Challenge

Optimal Blue is a leader in automation platforms that power capital market solutions for lenders and investors. Their multi-day summit brought together top economists, policymakers, lenders, and industry experts to explore strategic innovations, experience Optimal Blue’s solutions firsthand, and discuss the future of AI and automation in the sector.

To execute this complex, innovation-driven event, they required a comprehensive event tech solution that could manage everything from start to finish—driving registrations, streamlining operations, and enhancing engagement across multiple attendee types.

• Their key challenges included:
• Maintaining a strong brand presence at all attendee touch points.
• Managing registration, communications, and engagement at scale.
• Syncing attendee data with CRM for better marketing automation.
• Driving networking among different attendee categories.
• Organizing speaker schedules, bios, and sponsor visibility.
• Ensuring fast, hassle-free check-in with instant badge printing.
• Providing structured, easy-to-navigate event content.

Solution

To meet these challenges, Optimal Blue leveraged an advanced event tech platform that provided:

• Key Features Included:
• Branded Website & App: Delivered a fully branded, professional event interface that unified the web and mobile experience, reinforcing Optimal Blue’s identity across all user touchpoints.
• Smart Registration & Attendee Management: Enabled seamless sign-up workflows with tailored registration forms, automated confirmations, and real-time updates—keeping attendees informed and event-ready.
• HubSpot Integration for Marketing Automation: Synced attendee data in real time to enable targeted campaign execution, performance tracking, and personalized post-event follow-ups.
• Built-in Communication Tools: Leveraged customized emails and in-app messaging to streamline event communication, increase participation, and boost engagement before, during, and after the summit.
• Agenda, Speaker & Sponsor Management: Simplified session assignment, centralized speaker bios and session info, and amplified sponsor exposure via featured listings, banners, and branded digital spaces.
• Quick Check-in & Badge Printing: Enabled fast QR-based check-ins through the app and on-the-spot printing of branded name badges to eliminate entry delays and elevate professionalism.

Results

Eventcombo enabled Optimal Blue to deliver a strategic, high-touch summit—driving stronger engagement, seamless execution, and measurable marketing impact.

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