E-Book: How to Pivot to Virtual Events

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You may have found yourself with months of planned sales, marketing and investor events suddenly cancelled due to the COVID-19 pandemic.

As we look ahead to months of disruption and change, you may be wondering how you can keep reaching your customers/investors and prospective clients in an environment where in-person is no longer an option.

To help financial services business and marketing leaders, this guide provides strategies and practical tips to think through as you make the shift from physical to virtual events.

Download the E-Book:

The guide includes:

  • Initial planning considerations for a virtual event

  • Types of virtual events and our recommended platforms

  • Trending and successful virtual events in the financial services space

  • Practical considerations to help you get started


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