Case Study: Dynamic Funds achieves scalable financial education and consistent lead generation with ON24

With ON24, Dynamic Funds Crafts a Financial Education Machine

Dynamic Funds, a Toronto-based asset manager founded in 1957, needed a better way to educate and build trust with financial advisors beyond costly, hard-to-scale in-person events. Declining attendance, rising venue and travel costs, and the inability to track advisors’ learning history and interests made it clear the firm needed a digital solution to deliver timely education and capture engagement data.

Using the ON24 Engagement Platform, Dynamic Funds launched “The Education Zone,” a webinar-based content hub that issues automated continuing-education credits and showcases portfolio managers as thought leaders. The shift produced strong results: more than 200 webinars, 160,000+ CE credits issued, about 900 on-demand views per webinar, and improved lead generation (roughly 10–20 hot leads per event), making the Education Zone a top lead driver and key pillar of the firm’s digital strategy.

Dynamic Funds

Yasminka Marcus

Senior Manager, Editorial and Education Programs