Financial Association Software that Maximises Member Benefits

VeryConnect’s financial association software enhances member experience, facilitates professional connections and reduces your admin work. Our tailored features for membership management and industry collaboration are designed especially for investment associations.

Deliver more to your members while reducing admin

Financial associations play important roles in supporting their members by providing networking opportunities, professional development, and access to industry insights. However, managing memberships, events, and compliance while delivering value can be challenging.

VeryConnect’s financial association management software simplifies administration, automates processes, and gives you tools to engage your members and drive their professional success.

Financial association software that meets your needs

Built with scalability in mind, our software has all the features you need to manage and grow your financial or investment association. We tailor the platform to align with your association’s needs and can integrate with your existing systems.

The platform will be branded to match your existing website, or, if you are looking to start fresh, we offer a full website build package.

Select your preferred features and we’ll customise the platform accordingly:

Database

Secure member database
Member roles with different access permissions
Organisation and group profiles
Automated renewal and reminder notifications
Integration with financial and accounting platforms

Member area

Discussion forums
Event and conference booking
Member-only resource area
Continuing professional development (CPD) tracking
Direct messaging for members
Certificate generation

Admin area

Automated and manual membership applications
Email and automated communications
Smart tagging and filtering for personalised outreach
Reporting and compliance tracking
Engagement dashboards with member scoring
Financial management and invoicing tools

How you can add value for your members with our financial association platform

Boost member engagement

Our financial association software gives you a clear view of how members interact with your financial association. Intuitive engagement dashboards offer instant access to key metrics, including email open rates, event registrations, attendance, and participation. You can track engagement at individual and organisational levels, helping you identify active members and re-engage those at risk. With all member data in one place, the platform provides valuable insights to drive retention and increase member value.

Facilitate networking and build a community

You can choose visibility levels for your members to search and connect with each other on an online directory with an in-built messaging feature. Plus, member-only discussion forums give members the opportunity to collaborate.

Our mentoring feature allows your members to learn from one another. The feature uses an algorithm to match mentors and mentees based on criteria like expertise, location, gender, seniority, and preferred meeting times. Mentors and mentees can schedule sessions, share agendas, and track progress through the platform.

Support professional development and continuous learning

Our membership software for financial associations has built-in CPD tracking so members can easily log their professional development activities and receive certifications.

Our platform features an “Opportunities” section where job ads and professional notifications can be easily shared with members, helping them stay informed and advance their careers.

Create impactful events for your financial association members

Our event management tools make it easy to plan and run events such as industry conferences, training sessions, and networking meet-ups. With simple booking, custom ticketing, and real-time tracking, you can ensure your events are a success.

Our interconnected features allows you to easily track engagement, send targeted communications, and gain insights, helping you create even more impactful events in the future.

Integration with your Learning Management System for member learning

We understand that education is a key element in supporting the professional development of financial association members. That’s why we’ve developed integrations with popular Learning Management System (LMS) platforms, including industry leaders like Moodle.

Integrating your LMS with our financial association management software has many benefits such as:

Single-sign-on access

Role-based content restrictions

Automated certificate issuance

These allow your members to easily access courses, events, and certifications in one central location, giving you a clear view of their professional growth.

Do you have a specific LMS in mind? Let’s discuss how we can tailor a solution to suit your association’s needs.

Investment Association Software

VeryConnect’s financial association software is also a perfect fit for investment associations. Our platform helps you reduce admin, facilitate networking among investment professionals, and support continuous learning with CPD tracking and LMS integration.

Our investment association software has built-in CPD tracking to support your members’ continuous professional development. Plus, you can use the community features to keep them engaged with the latest industry insights and opportunities.

Why VeryConnect is the right software solution for your financial or investment association

Designed for ease of use

Our platform is built with a user-friendly interface, making it simple for administrators and members to navigate. Whether your team is tech-savvy or new to digital platforms, VeryConnect ensures an accessible and intuitive experience.

Secure and GDPR-Compliant

Data security is our priority. Our financial association platform is hosted on ISO 27001-certified servers and designed to meet GDPR and industry regulatory requirements, ensuring the highest levels of data protection.

Tailored support and ongoing enhancements

We collaborate with you to configure the software to your financial or investment association’s unique needs. Our onboarding process includes full training, and our support team is always available to assist with ongoing improvements and feature enhancements.

Get a demo

Would you like to find out more about how VeryConnect's solutions can work for you? Enter your details below and our friendly team will be in touch.