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Financial Services Engagement Platform

Financial Services Event Management Software

Grow and engage
your client base

Build connections with clients at all stages and gain investors’ trust with Glue Up’s all-in-one engagement software.

Forward-looking teams choose Glue Up

Why Financial Services
stick with Glue Up

An all-in-one software to help you build strong relationship with your clients.

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Brand building and business development
Demonstrate thought leadership
Provide the best attendee experience possible
Understand engagement and optimize your strategy
Best-in-class event management with Glue Up
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What's included?

Event
Management Suite

With Glue Up, we manage the busywork so you can focus on growing and engaging with your client base.

Event Management

CRM

Email Campaigns

Invoicing & Payments

Community

Mobile Apps

Glue Up helps you grow your business and increase engagement
Campaigns

Grow your business and amplify engagement

Create meaningful relationships by providing high-touch experiences that drive business growth.

Email Templates

Email Marketing

Campaign Performance & Analytics

Member-only Subscriptions

Glue Up helps ypi transform online and offline events
Event Management

Transform online
and offline event experience

Manage hundreds of events large and small efficiently from the initial idea to the follow up after the event, and deliver a premium event experience to your members and attendees.

Professional Event Templates

Event Community

Targeted Campaigns

Post-event Survey

Glue Up helps you understand client behavior
Data Analytics

Make your data really work for you

Understand client behavior and overall engagement at an individual or account level.

Engagement History

Industry Segmentation

Sales Forecast

Opportunity Stages

We are very pleased with the simplicity of the system. We rarely spend time training staff as most users simply “get it". It’s simple and fast out-of-the-box solution. We now have 4 client accounts running on Glue Up software.

Marcel Ewals, Director, Community Development, MCI Group
Glue Up helps you manage your memberships more efficiently

Start using Glue Up platform today