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Automated Virtual Event Registration for a Financial Services Firm

CLIENT

Gabelli

gabelli.com

a Vested client

Challenge

A financial services firm needed to streamline virtual event registrations across their website and webinar platform. Manual data entry between systems was creating administrative overhead and increasing the risk of registration errors for hundreds of attendees per event.

Each event required staff to re-enter attendee information one by one, a process that consumed hours and introduced errors that undermined the firm’s professional image.

Solution

84EM built a custom integration that connects the website’s registration forms directly to the webinar platform. When users submit an event registration form, the system automatically registers them in the corresponding webinar or meeting, eliminating the need for manual intervention.

Registrations are processed in the background, so form submissions remain fast even during high-traffic registration periods. Confirmation and error details are logged directly in the form entry for easy tracking.

Key Capabilities

  • Automatic event registration. Form submissions are processed and the corresponding webinar registration is created instantly, with no manual data entry between systems.
  • Background processing. High-volume registration periods are handled reliably without slowing down the website for other visitors.
  • Intelligent event detection. The correct event type is determined automatically based on the account’s settings, adapting smoothly when event formats change.
  • Complete audit trail. Every registration transaction is logged for compliance and troubleshooting purposes.

Results

The automation eliminated hours of manual data entry per event. Registration coordinators who previously copied attendee information from WordPress forms into Zoom one by one now have that process happen automatically at submission time.

Registration errors caused by manual transcription – misspelled names, wrong email addresses, missed registrations – were eliminated. Every form submission produces an automatic, validated registration.

During high-traffic registration periods with hundreds of simultaneous attendees, the website remains responsive. The background processing handles the volume without impacting the experience for visitors still browsing or registering.

The audit trail gives event organizers complete visibility into the status of every registration, replacing the previous process of spot-checking Zoom attendance lists against form submissions.

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