Case Study: Pinnacle Investment Group drives record retail growth with ON24

Pinnacle Investment Group grows FUM >50% with ON24

Pinnacle Investment Group, a financial services firm with a family of investment management affiliates, needed a robust digital event strategy to overcome platform limitations and cut through increasing digital fatigue. Their previous platform was unreliable and restricted branding, making it hard to engage their audience effectively. They turned to the ON24 platform to build a scalable digital and hybrid event program.

Using ON24, Pinnacle created fully-branded webinar consoles and leveraged over 20 engagement tools to foster interaction. The solution provided actionable insights through detailed analytics, which were integrated into their CRM to enable sales. This ON24-powered strategy allowed Pinnacle to scale to 90 webinars annually, increase on-demand attendance by 2.5x, and contribute to the firm's greater than 50% year-over-year growth in funds under management.

Pinnacle Investment Group