ON24 for Asset Management
How Financial Engines Drives Trust, Engagement Through Webinars
Speaker: Jocelyn Robertson, Webinar Producer, Financial Engines
With a topic as complex as retirement planning, a static, boring brochure or easily-ignored email just won’t cut it. That’s why the nation’s largest independent investment advisory firm, Financial Engines, turns to ON24 to deliver high-touch, personalized financial advice to hundreds and thousands employees within the workplace as well as individual investors.
Through a mix of live and on-demand webinars, Financial Engines scales the company’s advisory services across its clients, helping enterprises provide their employees with the benefit of retirement planning, increasing participants in retirement plans, and, ultimately, giving more employees as well as individual investors control of their financial future.
During this webinar you’ll learn how Financial Engines:
- Grabs audience attention and boosts webinar engagement through interactivity, gamification and on-brand experiences
- Creates on-demand content and assets from live webinars to offer multiple ways for participants to engage with their advisory services
- Converts webinar engagement into advisor meetings, achieving increases of upwards of 300 more this year than 2017, and doubling assets under management
Tune in to learn more about how ON24 can differentiate your company’s services and create multiple returns on your webinar program investment.