Case Study: Edelman Financial Engines achieves significant attendee engagement and boosts webinar registrations with ON24

Edelman Financial Engines leverages On24 webinars to significantly increase attendee engagement

Edelman Financial Engines, a leading independent financial planning and investment advisor serving over 1.1 million clients, runs interactive webinar series to educate employees about retirement savings. Needing to reach larger audiences, lift engagement beyond passive presentations, and gain behavioral intelligence to drive advisor follow-ups, the firm looked for a more scalable, interactive solution with better lead-qualification capabilities.

Edelman adopted the ON24 engagement platform—using polls, Q&A, embedded appointment schedulers, simulive production, content repurposing and custom branding—to create more interactive, scalable webinars. The switch produced strong results: 75% more webinar registrations, an 86% increase in total attendees (including on‑demand views), a 65% rise in attendees booking advisor appointments, and a 48% increase in new clients.

Edelman Financial Engines

Jocelyn Robertson

Webinar Manager