A high-end finance events organiser uses a secure WhatsApp concierge to streamline agendas, introductions, and sponsor discovery worldwide.
A Miami event delegate requests a fictional bank attendee list and a consent-based intro to the bank’s CFO via WhatsApp concierge.
Hi—can you quickly pull up everyone here from Bayshore Capital Bank?
Hi—of course. This is the Sterling Summit Network event concierge.
Before I share attendee details, I just need to confirm you’re a verified delegate for Miami (privacy rules).
Can you reply with either:
- Your ticket email, or
- Your company name as it appears on your badge
Once verified, I’ll send the Bayshore Capital Bank attendee list.
Sure—email is dana.chen@northbridgepartners.com. Badge says Northbridge Partners.
Thanks, Dana—verified.
Attendees from Bayshore Capital Bank checked in today:
- Michael Hart — Chief Financial Officer (CFO)
- Sophia Reyes — Head of Treasury
- Daniel Kwon — Director, Capital Markets
- Priya Nair — VP, Risk & Compliance
Want an introduction to someone specific?
Yes—can you introduce me to the CFO, Michael Hart?
Absolutely. I’ll do this the privacy-first way:
- I’ll message Michael Hart now with your name/company and ask if he’s happy to share contact details.
- If he consents, I’ll send you his preferred details and (optionally) share yours with him.
Quickly—what’s the best one-liner I should include about why you’d like to connect?
Please say I’m Dana Chen at Northbridge Partners—interested in a quick chat about structured credit opportunities in 2026.
Perfect—sending that to Michael now. I’ll come back as soon as I hear from him.
Update: Michael’s happy to connect and has consented to share his details.
Michael Hart (CFO, Bayshore Capital Bank)
Email: michael.hart@bayshorecapitalbank.com
Mobile: +1 (305) 555-0173
He asked if you’re free for a 10-minute chat during the next break. Want me to suggest a time and a meeting spot in the venue?
Delegate in a taxi arrives late and asks what sessions were missed; bot highlights US economic policy sessions and speaker details.
Hi—I'm in a taxi from the airport and running late. I’ll get to the venue around 11:00. Can you tell me what sessions I’ll miss, and what I can still catch?
Of course—welcome to Sterling Summit Network. To tailor this: are you arriving for today at the main conference venue?
Assuming yes, and you arrive ~11:00, here’s what you’ll likely miss (already started/finished):
- 08:30–09:00 Registration & coffee
- 09:00–09:20 Opening remarks
- 09:20–10:05 Keynote: Global Markets Outlook
- 10:10–10:55 Panel: Rates, Inflation & Credit Conditions
Still catchable from 11:00:
- 11:10–11:50 Fireside: US Economic Policy—What Happens After the Next Fed Turn?
- 12:00–12:40 Panel: Geopolitics & the Dollar
- 12:40–14:00 Networking lunch
Tell me what topics matter most and I’ll highlight the best rooms to head to.
Yes today at the main venue. I’m particularly interested in US economic policy—anything I should prioritise when I arrive?
Perfect—then I’d prioritise these US economic policy slots as soon as you arrive:
- 11:10–11:50 Fireside: “US Economic Policy—What Happens After the Next Fed Turn?” (most directly policy-focused)
- 12:00–12:40 Panel: “Geopolitics & the Dollar” (strong crossover: Treasury stance, sanctions, reserve currency dynamics)
If you’re walking in at ~11:00, I’d suggest going straight to the 11:10 fireside—it’s tight, high-signal, and usually the best Q&A.
Want me to share a quick “missed vs still-on” checklist for the afternoon as well?
Yes please. Also, for that 11:10 fireside—who’s speaking?
Here’s your missed vs still-on view for the rest of today (based on 11:00 arrival):
- 11:10–11:50 Fireside: US Economic Policy—What Happens After the Next Fed Turn?
- 12:00–12:40 Panel: Geopolitics & the Dollar
- 12:40–14:00 Networking lunch
- 14:05–14:45 Breakouts (choose 1): Macro Strategy / Bank Balance Sheets / Private Credit
- 15:00–15:30 Coffee & sponsor meetings
- 15:30–16:10 Closing keynote: The Next 18 Months in Markets
11:10 fireside speakers:
• Dr. Elena Mercer (Senior Fellow, Hudson Ridge Policy Institute)
• Interviewed by James Alden (Financial journalist & conference moderator)
Dr. Elena Mercer—where is she from, where does she work, and what’s her background?
