Case Study: Dynamic Funds drives financial education, CE credits, and MQLs with ON24

Dynamic Funds issues 160K+ CE credits with ON24

Dynamic Funds, a recognized Canadian asset management firm, faced challenges scaling its educational outreach to financial advisors through in-person events, which were costly and had declining attendance. They needed a digital solution to effectively educate advisors, track their engagement, and demonstrate the firm's value. They turned to the ON24 Platform to address this.

Using the ON24 platform, Dynamic Funds created "The Education Zone," a digital hub for webinar content and continuing education. This solution allowed them to position portfolio managers as thought leaders, issue CE credits automatically, and gain advanced analytics. The results included generating over 160,000 CE credits, creating an average of 15 marketing-qualified leads per webinar, and achieving over 900 on-demand views per event, establishing it as a major lead generator.

Dynamic Funds