Global Asset Management
Challenge
Our client sought to deliver high-quality financial education webinars to their advisors. They needed a way to consistently engage their audience with updates, professional financial advice, and actionable guidance, while also providing certification opportunities to enhance professional credibility.
Objectives
Create engaging and informative webinars:
Deliver content that keeps financial advisors engaged and informed.
Educate the audience
Create engaging and informative webinars.
Professional platform for financial advisors
Feature internal and guest financial experts, providing them with a professional virtual stage to share valuable knowledge.
Issue accreditations & certification
Integrate quizzes and assessments into webinars, awarding certifications to advisors upon successful completion to strengthen their professional credentials.
Solution
Using our advanced webinar platform, we built a comprehensive webinar program that included live, simulated-live, and on-demand options. We incorporated interactive features such as quizzes and tests to assess knowledge retention and engagement. Certifications were automatically issued to advisors who completed the webinars and passed the assessments, adding significant value to their professional development. Our financial services clients can monitor advisors’ activity in the C.E. Portal with the added benefit of generating thousands of sales leads.
Outcome
The Webinar Series for the Financial Management Company achieved significant success:
Over 150 active webinars createdline Visibility
Our team successfully produced a wide range of webinars covering critical financial topics, updates, and professional development courses.
Audience range of 50 – 500 registrants per webinar:
Events consistently attracted strong attendance, reflecting the relevance and quality of the content.
Increased advisor knowledge and certifications:
Advisors reported higher satisfaction, enhanced financial knowledge, and proudly earned certifications that contributed to their career growth.
Conclusion
By partnering with us, the financial management company was able to transform their approach to professional education. Through the creation of a dynamic, engaging webinar series complete with certifications, they not only strengthened advisor expertise but also built a loyal and continually growing audience. Our solutions empowered them to deliver education at scale, maintain advisor engagement, and elevate their brand’s reputation in the financial services industry.
