Riskalyze Partners With Bizzabo To Build Event Community and Bolster Event Experience

In 2020, Emily Wolfe, Senior Manager, Events & Experiences at the FinTech SaaS company Riskalyze, was tasked with finding a “best-in-breed” tool to handle any event of any size. After devoting way too much time attempting to navigate and customize a not-so-user-friendly legacy platform, Wolfe and her team discovered Bizzabo.

Once they vetted the Bizzabo team and product, Riskalyze dove head-first into planning for their Fearless Investment Summit 2021 — an annual event that welcomed hundreds of attendees for an unforgettable in-person experience. As an agile team, Riskalyze leaned on Bizzabo as a partner, leveraging its mobile app, registration and ticketing to drive registrations, enhance the attendee experience, and promote networking. The summit achieved a 9.3 NPS on Riskalyze’s 10-point scale, with more than 76% of attendees saying they already planned on registering for next year’s event. Read on to learn more about Riskalyze and how collaborating with Bizzabo addressed the event management pain points they faced.

About their Event

Main Points of Contact

Emily Wolfe, Senior Manager, Events & Experiences

Dan Bolton, VP Brand Experience





Favorite Features

Mobile App, Onsite Services, Registration and Ticketing

Company Background

Who is Riskalyze?

Riskalyze is a fintech company that has set out to empower advisors to invest fearlessly through their comprehensive platform. They’re transforming the finance industry by arming investment advisors with a risk number that quantifies client risk tolerance so they can win new clients, capture and meet expectations, and achieve short- and long-term investment goals.

The Event

Riskalyze’s Fearless Investing Summit

The Fearless Investing Summit is Riskalyze’s annual user conference, attracting over 800 attendees from around the world and has been growing 20% YoY since launching in 2017. It is the largest event Riskalyze hosts each year.

The summit offers attendees three days of engaging sessions, keynotes, product announcements, and networking. The summit distinguishes Riskalyze as a prominent FinTech leader, hosting one of the most influential events in the industry, and the event has been named to multiple industry top 10 event lists.

“The Fearless Investing Summit is our most meaningful event each year, gathering hundreds of customers, industry leaders, and the entire company rallies behind it. That’s why we chose Bizzabo to execute the event,” said Wolfe. In September 2021, Riskalyze was able to host the summit in-person in Palm Springs, CA for the first time since the pandemic began. Riskalyze was excited to offer the option of a face-to-face experience for their attendees.

“We partnered with Bizzabo because we needed a world-class in-person experience — and that’s exactly what we got.”

— Emily Wolfe
Senior Manager, Events & Experiences

The Challenge

Life Before Bizzabo

Wolfe calls the era before Bizzabo “The Dark Period,” because Riskalyze’s previous legacy event software didn’t have the features they needed in order to accomplish their goals. Rather than focus their efforts on the event, the Riskalyze team wasted too much precious time trying to figure out the platform. “Tasks that should have taken seconds took minutes, and that time I spent fiddling around on the platform really added up,” added Wolfe. “I couldn’t find anything in the backend. It was like walking around in a dark room and running into walls.” Wolfe said.

Before Bizzabo, Riskalyze struggled to promote networking and connection due to the lack of features other vendors provided. From registering and checking in easily to finding other attendees to connect and meet with, Wolfe knew that the Fearless Investing Summit needed a better solution.

The Solution

Why Riskalyze Chose Bizzabo

1. An End-To-End, Seamless Platform To Increase Time Savings

After months of research and evaluating platforms, Riskalyze chose Bizzabo as their partner. The day she gained access to Bizzabo, Wolfe recalls texting her boss, “I’m so happy, I’m over the moon.” Her team had finally found a straightforward, modern platform that could aggregate data and manage registration so they could focus on their event and attendees.

“Bizzabo is so clean and organized. It’s like turning on the lights in a dark room.”

— Emily Wolfe
Senior Manager, Events & Experiences

Riskalyze loved that Bizzabo’s intuitive platform is easy to use and train new people on. They also appreciated that it is robust enough to support their largest event of the year.

“If I were to design an event software, it would be Bizzabo, truly, because I appreciate the attention to delivering meaningful features and a clean user experience. We are profoundly grateful for the meticulous detail in the product.”

