Lead Nurturing Drives Record Engagement & Attendance For Wealth Management Company Symposium
Glenmede, a national wealth management company, was hosting its annual event on impact investing in New York City. Their goal was to use the event to engage in conversation with client prospects, current clients, and centers of influence about values-based investing and identify new sales opportunities. In years past, the event had failed to reach its full potential for new business opportunities. Our task was to strategize and execute on a lead nurturing program to engage with and identify sales prospects.
With the goal of attracting and engaging with prospects, clients, and centers of influences, we set out to raise the bar on marketing for the event. Mole Street partnered with Glenmede to:
We launched Glenmede’s first-ever event website with a timeline of 8 weeks from kick-off to website launch. The custom WordPress website incorporated refreshed branding by Mole Street and hosted key information such as speaker bios, the schedule, venue wayfinding information, and a “request registration” button for users to inquire about tickets.
We sent out 18 unique pieces of content over 13 weeks to clients, prospects, and centers of influence. Audience segments were emailed on a set schedule to drive attendance and engagement with Glenmede. Email content included sticky information like quotes from the featured speakers and links to articles and podcasts.