Case Study

Financial Services Webinar Generates Over 100 New Leads

Discovery:

Keel Point provides financial and strategic advice for families and offers investment management designed to allow each family to reach their financial goals.

Due to Coronavirus restrictions, the Keel Point team was looking for new ways to connect with current and potential clients. 

As the 2020 presidential election grew closer, they recognized an opportunity to educate their audience on foreseeable financial changes. 

Having never run a recorded webinar before, Keel Point looked to Move Digital Group to provide end-to-end support.

Strategy:

We kickstarted the work with a strategy process that established:

  • KPIs and objectives
  • Channel strategy 
  • Tech requirements

Launch:

We guided them every step – from platform selection and content support, to designing slides and email campaigns, to managing the webinar experience and implementing a post-event lead nurturing solution.

Measure:

> Registrant Goal
0 %
> New Contacts
0 %
> New Leads
0 +
At Keel Point, we believe in Investing in Our Purpose, and partnering with Move Digital Group was an excellent investment. Their team delivered on every marketing strategy we discussed which is rare in their industry.
Sandra Stephens
Keel Point