— Dan Bolton
VP Brand Experience

Wolfe’s favorite part of Bizzabo is the backend, which frees her up to focus on more important event elements, such as the attendee experience. “Bizzabo equips event managers with the tools they need to be effective and efficient. It’s like adding more people to your team,” Wolfe said.

“Bizzabo made my life easier and enhanced my output as an event planner tenfold.”

— Emily Wolfe
Senior Manager, Events & Experiences

2. Enhanced Networking and Onsite Experience With a White-Labeled Mobile App

Bizzabo stood out to Wolfe as the top platform that could offer her team every feature they needed to create a seamless experience for their attendees. The mobile app was an especially helpful piece in achieving the top-tier networking and connected experience they wanted for their attendees.

“Bizzabo clearly came out on top as the product solution that could give us everything we wanted.”

— Emily Wolfe
Senior Manager, Events & Experiences

3. World-Class Support and Partnership

Bizzabo’s entire team of customer success, onboarding, and technical support helped Wolfe get comfortable with the platform and execute a flawless event for attendees. Wolfe credits the support as one of the “unseen components” of Bizzabo because as every event planner knows, it’s a matter of when — not if — things go wrong. And when they do, it puts partners to the test. For Riskalyze, having Bizzabo as a supportive partner made for a world of difference.

“I could sing praises about the Bizzabo coaching and onboarding teams. Everyone has been incredibly supportive.”

— Emily Wolfe
Senior Manager, Events & Experiences


The Result

Enhancing The Onsite Experience With Networking

Bizzabo’s mobile app enabled Riskalyze to drive networking through in-session engagement. Attendees could engage with each other in person and chat in the app. As the Fearless Investing Summit drew closer, Wolfe saw more and more attendees pop up in the community to create profiles.

“Participants used the mobile app to set up meetings with each other and see who else was attending the same sessions,” Wolfe said. Attendees could plan meetings months in advance and could just as easily plan spontaneous meetings day-of because they had the agenda at their fingertips on the mobile app.

“Bizzabo’s mobile app was the clear winner. It really enhanced the onsite experience because session times and locations were very clear so attendees could prioritize networking.”

— Emily Wolfe
Senior Manager, Events & Experiences

Personalizing Registration and Effortless Check-In

Riskalyze was laser-focused on creating a seamless onsite experience at the Fearless Investing Summit, which according to Bolton, starts at registration. “Getting registration right is the difference between a world-class event with vibrant energy versus an empty room.”

The team used Bizzabo’s entire suite of registration and ticketing features to drive attendance and craft a personalized experience right from the start. “We were able to customize registration flows and integrate them directly into our own website to keep our brand front and center,” Wolfe said. With ticket types, Riskalyze was also able to identify attendees and categorize them by group, such as VIPs or special customers, so they can nurture those relationships in the future.

“With Bizzabo as our partner, we accomplished a true white-glove experience from beginning to end.”

— Emily Wolfe
Senior Manager, Events & Experiences

After registering, onsite check-in is the first impression attendees get at an event. “The experience starts when they’re waiting in line to pick up their badge,” Wolfe said. “Attendees will remember their check-in experience — so it needs to be a positive one — and getting them through quickly and effortlessly with Bizzabo was fantastic.”

At the Fearless Investing Summit, the team set up check-in right in the center to create Riskalyze Central, a place where attendees could register and ask questions.

The team used Bizzaboxes onsite so guests could check-in on kiosks and print badges immediately, which created a quick and seamless experience for attendees. “Even when the line was out the door, the maximum wait time was always less than five minutes,” Wolfe said.

“Check-in was such an easy process. It was the simplest onsite registration I’d ever seen at an event.”

— Emily Wolfe
Senior Manager, Events & Experiences

When Riskalyze enlisted additional team members to help with check-in, Wolfe and her team found it incredibly easy to train these new users. “It’s massively helpful that I can trust check-in is going well so I can focus on other event components,” Wolfe said.

Keep up With Riskalyze

Interested in learning more about Riskalyze and their Fearless Investing Summit? You can check out the event website here.


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