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For Financial, Legal & Professional Services

Built for Trust, Expertise, and Long-Term Relationships

For financial, legal, and professional services firms, events are about credibility, discretion, and relationship depth. Client briefings, seminars, and executive gatherings create space to demonstrate expertise and move relationships forward.

hapily keeps these events connected inside your CRM, so attendance, engagement, and follow-up stay tightly aligned to the clients and opportunities that matter most.

Educational Seminars and Client Briefings

Executive Roundtables and Private Dinners

Continuing Education and Accreditation Sessions

Client Appreciation and Relationship Events

Industry Panels and Thought Leadership Events

Internal Training and Enablement Eessions

Webinars and Hybrid Events

How hapily supports Financial, Legal & Professional Services:

Registration & Audience Segmentation

Use CRM data to invite the right clients, prospects, or referral partners to each event, keeping outreach targeted and appropriate for the audience.

Learn more about Marketing & Promotion

Paid Registration & Access Control

Support paid seminars, one-day events, and accredited sessions with capacity limits, controlled access, and payment tracking tied directly to each attendee.

Learn more about Ticketing

Attendance Tracking & Onsite Context

Track who actually attended events with reliable check-in, while surfacing relevant attendee details so hosts and presenters have the right context.

Learn more about the On-site Experience

Engagement History

Maintain a clean record of event participation across seminars, briefings, and client programs to support long-term relationship management.

Surveys & Feedback

Collect structured feedback after events to understand interest areas, client needs, and opportunities for future programming.

Learn more about Surveys

Reporting & Attribution

Report on attendance, engagement, and downstream activity to understand which events support client retention, referrals, or new opportunities.

Learn more about Attribution and Insights

Follow-Up & Automation

Trigger timely follow-up, share resources, and invite attendees to future events based on participation and interest without manual coordination.

hapily blog

The latest from the hapily team:

Release Notes | January 2026

Release Notes | January 2026

A quick look at new feature releases, improvements, and bug fixes.

Release Notes | January 2026
Nikki Zangardi

February 06, 2026

How Enriched Lead Data Strengthens Your Post-Event Strategy

How Enriched Lead Data Strengthens Your Post-Event Strategy

Capturing leads is easy, but enriching them is where the magic happens.

How Enriched Lead Data Strengthens Your Post-Event Strategy
Nikki Zangardi

February 03, 2026

[ON-DEMAND WEBINAR] Product Updates January 2026

[ON-DEMAND WEBINAR] Product Updates January 2026

The latest hapily product updates, new features, and future roadmap highlights.

[ON-DEMAND WEBINAR] Product Updates January 2026
Nikki Zangardi

January 30, 2026

 

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