Financial Services Firms Deepen Client Engagement with ON24-powered Digital Experiences
New research reveals how digital-first strategies are driving stronger relationships and propelling business outcomes
“The finance industry isn’t just going digital – it's racing towards hyper-personalization,” said
Key findings from the 2025 Financial Services Digital Engagement Benchmarks Report
The report provides industry-wide benchmarks and best practices for financial services professionals looking to optimize digital engagement with advisors, brokers, individual and institutional clients. Notable findings include:
- Webinars remain essential for client engagement -financial services webinars attracted an average of 185 attendees per session, with an average engagement duration of 46 minutes.
- Personalization drives higher conversions - meeting bookings driven from personalized experiences rose by 2.5X year-over-year — a rate nearly five times greater than the 30% uplift observed across all sectors.
- Interactivity continues to increase - the average number of questions asked per financial services webinar reached 15, slightly ahead of the global all-industry average, demonstrating increased audience participation and interest in digital learning.
- Advisors are demonstrating stronger intent - financial services webinars saw a 6% year-over-year increase in calls-to-action (CTA) conversions, signaling stronger audience intent and engagement.
- Content hubs drive sustained interaction - financial services firms saw a 48% conversion rate on content hubs, with consultation requests up 60% and ‘contact us’ requests per visitor rising 51%—over 3X the industry average.
To get more insights, download the 2025 Financial Services Digital Engagement Benchmarks Report here.
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