Case Study: Vanguard achieves 15% conversion to sales meetings with ON24

Vanguard boosts sales meetings by 15% with ON24

Vanguard Australia, a part of the global investment management company, faced the challenge of scaling its adviser engagement programs to maximize impact and build relationships amidst rising audience expectations and tight budgets. They turned to the vendor ON24 and its webinar capabilities to create standout digital experiences that would attract, engage, and convert prospective financial advisers while integrating with their CRM.

The solution involved using the ON24 platform to deliver highly engaging, branded webinars that included interactive elements like polls and Q&A. By integrating ON24 with their CRM, Vanguard automated sales follow-up, allowing them to prioritize advisers who requested contact. This approach resulted in a 60% live attendance rate and a 15% conversion rate to sales meetings, directly impacting revenue.

Vanguard