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NatWest Group

CASE STUDY

BankingEvents Platform

NatWest Group automates ticket management across 22 business units

Twenty-two business units, twenty-two spreadsheets, no single view. Now 250 staff request, approve and report on 3,500 assets in one place.

The results

3,500

assets managed a year

Expected to grow as the sponsorship portfolio evolves

250

staff on one platform

Across 22 separate business units

100%

feedback capture rate

Automated post-event surveys — previously not captured at all

97%

fewer pre-event queries

Guests self-serve event detail from the platform

At a glance

  1. 1

    The challenge

    Ticketing and hospitality assets were tracked in a spreadsheet emailed around the bank, so each of 22 business units kept its own copy — and its own approval process.

  2. 2

    What they did

    NatWest replaced the spreadsheets with the Sponsorworks Enterprise Platform: self-service requests, per-unit approval routing, automated guest comms and post-event surveys.

  3. 3

    The result

    250 staff now manage 3,500 assets a year in one place, feedback is captured on every event, and pre-event queries have fallen by 97%.

NatWest GroupBanking2 min read

The Challenge

NatWest Group manually tracked its ticketing and hospitality assets in a spreadsheet which, while being an easy-to-use solution, created a number of issues. The spreadsheet was sent around the business, so staff in over 20 departments could apply for tickets. Each team created its own copy of the spreadsheet with its requests for assets. The central hospitality team then had to collate requests to create a single view across the bank.

This manual approach led to a duplication of effort and made hospitality management a time-consuming process. Additionally, post-event evaluations were not possible due to the time it took to manage requests, as the team did not have enough time to follow up with colleagues. This meant the business lacked feedback data to evaluate outcomes effectively.

A further challenge for NatWest Group was that each business unit had different approval processes for different functions within the bank. To replace the spreadsheets, it needed a purpose-built platform that could work across the group and also adapt to the existing processes within each business unit.

Specific obstacles and challenges included:
  • Fragmented Request Process – Multiple departments using separate spreadsheets duplicated efforts and obscured a unified view.
  • Inefficient Ticket Access & Approval – Lack of a streamlined system complicated ticket requests and varied approval processes.
  • Cumbersome Data & Feedback – Manual guest detail collation and low post-event response hindered effective evaluation.
  • Laborious Financial Reporting – Time-intensive reporting slowed overall operational efficiency.

Before and after

MetricBeforeWith Sponsorworks
Systems of record22+ spreadsheet copiesOne platform
Post-event feedbackNot captured100% of events
Approval routingDifferent in every unitConfigured for each unit on one platform

Solution and results

NatWest Group realised it needed to automate its corporate hospitality management. The banking group looked for an established software platform that could work with its existing processes. With many different brands and customer segments, the banking group wanted to avoid changing processes to fit with a new system.

As a result, NatWest Group chose the Sponsorworks Enterprise Platform. This off-the-shelf solution gave the group 95% of the functionality it needed straight away. Due to the platform’s flexibility, Sponsorworks customised it to also handle the extra features that were needed. These covered the differing request and approval processes across NatWest Group.

The new platform made it easier for each department to see its allocation of tickets. It was also simpler for department representatives to assign or transfer tickets to staff to ensure tickets were used. This played a key role in improving ticket utilisation.

With its previous spreadsheet method, NatWest Group was unable to collect feedback data and analyse guest experiences. Once the group moved to the Sponsorworks platform, it could use automated post-event surveys to evaluate the success of different hospitality offerings at each venue. The platform also ensures GDPR compliance through the use of its automated data retention policies.

Alongside the software platform, the Sponsorworks customer support team also provides an agency managed service for NatWest Group. This complements NatWest Group’s internal admin team and deals with all first-line enquiries from representatives and hosts. This frees up the sponsorship managers to focus on running their commercial partnerships and campaigns.

The Sponsorworks platform has enabled us to streamline our corporate hospitality management across the group. It's easy to use and takes a fraction of the time and resource it used to take. Of equal value though, is the invaluable data we are able to access after every event. This helps us offer the best experiences to customers and assess the business outcomes too.
Sally Leach, Sponsorship & Hospitality Manager, NatWest
The benefits for NatWest Group:
  • Replacing manual spreadsheets has delivered significant time savings across the group.
  • The hospitality team no longer collates data from competing spreadsheet versions.
  • Automation and self-service work for representatives and hosts in every department.
  • Automated surveys feed ROI evaluation and future partnership planning.
  • Clear visibility of ticket usage keeps utilisation high as the portfolio grows.

Running hospitality across separate teams?

See how Sponsorworks handles a different approval process for every business unit without splitting the data.

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