Plante Moran Increases Customer Reach and Engagement With the ON24 Digital Experience Platform

Rhea-AI Summary

ON24 (NYSE: ONTF) facilitated Plante Moran’s transition from an in-person to a digital wealth management summit, which saw a remarkable 700% increase in attendance and a 25% improvement in customer engagement compared to previous events, all at a third of the cost. The digital experience, powered by ON24’s platform, enabled tailored content delivery and valuable audience engagement data. As companies increasingly pivot to digital engagement, Plante Moran is setting a precedent for effective client connections.

Positive

• 700% increase in summit attendance compared to previous in-person events.
• 25% improvement in customer engagement over prior events.
• Reduced costs of hosting the digital summit to one-third of previous expenses.

Negative

• None.

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.

About ON24

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.

Forward-Looking Statements

This document contains “forward-looking statements” under applicable securities laws. In some cases, such statements can be identified by words such as: “expect,” “convert,” “believe,” “plan,” “future,” “may,” “should,” “will,” and similar references to future periods. Forward-looking statements include express or implied statements regarding our ability to achieve our business strategies, growth, or other future events or conditions. Such statements are based on our current beliefs, expectations, and assumptions about future events or conditions, which are subject to inherent risks and uncertainties, including the risks and uncertainties discussed in the filings we make from time to time with the Securities and Exchange Commission. Actual results may differ materially from those indicated in forward-looking statements, and you should not place undue reliance on them. All statements herein are based only on information currently available to us and speak only as of the date hereof. Except as required by law, we undertake no obligation to update any such statement.

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FAQ

What are the key results from ON24's digital summit for Plante Moran?

Plante Moran experienced a 700% increase in attendees and a 25% increase in customer engagement, all while hosting the event at one-third the cost of previous in-person summits.

How did ON24's platform enhance Plante Moran's summit?

ON24's Digital Experience Platform allowed for tailored content delivery, improving audience engagement through data insights.

When did Plante Moran shift to a digital format for their summit?

Plante Moran transitioned to a digital format for their annual wealth management summit due to limitations on in-person interactions in 2020.

What strategies did Plante Moran adopt for future marketing?

Plante Moran plans to incorporate digital experiences as part of their multichannel engagement strategy to enhance connections with clients and prospects.

What can be learned from Plante Moran's digital summit experience with ON24?

Plante Moran's experience indicates that digital formats can significantly expand reach and engagement, providing valuable insights for future client interactions.