Financial Services Firms Deepen Client Engagement with ON24-powered Digital Experiences

ON24, a leading intelligent engagement platform for B2B sales and marketing, today released its 2025 Financial Services Digital Engagement Benchmarks Report, highlighting how financial services and asset management firms are transforming client education through digital engagement. The findings show a surge in interactive, data-driven experiences, with firms leveraging first-party engagement from webinars, virtual events, and content hubs to foster deeper relationships, enhance awareness and drive pipeline growth.

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“The finance industry isn’t just going digital – it’s racing towards hyper-personalization,” said Mark Bornstein, VP of Marketing, ON24. “Our research shows that firms that combine scalability with personalization see stronger engagement, more meaningful client interactions and ultimately, better business outcomes. The ON24 platform is helping leading financial services organizations deliver high-value education and thought leadership at scale while gaining critical first-party data to refine their strategies.”

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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.