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ON24 Unveils 2024 Financial Services Digital Engagement Trends

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ON24 Unveils 2024 Financial Services Digital Engagement Trends

ON24 Unveils 2024 Financial Services Digital Engagement Trends

Business Wire

Published on : Apr 18, 2024

By analyzing thousands of ON24-powered experiences, ON24 announces financial services benchmarks to help organizations increase client and advisor engagement and results


ON24, a prominent intelligent engagement platform for B2B sales and marketing, has launched its "2024 Financial Services Digital Engagement Benchmarks Report," offering crucial insights into digital engagement trends within the financial services industry. This comprehensive analysis equips marketers with actionable data to enhance engagement with clients, agents, and advisors, ultimately driving business results.


1. Personalization Driving Growth: The report underscores the significance of personalization in driving business growth, revealing an 18% increase in calls-to-action (CTA) engagement since 2022, with personalized CTAs experiencing double the growth rate.


2. Digital-First Strategy Imperative: With clients, agents, and advisors increasingly preferring online channels, the importance of a digital-first engagement strategy is emphasized, signaling a shift in industry dynamics.


3. Surge in Digital Interactions: Client and advisor digital interactions within live webinars have surged, with a 13% increase in interactions per attendee since 2021, reflecting evolving audience preferences.


4. Importance of Anytime, Anywhere Engagement: Audiences' desire for flexible engagement is evident, as on-demand webinar interactions per attendee grew by 15% year-over-year, highlighting the demand for accessible digital experiences.


5. Rise of Digital Education and Certifications: The report identifies a significant uptick in digital certifications per client and advisor, emphasizing the increasing importance of digital formats for continuing education and certifications.


6. Growing Demand for Content and AI: Client, advisor, and agent demand for content is at an all-time high, with content hub views and engagement with on-demand webinars experiencing substantial growth. The need for generative AI to meet this demand is highlighted.


ON24's report illuminates the evolving landscape of digital engagement in the financial services sector, emphasizing the critical role of personalization, digital-first strategies, and AI-powered innovation in driving business success. Marketers equipped with actionable insights can leverage these trends to enhance client relationships, empower advisors, and stay ahead in a rapidly evolving industry landscape.