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GEG Worldwide | Case Study | ON24

Discover how B2B marketers are adapting to AI — and preparing for the future — in our State of AI report. 🙌 Read now

Get started
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How CEG worldwide boost conversions, financial coach with ON24

  • 52%

    Registrant to attendee conversion

  • BOOST

    In qualified leads and appointments from coaching program

  • MORE

    Customized webinars

Capabilities

Industry

Use Cases

Number of Employees

  • 0 to 250

About

CEG Worldwide takes a unique approach to deliver solutions for financial services advisors and the institutions that serve those advisors. Its proprietary empirical research, combined with the experiences of its highly-successful principals, have shaped how CEG thinks, practices and designs its programs in productive and meaningful ways. This accumulation of knowledge and insights have led it to create a set of coaching, research and consulting services that are simply unmatched in the industry. Few other organizations offer its unique combination of game-changing services enabling financial advisors to build the practices of their dreams and empower leaders of financial institutions to grow revenues, retain top advisors and attract new top advisors.

Introduction

The financial industry turns on quality information and advice. That’s why firms like CEG Worldwide are considered valuable resources for research, training and consulting for financial advisors and institutions. Services range from corporate workshops to personalized coaching for top financial advisors, brokerage firms and wealth managers. Sharing such advice and lessons often requires in-person meetings, whether for personal coaching or for group sessions. But big brokerage firms are downsizing, consolidating and cutting back on costs, meaning fewer funds for educational conferences and workshops.

CEG Worldwide had to set itself apart from the competition and create awareness for its services for the financial services community. CEG’s answer was clear: webinars. The digital tools provided the scalability the company needed with the in-person quality its clients expect. CEG developed a webinar strategy to educate financial advisors and industry executives while promoting coaching and training solutions.

Problem

CEG’s early webinars drew large audiences, but the company experienced a number of problems with its conferencing tools. Slow performance held participants back, poor video integration interrupted both CEG coaches and attendees, slide management was tedious and the company couldn’t capture key analytics to evaluate success. And those were only some of the problems the company faced using basic webinar and conferencing solutions.

The platforms CEG Worldwide used required attendees to download software. For the financial community, downloading software on company computers is often strictly forbidden as a part of corporate policy. With prospects limited in how they could connect and attend webinars, CEG’s potential pool of attendees dwindled, limiting its ability to communicate with and improve the careers of financial advisors and firms across the globe.

Solution

CEG Worldwide needed a new easy-to-use, reliable solution it could deploy to anyone with an internet connection. CEG assessed its options and chose the ON24 Engagement Hub as its go-to solution for webinar revitalization. With ON24 in place, CEG produces a weekly webinar series featuring integrated video, multiple presenters, content downloads and live Q&A sessions. But CEG doesn’t stop there. Once a webinar is over, the company pushes its recording of an event online for customers to consume on-demand. In addition to dynamic, reliable webinars, CEG enjoys:

  • Better analytics. With ON24 in place, CEG can easily understand when and where their attendees are engaged —allowing the company to both refine content and provide deeper dives into subjects piquing attendee interest.
  • Seamless integration. With powerful integrations in place, CEG Worldwide can take the critical metrics derived from its webinars, feed them to Eloqua and attach those metrics to a profile in Salesforce, increasing the context around valuable prospects while decreasing the time it takes to reach out to them.
  • Fully customized events. With a fully customizable and easy-to-use platform in place, CEG Worldwide could finally deliver professional, on-brand webinars highlighting the company’s commitment to providing quality content.
  • Easy access to webinars. Attendees don’t need to download software to attend CEG webinars hosted on the ON24 platform. That means CEG can finally reach the full range of financial professionals in need of coaching without worrying about risking running afoul of corporate policies.

Results

With ON24, CEG integrated a calendar tool into its webinar consoles allowing attendees to apply for an in-person “Impact Assessment” while they watched a presentation. By capitalizing on attendee enthusiasm generated within a webinar, CEG could easily schedule appointments and accelerate sales opportunities.

With a better webinar platform in place, CEG has seen:

  • 52 percent registrant to attendee conversion. After only 27 webinars, CEG saw a boost in registration and attendance rates and beat industry benchmarks by 12 percent.
  • Boost in qualified leads. With weekly thought leadership events, CEG can both offer guidance to financial managers and provide an opportunity to register for CEG coaching events.
  • High-quality, customized webinars. CEG uses ON24 to deliver fully-branded webinars with high-quality video, direct engagement tools that cements CEG’s name as an industry leader in digital technologies.

“CEG webinars with ON24 have led to a significant increase in revenue from our coaching programs.”

John Bowen, Founder and CEO

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