Financial Services
Okupio is built for asset managers, wealth managers, professional bodies and distribution teams running CPD programmes, adviser education events, investment masterclasses and regulatory briefings.
Financial services organisations run events that carry regulatory weight. CPD programmes must produce verifiable attendance records. Adviser education events must demonstrate that learning objectives were met. Client events must maintain GDPR consent records that can survive a regulatory review. Consent for direct marketing must be captured and evidenced separately from consent for event communications.
Most platforms are not designed for this level of compliance requirement. Eventbrite does not produce CPD certificates. A basic form builder does not capture the consent records an FCA-regulated firm needs. A spreadsheet cannot produce the audit trail a compliance team requires.
Okupio is designed specifically for the regulated event environment. Every registration captures a timestamped consent record. Every check-in produces a verified attendance record. Every post-event survey triggers automatic CPD certificate generation. Every event produces a compliance-ready record that the events team, the compliance team and the leadership team can access without additional work.
For firms under Consumer Duty obligations, Okupio provides the data infrastructure to demonstrate that the adviser education programme is delivering genuine value — attendance rates, engagement metrics, CPD hours issued and adviser feedback scores available in a single report.
Regular CPD programmes for financial advisers and paraplanners. Multi-venue regional formats supported. CPD certificates issued automatically.
Invitation-only investment education events for clients or intermediaries. Branded pages, structured registration and post-event follow-up built in.
Events covering FCA updates, Consumer Duty requirements, and compliance developments. GDPR-compliant registration with appropriate consent capture.
Full-day professional conferences with multi-track agendas, session-level Q&A, live polling and post-event survey and reporting.
Shorter-format client and adviser engagement events. Simple registration, check-in and feedback collection without the overhead of a full conference platform.
Events with both in-person and online attendees. Separate registration streams, different confirmation emails, unified reporting.
Start your free trial and see how Okupio handles the compliance, CPD and reporting requirements of your event programme.