Three Trends to Consider When Planning Financial Services/Insurance Meetings

As with event planning in general, meeting planning for the financial services and insurance industries has undergone several significant changes over the last several years. We’ve highlighted three trends to keep in mind when planning meetings:

1.  Event Planner as Strategic Partners

An Event Planners’ expertise can assist with planning a meeting that is memorable for attendees and delivers the kind of ROI that executives expect. They will help organize a meeting that fulfills your organization’s strategic goals. At Hacienda Sarria, on top of access to a fantastic event space, our onsite event planners will work to make sure your event runs as smoothly as possible. This frees up your team to focus on achieving those strategic goals, ensuring you get the best value out of your meeting.

2. Efficient Meeting Design

Providing your attendees with a memorable experience is the hallmark of a successful event in any industry. However, what qualifies as memorable for most people has changed significantly over time. There must always be a balancing act in providing exciting incentives for attendees to come while also maintaining a constructive atmosphere that positively impacts your attendees’ productivity. This way the meeting matches your brand while also fulfilling your business objectives.  

 3. Feedback and Insight

A key component to planning successful future events is harnessing the power of attendee feedback and insight. Your team is uniquely positioned to interact with many facets of your meeting from attendees and guest speakers to vendors and venue staff. After the meeting, have your team connect with these groups with surveys and feedback forms to measure what worked and what didn’t. Collection and analysis of event feedback can provide invaluable insight for planning for future marketing strategies.

The importance of corporate meetings shows how a memorable experience can positively impact an organization’s employees as well as solidify the relationship with customers and clients. The combination of strategic planning, detailed meeting design and attendee feedback is the key to successful corporate meetings. 

At Hacienda Sarria, we can also provide volunteer activities in our Hacienda Market Garden that will help you build corporate social responsibility. 

For more information on how to book your meeting with Hacienda Sarria, visit our website here.