Success Story
D.A. Davidson Scaled Multiple Monthly Events Without Losing Consistency or Control
D.A. Davidson
Industry:
Financial Services
About:
D.A. Davidson is an employee-owned financial services firm offering wealth management, investment banking, and capital markets services to individuals, businesses, and institutions.
Event Type:
Client Roundtables and Leadership Conferences
Most Loved Features:
Registration Page, Reminder Module, Customer Support
Challenges
D.A. Davidson runs a steady calendar of client and leadership events, from roundtables to flagship gatherings, often multiple times a month. With similar events recurring so frequently, building each one from scratch risked wasted effort and inconsistent execution across the calendar.
Key challenges included
- Similar recurring events risked duplicated setup effort each time one launched
- Checkout needed to capture more than standard registration, including travel and hotel details
- Private events needed controlled access, reaching only the right invitees
- Attendee reminders required a structured, repeatable schedule before each event
- A flagship event needed a dedicated way to keep attendees engaged and informed onsite
Solutions
Eventcombo gave D.A. Davidson the structure to run a high volume of recurring events without rebuilding the process each time.
Key features included
- Registration Page: Registration pages were built once and duplicated across similar events, letting D.A. Davidson launch a new event on a proven structure instead of starting from scratch every time a similar program came up.
- Checkout Form: Checkout was customized to capture attendee details well beyond standard registration, including hotel information, travel logistics, and other event-specific data, keeping everything the team needed in one consolidated place instead of chasing it down separately.
- Private Event Invitations: For private events, invitations went out directly to select attendees via email rather than through open registration, keeping the guest list controlled and ensuring only the right people ever gained access.
- Automated Reminder Scheduling: A reminder module let the team schedule reminders at multiple set intervals, 8, 12, 24, and 72 hours before an event, so attendees received timely nudges automatically instead of the team tracking and sending them manually for every single program.
- Attendee Event App: For D.A. Davidson’s flagship gathering, a dedicated event app gave attendees one central place to access event details, stay engaged, and stay informed throughout, elevating the experience for the firm’s most important event of the year.
- Custom Reporting and Analytics: Orders and registration data rolled into structured, centralized reports, giving D.A. Davidson clear, ongoing visibility into performance and turnout across every event running on the calendar.
Results
Here's what they achieved
Recurring events launched faster, built on duplicated, proven registration structures.
Attendee reminders went out automatically, at exactly the right intervals before each event.
Private events stayed fully controlled, reaching only the intended invitees.
The flagship event ran with a dedicated, engaging app experience for every attendee.
Event Flow
Summary
Experience Seamless Event Management
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