Case Study: Dynamic Funds scales financial advisor education and lead generation with ON24

Dynamic Funds issues 160,000+ CE credits with ON24

Dynamic Funds, a recognized Canadian asset management firm, faced the challenge of scaling its educational outreach to financial advisors beyond costly and limited in-person events. They needed a digital solution to establish their expertise, provide convenient continuing education, and generate measurable interest. They turned to the ON24 Platform to address this.

Using the ON24 Platform, Dynamic Funds created "The Education Zone," a digital hub for webinars that positioned its experts as thought leaders and automatically issued continuing education credits. This solution generated significant results for the vendor, ON24, including over 160,000 credits issued, an average of 900 on-demand views per webinar, and 10-20 qualified leads per event, making it a major pipeline generator.

Dynamic Funds