Dr. Elena Mercer is originally from Boston, Massachusetts, and is now based between Washington, D.C. and New York for policy and markets work.
Where she works:
She’s a Senior Fellow at the Hudson Ridge Policy Institute, where she leads research on US fiscal policy, Treasury market structure, and Fed–Treasury coordination during tightening/loosening cycles.
Background (high level):
- Previously Deputy Assistant Secretary at the US Treasury, focused on debt management and market liquidity programmes.
- Before government, she was a rates strategist at Marston & Co. (sell-side), covering Fed reaction functions and curve dynamics.
- PhD in Economics (public finance/monetary policy), with published work on inflation expectations and term premia.
If you’d like, I can also share the 3 questions she’s most likely to take in Q&A so you can jump in quickly when you arrive.
Delegate in Singapore gets nearby hotel and transport advice, then requests a privacy-first introduction to a presenter to receive contact details.
Hi—I'm in Singapore for the Sterling Summit Network event. Can you recommend a few good hotels near the venue?
Absolutely—happy to help. To keep recommendations tight, could you tell me which venue you’re heading to (hotel name or address), and your rough budget per night?
If you’re not sure of the address, just send what’s on your invite and I’ll match it.
It’s at Marina Bay Sands Expo & Convention Centre. Budget is around SGD 300–500/night.
Great—here are solid options close to Marina Bay Sands (all easy to reach):
- The Fullerton Hotel Singapore (classic, ~10–15 mins by taxi)
- PARKROYAL COLLECTION Marina Bay (modern, ~8–12 mins by taxi)
- Swissôtel The Stamford (very convenient, ~10 mins)
- Pan Pacific Singapore (business-friendly, ~7–10 mins)
If you tell me your priority—walkable vs. quiet vs. best business facilities—I’ll narrow it to the best 2.
Business facilities and easy commute, please. Also what’s the best way to get to the venue from the city?
For business facilities + easy commute, I’d shortlist:
- Pan Pacific Singapore — excellent for business travellers, quick ride to MBS
- Swissôtel The Stamford — strong executive setup and very central
Transport to Marina Bay Sands Expo:
- Taxi/Grab: fastest door-to-door; easiest with luggage.
- MRT: go to Bayfront (CE1/DT16); follow signs for Marina Bay Sands/Expo.
- Walk: doable from Marina Bay area, but humid—fine in the evening.
Where are you coming from (hotel area or landmark)? I’ll give the simplest route.
I’ll likely stay at Swissôtel. Coming from City Hall. One more thing: I’d like the contact details for the presenter Dr. Amelia Tan.
Perfect—City Hall → Marina Bay Sands Expo is simple:
- Take the MRT to Bayfront (you can go via Promenade and switch, or follow station routing—both are straightforward).
- Exit towards Marina Bay Sands and follow signage to Expo & Convention Centre.
On Dr. Amelia Tan: I can help, but we’re privacy-first. I’ll run an introduction request and only share details if she consents.
Before I proceed, can you confirm: yes, you’d like me to request an intro and share your name/company with her?
Yes, please go ahead and share my details. I’m Daniel Wong, Apex Capital.
Thanks, Daniel. One quick check: for security, I can only process introductions for verified delegates. Your number looks eligible, but please confirm the email you registered with (I’ll only use it to match your badge record).
Once confirmed, I’ll message Dr. Amelia Tan with your intro request from Daniel Wong, Apex Capital.
Registered email is daniel.wong@apexcapital.com.
All set—you’re verified. I’ve sent Dr. Amelia Tan your introduction request.
I’ll update you as soon as she replies. If she agrees, I’ll share her preferred contact method (email/phone/LinkedIn) exactly as provided.
While we wait—would you like me to include a short note to her (e.g., your interest area or a specific question) to make the intro more useful?
Yes—please mention I’m interested in her talk on risk management and would like 10 minutes to discuss.
Done—I’ve added: “Interested in your risk management talk; would value 10 minutes to discuss.”
I’ll ping you the moment she responds.
Update: Dr. Amelia Tan has consented to share details. Her preferred contact is:
- Email: amelia.tan@example.com
- LinkedIn: linkedin.com/in/amelia-tan
If you’d like, I can also suggest a short outreach message you can copy-paste.
