Case Study: Plante Moran achieves 7X client reach at one-third the cost with ON24

Plante Moran expands client reach 7X with a multi-channel digital event strategy

Plante Moran, a large US audit, tax, consulting and wealth management firm, faced the challenge of converting an invite‑only, high‑touch in‑person summit for high‑net‑worth clients into a digital experience that preserved a white‑glove feel, delivered the same educational and networking value, and cut through a crowded virtual landscape.

Using ON24 Webcast Elite for polished simulive keynotes and ON24 Target to build personalized on‑demand content tracks, the team backed the program with multi‑channel promotion (sales invitations, Google/LinkedIn ads, social and retargeting) and CRM integration for tailored follow‑up. The three‑day virtual summit expanded reach 7x at one‑third the cost, grew attendance from ~100 to 670, increased on‑demand views/engagement by 25%, added 26 newsletter subscribers and generated 14 meeting requests.

Plante Moran

Jennifer Ballarin

Director of Marketing, Wealth Management