Case Study: Capital Group achieves 30x client engagement, 3x more events, and one-third the cost with Cvent

Delivering data-driven event program success across Capital Group

Capital Group, a global investment firm managing over $2.5 trillion with nearly 9,000 associates, relied heavily on meetings and events but faced a fragmented program of 300+ annual events, scattered processes, and multiple Cvent contracts. Leadership sought to align events with business goals, differentiate in a competitive financial-services landscape, and scale the program through better technology, data, and automation.

By consolidating and expanding their use of the integrated Cvent platform—adding a three-tier event model, an Event Builder tool, onsite and sourcing solutions, and integrations with Salesforce/Marketo—Capital Group automated workflows, cut planning time by roughly 75%, and extended planning to an 18-month rolling calendar. The data-driven approach delivered a 3x increase in events executed, a 30x increase in client engagement, and a 66% reduction in average cost, enabling clearer ROI and more actionable insights for sales and marketing.

Capital Group

Ajith Krishnankutty

Vice President of Experiential Marketing