Overview
A premium London-based networking events business hosts high-end gatherings for banking and finance leaders across the year. With events staged in global destinations - such as Saudi Arabia, Miami, London, and Singapore - the team must consistently deliver a white-glove guest experience, while managing complex agendas, senior attendees, and strict expectations around privacy.
To meet these demands, the business runs a WhatsApp chatbot as an always-on event concierge for every event. It gives delegates fast, secure access to event information and smart self-service tools - without adding friction.
The challenge: concierge-level service at global scale
Each event attracts influential guests, sponsors, and speakers who expect instant answers and seamless coordination. The operations team faces common pressure points:
- High volume of repetitive questions about venues, schedules, keynote sessions, timings, and local logistics
- Time-sensitive networking needs, where delegates want to find the right people quickly
- Sensitive data governance, especially when sharing attendee information or contact details
- A consistent experience across multiple countries and venues, where information changes event to event
- Limited time during live event days, when staff are focused on on-site delivery rather than answering the same questions repeatedly
Why WhatsApp fits the audience
WhatsApp matches the expectations of busy finance professionals because it is:
- No apps to download
- No new logins or passwords
- A personal, familiar experience that feels like messaging a real concierge
The solution: a secure WhatsApp chatbot as an event concierge
The business uses the WhatsApp chatbot as the front door for delegate support and event discovery. It is set up to be extremely knowledgeable about:
- The event agenda and session schedule
- Keynote sessions and featured speakers
- Venue facilities (e.g., meeting areas, access details, amenities)
- The local area (e.g., nearby hotels, transport pointers, recommended places relevant to the event location)
Beyond general concierge support, the chatbot provides structured search tools that are especially valuable for networking-led events:
- Search the agenda to quickly locate sessions by topic or timing
- Search other attendees and their bios to identify relevant people in minutes
- Search sponsors and sponsor bios to understand who is present and why
Secure introductions that respect privacy
A standout capability is the introduction workflow:
- Delegates request an introduction to another attendee.
- The chatbot checks that the requester is eligible (based on verified status).
- It then confirms with the other attendee whether they are happy to share contact details.
- Only with consent does the chatbot enable the exchange - keeping the experience professional and privacy-first.
Built for controlled access and compliance
Because delegate data is sensitive, the chatbot enforces strong controls:
- It does not allow access to restricted information unless the delegate’s phone number is pre-verified in the company’s event management system.
- This keeps attendee details protected and aligns with the expectations of senior banking and finance audiences.
Connected operations via HubSpot
The chatbot integrates with the company’s HubSpot back office, supporting joined-up event operations and enabling teams to maintain a consistent view of engagement and requests across events.
Results: better guest experience, smoother operations
Across multiple events per year, the WhatsApp concierge consistently improves both the delegate experience and the delivery workload.
1) Faster, more confident delegate journeys
Guests get immediate answers on-demand, which reduces uncertainty and improves satisfaction - especially for international events where attendees may be unfamiliar with the venue or location.
2) Stronger networking outcomes
By making it easy to:
- find relevant attendees,
- understand who sponsors are,
- and request permission-based introductions,
…the chatbot helps delegates connect with purpose rather than leaving networking to chance.
3) Reduced pressure on on-site teams
Instead of staff repeatedly answering logistical questions during peak moments, the chatbot handles common enquiries at scale. Teams stay focused on high-touch, in-person tasks that truly benefit from human attention.
4) Consistent, premium service across global locations
Whether the event is in London or Singapore, the concierge experience remains consistent - ensuring the brand delivers the same premium feel even when venues, schedules, and local context change.
Specific examples of improvements in engagement and operations
- Agenda discovery becomes self-serve: delegates quickly locate sessions and keynotes without waiting for staff support or searching through long documents.
- Higher-value conversations with sponsors: attendees can review sponsor bios and context before engaging, leading to more relevant and productive interactions.
- Permission-based introductions reduce friction: the bot manages consent and contact-sharing, removing awkwardness and preventing unwanted outreach.
- Secure access protects the event community: pre-verification ensures only approved delegates can access sensitive attendee information.
Ongoing use
The business continues to run the WhatsApp chatbot at every event throughout the year, using it as a reliable, secure concierge layer that enhances the delegate experience while streamlining event operations at global scale.
