How VettaFi Doubled Webinar Output and Streamlined Continuing Education with ON24

VettaFi uses ON24 to run a high-volume, data-driven webinar program that meets the dual needs of client lead generation and continuing education for financial advisors. ON24 Elite gives the team full control over the webinar experience — making it easy to manage registration, collect first-party data, track engagement and generate post-event reports that clients can act on.

The team, led by Dawn Zarcaro, Virtual Events Director at VettaFi, builds each webinar with interactivity and insight in mind — using all the “bells and whistles” available on the platform to increase engagement. They consistently include polls during each session, along with post-event surveys that provide an additional layer of audience feedback. These features help the team capture detailed engagement metrics and deliver concrete value to asset managers who rely on their webinars to connect with hard-to-reach advisor audiences.

Continuing education is another key pillar of the program. With ON24, VettaFi can offer CE credits for both live and on-demand events. This is a feature that Zarcaro is very impressed with. “The ON24 continuing education program is truly best-in-class. From uploading certificates to seamlessly shifting content to on-demand, it’s all built to scale — without sacrificing compliance or ease of use.” 

The platform tracks viewer participation, issues automated certificates and ensures compliance with industry standards even when done via on-demand. The certification webinars typically remain available on-demand for up to a year, giving attendees flexibility while allowing VettaFi to extend the shelf life of their content.

Behind the scenes, ON24 helps VettaFi run a tight, repeatable process. With tools like centralized intake forms, multi-registration landing pages and standardized workflows, the team can manage a high volume of events without bottlenecks. That structure allows them to focus on what matters most: delivering high-quality webinars that drive leads, provide value to advisors, and give clients a clear view of engagement through first-party data.

Zarcaro sings the praises of ON24 and its commitment to innovation, “ON24 is constantly evolving — always rolling out new innovations that help us deliver better insights to our clients. It’s not just a platform; it’s a touchpoint that connects our clients to the data that matters most.” 

One innovation Zarcaro is keen to onboard in the near future is ON24 ACE because of its ability to stretch content even further. “It’s repurposing the content. It’s not starting from scratch; it’s taking the content that’s already been spoken about and cutting it into different versions and different things.”