Win at what
you do best:
Corporate Access

You wouldn’t execute trades without a trading platform, so why wouldn’t
you apply the same logic to the service your clients value the most -
corporate access.

With mounting cost pressures and increased competition WeConvene
optimizes the performance and ROI of your corporate access program.

Comprehensive Corporat Access Event Management workflowComprehensive Corporat Access Event Management workflow
CRM combines with Corporate Access Event Management
A workflow solution for events large and small

Meet the OpenTable of Corporate Access

WeConvene helps Corporate Access, Logistics, Sales and Analyst teams manage the corporate access workflow 10x faster.

WeConvene for Sell-Side - Open Table for Corporate Access

Disconnected systems, inefficient meeting management

A workflow solution for events large and small

1x1, corporate day, mini-conference...WeConvene is a complete workflow solution for the management of any corporate access event. From schedule and itinerary management to marketing, bookings and tracking - achieve efficiency in a single app.

WeConvene for Sell-Side - Connect with the world's largest investor community.

Restricted event exposure

Increase mindshare and interest

Growing mind-share in an increasingly diluted market space can be challenging. WeConvene is integrated with EVTS <GO> providing a platform to get your events in front of relevant clients fast.

WeConvene for Sell-Side - Let clients schedule your meetings

Endless email loops to find a suitable time

Let clients schedule your meetings

Sales teams shouldn’t waste time chasing meeting confirmations over email and phone. With WeConvene they don’t have too. Asset managers can view and book their attendance online, without the back and forth of email and calls.

WeConvene for Sell-Side - Targeted Event Marketing

No visibility of client interest

Marketing your events

The WeConvene email marketing tool enables corporate access and sales teams to create and send branded email campaigns in minutes. Real-time campaign stats provide an instant picture of client interest to focus follow-up.

WeConvene for Sell-Side - Control your event targeting

Control your event targeting

More than an event feed, WeConvene enables you to control who can see events at meeting slot level. Create your schedule, set visibility and let clients pick a suitable time online that synchronizes with your calendar.

WeConvene for Sell-Side - Analyze your impact in real-time

Manually tracking data from multiple sources

Analyze your impact in real time

Every event interaction is captured in real-time, so you have an instant view of consumption. Data can be visualized and exported through multiple dimensions so you can understand event interest, measure ROI or supply reports for compliance.

WeConvene for Sell-Side - Making the organization of complex events easy

Creating team-based itinerary is time consuming

Making the organization of complex events easy

Whether organizing a roadshow with multiple traveling teams or a mini-conference, WeConvene gives you the tools to manage complex events in an easy and pain free way. Break down the schedule into manageable chunks, customize your schedule view into "Tracks" and get conflict warnings so you don't double book participants.

WeConvene for Sell-Side - Notes

Extracting client intelligence is time consuming

Efficiently Manage Client Feedback

Meeting feedback is a vital source of client intelligence, but is difficult to track and manage. WeConvene delivers a simple solution for recording and using notes intelligently, helping you fully maximize the value of the client intelligence you collate. All relevant event and meeting information is automatically stored against a note, enabling powerful search and ensuring key information is easily accessible.

WeConvene for Sell-Side - Map View

Wasting the CEO's time in transit

Make Roadshow Route Planning Easier

When organizing roadshows, poor route planning that results in management participants wasting their time in traffic is a constant worry. To avoid this, WeConvene has integrated Google Maps, providing a dedicated view that maps meetings by location with estimated journey times so you can effectively plan your schedule and minimize time spent in traffic.

Who is WeConvene for?

Corporate Access & Event Teams

From event and itinerary creation, to promotion and booking management, the entire end-to-end workflow is taken care of.

  • Supports all event types from 1x1 to mini conferences with multiple session tracks.
  • Increase engagement and publish events on Bloomberg.
  • Create and distribute live itineraries with event participants.
  • Keep on top of your events with fully automated tracking of all client interactions.

Sales Teams

Sales teams have a real time view of events happening across their firm and can proactively manage all their clients corporate access needs.

  • Proactively manage client relations with real time visibility on client interest in specific events.
  • Book or decline clients into meetings on their behalf.
  • Always have access to the latest event schedule and client bookings for efficient resource management.

Research Analysts

Dedicated Analyst tools provide a single platform to promote your profile and organize and track all interactions with clients.

  • Create your personal profile and promote your coverage, rankings and services.
  • Efficiently manage all client meetings, calls and inbound client requests.
  • Automatically track all client interactions making internal reporting simple.

Everything you need for efficient meeting management

Fast meeting & event creation

Create any meeting or event type in minutes - No email, no spreadsheets.

Manage accommodation and travel itineraries

Generate a formatted, ready to go itinerary doc in whatever format you want.

Get your events on Bloomberg

Get your events where clients spend most of their working day to increase your company's visibility.

Control your targeting

Control which clients can see and respond to your meetings and events.

Manage client responses

Manage all bookings and client inquiries centrally.

Efficient client list management

Import and segment your client list for easy targeting.

Targeted event marketing

Create branded email campaigns and view in real-time who is viewing your emails.

Manage your client intelligence

Record any meeting details or client feedback and create your own fully searchable database of client intelligence.

Effective Route Planning

Google Maps is fully integrated so you can plan the most efficient routes and minimize travel time.

Analytics on demand

Every interaction is captured in real-time and can be visualized and exported.

Itinerary sharing & export

Share your event itinerary with participants online or export as a printable document.

Automated booking confirmations

No need to create calendar invites, WeConvene automates this whole process.

Hassle-free setup

Connect from any device, without installing anything.

24/5 Customer support

Always available when you’re working - call, chat, or email us.


Simple setup, no contract, no hidden fees.

Not a broker?
If you’re an IRP, Expert Network, IR Consultancy, WeConvene for Sell-side is for you too.



Event Management

  • Event & meeting creation
  • Launch events to Bloomberg
  • Real-time booking
  • Dedicated client inquiry inbox
  • Client list management


  • 24/5 Chat & email support
  • Online ‘Get Started’ guides
Includes all Enterprise features for first 14 days.


Unlimited users per month

All Basic Features plus

  • Travel & accomodation itinerary creation
  • Itinerary sharing & export
  • Google Maps Integration
  • Targeted event marketing
  • Workflow for Research Analysts
  • Client management for Sales
  • Record & Manage Client Feedback


  • Individual event & meeting statistics
  • Dedicated client reports
  • Dedicated corporate reports
  • Real-time data capture
  • Data export


  • 24/5 phone support
  • 24/5 online chat
  • In-app quick tours
  • FAQ search tool

Frequently Asked Questions

How long is my trial?

14 days.

What happens when my trial ends?

When your trial has ended your account will be downgraded. You will still be able to login and view any events you have created but you will not be able to access any of our powerful, advanced features.

Are there any setup fees?

No. There are no setup fees or hidden charges with any of our plans.

What are the payment options?

The easiest way to pay for your WeConvene account is by credit card. You can choose to pay month-by-month or annually. You can also make a manual payment, just contact us and we will issue you an invoice.

Do I need to pay right away?

No. You can make payment after your 14-day free trial ends.

Do I need a credit card to sign up?

Not at all! Our 14-day free trial makes it easy for you to get started and is completely risk-free!

What is your cancellation policy?

If you're subscribed to a month-to-month plan then you can cancel anytime. If you're subscribed to an annual plan then you will need to contact support.

Want a demo?