Case Study: Edelman Financial Engines boosts advisor appointments with ON24

Edelman Financial Engines boosts advisor appointments 20% with ON24

Edelman Financial Engines, a top independent financial planning and investment advisor, faced the challenge of making its educational webinars on retirement savings more engaging and effective. Their goal was to move beyond simple presentations to create interactive experiences that would inform audiences and generate qualified leads for advisor appointments. To achieve this, they turned to the ON24 webinar platform for a solution.

By implementing ON24, Edelman Financial Engines gained access to unparalleled interactivity tools, efficient simulive capabilities for scalability, and the ability to repurpose content. The solution from ON24 led to significant results, including a 65% increase in the conversion of attendees to advisor appointments and a 20% year-over-year boost in appointments overall. This ultimately contributed to a 48% increase in new clients, greatly expanding the company's reach and impact.

Edelman Financial Engines