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Investor Meets and Client Seminars for Advisers
Investor awareness programmes and client meets are a regular part of business for Indian mutual fund distributors, insurance agencies, wealth advisers and small lenders. A typical one is an evening session in a hotel hall with a fund manager or a tax expert as speaker, organised by the branch manager. Clients are invited by phone and asked to bring a friend. The hall is booked for a hopeful number, dinner is ordered for the same number, and the people who came with friends leave without their details being noted.
Industry Solution
Financial Services
Feature
Events
Why Financial Services teams run Events in OneYukti
A registration page in OneYukti's Events app replaces the phone list. The event page shows the agenda, the speaker's profile and the venue map, and each client registers through the form, adding guests through group tickets. Ticket types can distinguish existing clients from invited prospects. Check-in is by QR code at the hall entrance, and the attendee list holds the friend who came along as a registered person with contact details rather than as a headcount.
Hotel halls and dinners are booked days ahead. AI attendance prediction uses registration trends and historical data to forecast turnout and no-shows, which gives the branch manager a firmer number for seating and catering. Automated reminders go out before the day, so the office is not phoning every client that afternoon. For clients in other towns, the session can run as a hybrid or virtual event with live streaming. A post-event survey collects questions clients still have.
The principal sees, for each programme, how many registered, how many attended and what the survey said. In the CRM app each attendee becomes a contact with a lead score drawn from event engagement, which separates the prospect who stayed for the whole session from the one who registered and did not come. Leads marked high-intent are passed to the sales pipeline for an adviser to follow up. Comparing programmes in the analytics shows which topics fill a hall.
Financial Services challenges that Events solves
Common problems in financial services operations that Events in Yukti addresses
Challenge 1
Clients are invited by phone, and the hall and dinner are booked for a number nobody can confirm
Challenge 2
Friends and relatives who accompany clients leave the programme without their contact details being recorded
Challenge 3
The branch has no record of which prospects attended and who should receive a follow-up call
How Events in Yukti helps Financial Services
What financial services organizations using Yukti get from the app
Benefit 1
Group tickets and QR code check-in record every accompanying guest as a registered attendee with contact details
Benefit 2
The hall and dinner count can be fixed against an AI forecast of turnout and no-shows
Benefit 3
Lead scores from event engagement separate prospects who attended the session from those who only registered