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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.

→ Link to Automation & Follow-Up

hapily blog

The latest from the hapily team:

Bringing Event Communications Into Your Plan From the Beginning (Without Overthinking It)

Bringing Event Communications Into Your Plan From the Beginning (Without Overthinking It)

Event communication works better when it’s planned alongside the event itself. Here’s a look at how teams can plan as part of event setup, ...

Bringing Event Communications Into Your Plan From the Beginning (Without Overthinking It)
Nikki Zangardi

January 22, 2026

Keep Your Entire Invite Strategy Connected to Your Event with Invite Manager

Keep Your Entire Invite Strategy Connected to Your Event with Invite Manager

See how Invite Manager keeps invite lists, invite emails, and registration results tied to the event record so your invitation strategy sta...

Keep Your Entire Invite Strategy Connected to Your Event with Invite Manager
Nikki Zangardi

January 15, 2026

Why hapily Is Doubling Down on Events: A Small Change That Brings Big Focus

Why hapily Is Doubling Down on Events: A Small Change That Brings Big Focus

We’re sharpening our focus on events — what’s changing, what’s staying the same, and why this sets hapily up for what’s next.

Why hapily Is Doubling Down on Events: A Small Change That Brings Big Focus
Nikki Zangardi

January 07, 2026

 

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