Case Study: Aviso Wealth drives pipeline growth and expands webinar reach with ON24

Aviso Wealth creates 6 content pieces in under a week with ON24

Aviso Wealth, a financial services firm, faced challenges in scaling its content creation due to a lean marketing team and a lengthy compliance review process. Its asset management arm, NEI Investments, used ON24 webinars for engagement but struggled to produce supporting materials quickly. The vendor, ON24, offered its AI-powered ACE product to help transform their approach.

By implementing ON24's AI-powered ACE, the team could rapidly generate multiple compliant content pieces from a single webinar, reducing creation time from weeks to days. The solution was fully integrated with their Salesforce CRM, providing sales with deeper engagement insights for smarter follow-up. This resulted in webinars becoming the top channel for driving marketing-qualified leads (MQLs) and increased perception of the quality of their fund managers among advisors.

Aviso Wealth