How a financial services company improves engagement at their annual roadshow
A large financial services company run a pension roadshow around the UK every year. Given previous experience with event technology that did not achieve their objectives, they approached us in 2016 to design and build a new solution.
This needed to be easy for their clients to use as well as capturing as much information as possible to gather insights from the interactions and learn more about their clients' needs.
By changing the focus of the events to be about sharing information, increased levels of engagement were achieved and their clients were more likely to share information about themselves which has led to a much better understanding of their clients' individual requirements.
The Solution
Smart Badges
RFID badges are given to delegates and are scanned marking them as present.
Tablets
Delegates sit at any table and log in to a tablet using their RFID badge.
Paperless App
Depending on the type of delegate logging in, different functions are available.
Polling
Tablets automatically come to life to show polls which means the whole audience can respond in seconds.
Messaging
Delegates send in questions and comments at any time and can ‘like’ other people’s messages to ensure the most relevant ones are dealt with in the Q&A
Star ratings
At the end of each presentation, a quick 5-star survey pops up on every tablet to get instant appraisal on the presentations.
Host Notes
Employees of the client attending the events take notes of all conversations they have with delegates which form the basis of follow-ups and actions post-event.
Document Requests
Delegates request any number of available documents to be sent to them post-event. Metrics are stored enabling the client to see preferences and tailor future material.
Private Chat
Delegates can send private messages to any other delegate at the conference – only delegates that are actually there appear on the attendee list.
Feedback
At the end of the event an easy-to-use survey appears on all tablets. Given the interactive and participative nature of the event, most delegates are happy to fill it in.
Insights
All the data from all the different areas is collated and sent back for analysis. This leads to valuable insights into what the delegates would like to see in their business.
The global pandemic shut down in person events in early 2020, and the roadshow had to switch to virtual for 2021 and a mixture of virtual and in person for 2022.
For 2023 however, the roadshow returned to full face-to-face interactive meetings with React Interact.
"We had a smashing year, big thanks to the guys for making it go so smoothly! It is great to be working with you all again."
Delegate Testimonials
"Engaging and informative event, great use of technology."
Delegate
Pensions Roadshow
"Brilliant use of technology. Tablet easy to use and aided questions etc. rather than got in the way."
Delegate
Pensions Roadshow
"The tablet technology was very impressive and the organisation excellent."
Delegate
Pensions Roadshow
"App and tablet was excellent and worked perfectly with no glitches. Brilliant."
Delegate
Pensions Roadshow
"The conference was very informative, the most digitally enabled I have attended."
Delegate
Pensions Roadshow
"The best app I have used to date at a conference"
Delegate
Pensions Roadshow
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