Case Study: BMO Financial Group expands customer reach and boosts engagement with Adobe Connect

Financial Services Group uses Adobe Connect to Deliver a Hightouch Customer Experience

BMO Financial Group, a Toronto-based bank serving more than 11 million personal and commercial customers, faced the challenge of delivering more frequent, personalized customer meetings and employee training without the time and cost of frequent travel. The bank needed faster, more efficient content development and better management of employee productivity while increasing the number and quality of customer interactions.

BMO adopted Adobe Connect to run live and on‑demand webinars and web meetings with persistent rooms and interactive content, enabling quick setup and easy content reuse. As a result, about 75% of its 250 annual events moved online—reaching hundreds (up to ~200) of participants simultaneously—cutting travel costs (about $1,200 saved per employee trip), accelerating preparation and content updates, and improving customer engagement and feedback-driven program development.

BMO Financial Group

Ted Schneider

Senior Manager of e-solutions services, Bank of Montreal Financial Group