While working at EventBank, I was asked to redesign the presentation shown to potential clients and investors. Presentation was made using Adobe Illustrator and Photoshop as well as iWorks Keynote.

1. Platform Introduction
Date, Month, Year
Opportunities. Converted.

2. About EventBank
• EventBank brings the next generation of Relationship Management Technology to
help organizations build trusted and authentic client relationships.
• World’s first integrated CRM, email marketing, event management, membership
management, and project management SaaS platform
• Sample clients:
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3. How EventBank Started
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The Idea
Managing Events Creating a Software
Obstacles Decision

4. 10 Things
Lets You Do

5. • Centrally manage your content and information by combining
your CRM, Email Marketing, Project Management and Event
Management into one SaaS platform. Every partner and
team member can access their own customized dashboard.
1 Use One Technology Tool
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6. 2 Centralize Contacts Using One
Smart CRM Tool
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• Track all your customers’ and companies’ activity in one
place. Understand how customers interact with your
organization. Manage their data and use it to convert
customers to leads.

7. 3 Understand Customer Behavior
and Preferences in Real-Time
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• Analyze your customer activities, capture emails and
conversations. Understand customer engagement by using
the interaction timeline. Add notes and easily set up
meetings to further the relationship.

8. 4 Establish Trusted and Authentic
Relationships Through Events
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• Build trusted relationships with current and potential
customers by using smart event technology. Events are the
highest moment of customer engagement. Bring your
relationship management to the next level.

9. 5 Manage Your Professional Events
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• EB uses cutting-edge event management technology to
ensure that all your events are managed efficiently. You can
customize event settings, create event teams, edit event
content, view attendee lists, and more. Execute professional
events flawlessly.

10. 6 Design Branded Event Sites
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• Customize and publish professional branded events to
embody your organization’s identity (mobile and web) and
enhance customer experience by making registration simple.

11. 7 Manage Memberships
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• Save time and money by creating your membership types,
easily follow up on membership renewals, application, and
payments.

12. Create Marketing Campaigns
and Send Event Invitations
8
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• Handling mailing lists has never been easier. Easily follow up
with current and potential customers. Access customized
templates and ensure brand consistency.

13. Ensure Clear Team Communication
9
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• Ensure that every team member has access to the latest
information in real-time, both in and out of the office.
Increase team collaboration and communication with smart
project management tools. Assign tasks to team members.

14. 10Set Roles and Permissions
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• Set different roles and permissions for each team member
within your organization by accessing the admin page. Limit
the account data that employees can access. In addition,
EventBank ensures that all data inside the firm is secure.

15. Platform Data Security
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16. High Security Standards
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EventBank makes sure your data is safe. To this end, our platform includes
all of the following:
• Physical Security: All data centers follow SSAE16 standards
• System Security: Hardened OS with firewall, DDoS protected
• Operational Security: Operations follow ISO27001:2013
Standards
• Software Security: EventBank’s software and dependencies are
continuously updated for security vulnerabilities
• Communications: All private data exchanged with EventBank is
always transmitted over SSL
• Credit Card Safety: EventBank does not store any credit card
information on our servers.

17. Staying Compliant
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EventBank helps organizations make reporting easier through
implementing state-of-the-art technology and ensures companies stay
compliant with company policies and government regulations.

18. Additional
Platform Features
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19. Event Management Tools
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• Easy Event Registration and Onsite Check-In
• Ticketing (QR Codes)
• Bilingual Platform (English and Chinese)
• Mobile Event Creation and Publishing
• Social Media Sharing
• Online payments (USD, HKD, RMB)

20. Smart Mobile Applications
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EB Connect allows your customers and
event attendees to get the greatest benefits
from their events.
“Customers and attendees
get connected, too.”

21. Authentic
Engagement
Trusted
Relationships=
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22. Opportunities. Converted.
For additional information or questions,
please contact me:
Eric Schmidt, CEO
China Mobile: +86 139 1077 7190
U.S. Mobile: (703) 338-2771
E-mail: eric@eventbank.com