Financial Services: Scenarios & Simulations

A financial services company were hosting their annual conference and wanted to create an engaging discussion of key topics led by panel speakers as well as gauge delegate opinions and encourage delegates to share their opinions.

The organisers wanted a paperless conference app to help build interaction for the day so delegates could vote and send in comments and questions.

How we did it

smart-devices-round-table-twOn arrival, delegates were each given a fully-customised Smart Badge with their name and conference branding. Badges were created in different colours depending on attendee category.

We created an app containing an interactive agenda with links to speaker biographies and evaluation forms for individuals to give organisers their honest feedback on sessions and any means of improvement for future events. A function for sending questions and comments was also available, allowing attendees to contribute throughout the event.

Organisers wanted to see how delegates responded to a range of different financial case scenarios through voting. During some questions, hosts were keen to get the views of certain groups only. This was easy using the Smart Badges, which were pre-programmed with demographic data relating to each delegate. Depending on the data contained on the card, only relevant voting questions would appear on their tablet screen.

smart-devices-round-table-tw-2Delegates were also encouraged to send in their comments using their tablet device to panellists following discussions. A moderator was able to see comments sent in and forward them onto panel speakers for further discussion.

A live Twitter-style feed was also created where delegates could share their comments.

To add a competitive element to the day, teams were presented with two case studies of investment. After discussion and collaboration with their peers, they were asked to decide whether they would invest in both, either or neither of the opportunities. If teams decided they wished to bid, their team leader would use their Smart Device to enter the amount they wished to spend.


tw-main-roomThe pre-loaded demographic data stored on the Smart Badges meant that voting results could be cross-referenced instantly against delegate type. The ability to see how different groups respond to certain questions helps stimulate a better discussion. Delegates found sessions thought provoking and welcomed the opportunity to participate in the table discussions and give their opinions.