Case Study: Investment Firm delivers a successful virtual annual meeting with Augeo

Investor annual meeting delivers successful results

Investment Firm needed to quickly pivot its annual investors meeting from an in-person Spring 2020 event to a virtual format as COVID-19 made the original plan impossible. The firm wanted to preserve the same high-quality training, company updates, and overall experience for clients, and turned to Augeo for support.

Augeo assembled a cross-functional team to plan and technically produce the event, selecting Zoom Webinar as the best platform and supporting the transition with show flows, speaker best practices, and three dry-run rehearsals. The result was a flawlessly executed virtual meeting delivered in just three weeks, with 200 attendees, 10 company speakers, one retired U.S. military general, 3.5 hours of content, and less than 10% drop-off throughout the event.