Client
GBM
Global Banking & Markets brings senior decision-makers together at high-level banking and capital-markets events around the world.
01
The challenge
GBM brings senior banking and capital-markets professionals together with valuable conversations in mind. But being in the same room does not make it easy to find the right person, identify a relevant session or act on a networking opportunity before the event moves on.
Attendees need useful answers in the moment. Event teams must balance routine questions with requests that deserve personal attention. GBM wanted a service that could support both, while respecting the discretion and consent expected when connecting senior professionals.
02
Our approach
We built the concierge around GBM's live event information and HubSpot records, connecting agendas, speakers, sponsors, venues and attendee context. People can ask in their own words through WhatsApp or web chat, using the conversation to move from a question to a useful next step.
Access and consent are part of the experience. Verification controls attendee-only information, and introductions follow a confirmation and acceptance process before contact details are shared. The concierge is designed to consult current records and bring in the event team when a request needs their attention.
One concierge across the complete event journey
WhatsApp & web
Help in the channel attendees use
Live event data
Agendas, speakers, sponsors & logistics
HubSpot CRM
Event, attendee and networking records
Discover
Find answers, sessions and people
Connect
Consent-led introductions
Escalate
Human help when it matters
03
The solution
Attendees can explore sessions, check practical details and find people by role, company, geography or organisation type. When someone looks relevant, the concierge can manage an introduction request through WhatsApp or email, giving the recipient a choice about connecting.
The service also works behind the scenes. Introduction activity, approved speaker headshots and sponsor VIP responses feed back into HubSpot. If human help is needed, the helpdesk receives a conversation summary and a direct route back to the attendee, so support can continue with context.
04
The result
GBM has a concierge that helps attendees put the event's information and networking opportunities to use. A question about who to meet can become an introduction request; a practical query can become a clear next step, all within a familiar conversation.
For the event team, routine support and networking coordination sit within a connected workflow. Attendees have a convenient way to get help, while staff can focus their attention on the conversations that call for personal service. The technology supports the part of an event people remember: feeling looked after and meeting someone worth knowing.
Services used
