As part of its digital-first strategy, the professional services firm draws nearly 600 more attendees to its 2020 Wealth Management Virtual Summit than in previous years
SAN FRANCISCO–(BUSINESS WIRE)–Plante Moran, one of the nation’s largest certified public accounting, tax, consulting, and wealth management firms, quickly shifted its annual in-person wealth management summit to an immersive, digital experience using ON24 (NYSE: ONTF). With the ON24 Digital Experience Platform, Plante Moran expanded the summit’s reach nationally and enhanced audience engagement. The firm increased the number of attendees by nearly 700% and improved customer engagement by an estimated 25% compared to its previous in-person event – all at one-third the cost.
“ON24 transformed our in-person summit into an immersive, digital experience that was unique and personalized for our clients,” said Marten van Pelt, CMO at Plante Moran. “We plan to lead future marketing efforts with digital experiences as part of our multichannel engagement strategy to connect with clients and prospects more efficiently and effectively.”
Plante Moran’s annual wealth management summit is the firm’s largest opportunity of the year to attract new clients and engage existing ones. In 2020, the firm needed to shift to a virtual event as in-person interactions remained limited during COVID-19.
The company used ON24 Webcast Elite to pre-record keynotes and breakout sessions and deliver them in a live, virtual experience for its global clients. With ON24 Target, the company leveraged audience engagement data such as content downloads and client questions to tailor engagement, creating personalized tracks on topics such as estate planning and legislation, retirement planning, and overall economic outlook.
By evaluating attendees’ interests and preferences before, during, and after the event, Plante Moran had the insights they needed to determine the next best action with clients, from offering on-demand content and future events to scheduling a call with an advisor. Integration with their marketing automation platform and CRM system also allowed marketing and sales teams to use engagement data to drive more targeted, relevant interactions with clients.
“Companies across every industry are accelerating digital engagement to reach and connect with audiences on a much larger scale,” said Steve Daheb, CMO at ON24. “Plante Moran is leading the way on creating digital experiences that enhance audience engagement and provide rich data to deliver the best possible customer interactions.”
The ON24 Digital Experience Platform includes ON24 Webcast Elite, ON24 Engagement Hub, ON24 Target, ON24 Virtual Conference, ON24 Intelligence, and ON24 Connect. Companies can deliver digital experiences that create deep engagement, first-person data, and AI-driven personalization, as well as seamlessly integrate audience insights with marketing automation, CRM, and collaboration systems.
To learn more about how Plante Moran increased audience reach and engagement with ON24’s Digital Experience Platform, read the case study at ON24.com/ PlanteMoran. Also, join us at The ON24 Experience virtual event on April 28, 2021 to hear about the digital experiences marketing leaders are creating to engage audiences. Register at ON24.com/Experience.
About Plante Moran
Plante Moran is among the nation’s largest accounting, tax, consulting and wealth management firms and provides a full line of business analytics and data management services to private and public sector organizations. Plante Moran has a staff of more than 3,300 professionals throughout the United States with international offices in Shanghai, China; Monterrey, Mexico; Mumbai, India; and Tokyo, Japan. Plante Moran has been recognized by a number of organizations, including FORTUNE magazine, as one of the country’s best places to work. For more information, visit plantemoran.com.
ON24 provides a leading cloud-based digital experience platform that makes it easy to create, scale, and personalize engaging experiences to drive measurable business growth. Today, we are helping over 1,900 companies worldwide, including 3 of the 5 largest global technology companies, 4 of the 5 largest US banks, 3 of the 5 largest global healthcare companies, and 3 of the 5 largest global industrial manufacturing companies, convert millions of prospects to buyers. Through interactive webinars, virtual events, and always-on multimedia experiences, ON24 provides a system of engagement, powered by AI, which enables businesses to scale engagement, conversions, and pipeline to drive revenue growth. The ON24 platform supports an average of 4 million professionals a month totaling over 2.5 billion engagement minutes per year. ON24 is headquartered in San Francisco with global offices in North America, EMEA, and APAC. For more information, visit www.ON24.com.
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