attendee and client data. See our Trust Center for current documentation.

Can we control who has access to private or confidential sessions?

Yes. vFairs supports permissions-based entry, personalized access links, and access control by attendee type, so investor, VIP, and internal sessions stay limited to the right audience.

Can vFairs handle continuing-education credit tracking?

Yes. Polling, participation tracking, and attendance reporting can be tied to CE and credit requirements, giving members auditable records of their participation.

Does vFairs integrate with our membership database and CRM?

vFairs supports integration with membership systems (AMS) and CRM platforms including Salesforce, so registration data stays in sync with your records.