Financial services event managementProof for every invitation.
Invite what compliance approves and prove what regulators ask, from client events to annual general meetings. AirLST keeps invitation, RSVP and attendance per guest, hosted in Germany.
- 1On-brand invitations
One template; every branch invites against its allocation.
- 2Attendance per guest
Invitation, RSVP and attendance sit on the guest with a timestamp.
- 3Back to the CRM
RSVPs and attendance reach the contact in Salesforce through the connector.
What decides what is allowed at financial services events
Four rules every platform, invitation and meeting goes through. The first applies to US banks; the others apply to operations in the EU.
Third-party risk management (US)
The interagency guidance of the Federal Reserve, FDIC and OCC expects banks to manage third-party relationships from due diligence and contract to monitoring and termination. An event platform with customer data is one of them.
Source: Federal Register: interagency guidance, 2023DORA Article 30 (EU)
For EU operations, the contract with an ICT provider must cover data processing locations, availability, access to and return of data, service levels and termination rights, and it goes into the register of information.
Source: DORA Art. 30 (springlex)Inducements under MiFID II (EU)
Conference attendance and hospitality below a de minimis threshold are acceptable minor non-monetary benefits; their receipt has to be recorded.
Source: Section 6 WpDVerOV (German)Annual general meetings (Germany)
A virtual AGM under German law requires video and audio, electronic voting and the right to speak by video; cooperatives with 1,500 members or more can hold a delegate assembly.
Source: Section 118a AktG (German)These summaries are not legal advice; what counts are your compliance, vendor risk management and regulators. How AirLST processes data is described in the Trust Center.
Who invites, who checks, and what each one needs
Who was invited, and who attended?
Invitation, RSVP and attendance sit on the guest record with a timestamp and can be reviewed per event.
Guest listHow do I prove attendance at the AGM?
Registration with proxies, QR scan at the entrance and an attendance register to export for the minutes and the notary.
Annual general meetingsHow do 40 branches invite consistently?
One template in the corporate design, an allocation per branch, head office sees the total.
Invitation emailsWhat goes into the due diligence file?
Hosting in Germany on AWS, contractual service levels and the certifications of the hosting provider; the evidence is in the Trust Center.
Information securityTypical events in banking and insurance
How each event runs in AirLST is on the linked page. Here is why it comes up in this industry.
What the industry requires and how AirLST delivers it
Standard means it is in the product and documented on the feature or solution page. Custom build means AirLST builds it for you in the project; scope and effort are part of the conversation.
| Requirement | Standard | Custom build | More |
|---|---|---|---|
| Invitation, RSVP, attendance per guestEach step sits on the guest record with a timestamp; shows and no-shows are added at the scan in real time. | – | Guest list | |
| AGM with attendance registerNotice with deadline, registration with proxies, QR scan at the entrance, attendance register as an export. | – | Annual general meetings | |
| Online votingIts own voting for general meetings with for, against and abstain. | – | Annual general meetings | |
| Allocations per branchTemplate set up centrally in the corporate design, each branch invites against its allocation. | – | Invitation emails | |
| Salesforce and HubSpot connectionREST API and connectors for Salesforce and HubSpot; SAP and Microsoft Dynamics can be connected. | – | Integrations | |
| DORA contract annexA contract annex with the Article 30 DORA terms and the data for your register of information is prepared with you in the project. | – | Information security | |
| Compliance approval before sendingAn approval step with a value threshold before an invitation goes out is a custom build by AirLST. | – | Custom development | |
| Hospitality value per guestThe value per invitation and a running total per recipient over the year are a custom build by AirLST. | – | Custom development | |
| A login for each branchIf each branch should see only its own guests, AirLST builds that as a custom build. | – | Custom development | |
| Single sign-onSign-in through your identity provider is a custom build through our integration services. | – | Integration services |
Security and data protection
- TISAX-assessed
AirLST has been assessed under TISAX, the information security standard of the automotive industry.
TISAX at AirLST - Hosted in Germany
The platform runs on Amazon Web Services in Germany. The AWS infrastructure holds ISO/IEC 27001, SOC 2 and BSI C5; these are certifications of our hosting provider, not of AirLST.
Data hosting - GDPR and DPA
Processing follows the GDPR, with a data processing agreement; the current list of subprocessors is provided with it.
GDPR - Signed at the guest
Consents and NDAs are signed digitally and stored with the guest record; the entrance sees at the scan whether the signature is there.
Event access control
Tickets and fees are paid in the registration form through Stripe, Mollie or PayPal. Revenue goes straight to your account; card data stays with the provider.
Event ticketingHow banks and insurers typically set up AirLST
- 01
Central template, local invitations
Invitation and registration page in the corporate design; branches invite against their allocation.
- 02
Required fields per event
Client number, shareholder or member number, proxy as registration fields.
- 03
Admission with attendance
QR scan at the entrance, attendance register in real time and as an export.
- 04
Voting at meetings
Online voting with for, against and abstain.
- 05
Attendance into the CRM
Status per guest through the Salesforce or HubSpot connector.
Used by banks, insurers and asset managers
The event platform is a third party
US banking regulators expect a bank to manage the risk of every third-party relationship, from due diligence to termination (Federal Register). In the EU, DORA has applied since January 17, 2025, and banks and insurers keep a register of their ICT providers for the supervisor (BaFin, German). That turns the choice of event software into a question for vendor risk and IT, not just marketing.
AGMs return to the room
According to the German shareholder association DSW, 65 percent of the companies it studied held their 2025 AGM in person and 77 index companies met virtually; only 69 percent of the virtual meetings ran without disruption (DSW AGM report 2025, German PDF). In person means admission at the door, an attendance register, proxies and voting, all on record for the minutes and the notary.
The attendance register is not a by-product. It is the record.
Every invitation is a benefit
Client evening, seminar or suite: for the firm, the invitation is a benefit that has to be recorded under MiFID II rules in the EU (section 6 WpDVerOV, German). AirLST keeps who was invited and who attended per guest; value thresholds and approvals we build in the project through custom development.