SeminarMarket IQ
Review recent financial seminar activity around the locations you’re considering.
SeminarSignal technology
See the market. Understand the campaign.
Seminar Marketing Radar shows activity before you launch. Advisor Hub helps you see how the campaign unfolded.
Market intelligence
Decide where and what to teach.
Review observed seminar activity and compare topics across markets before committing to a venue or media budget.
Seminar Marketing Radar
Market activity shown in Seminar Marketing Radar. Some event locations are approximate.
Campaign visibility
Follow your event from registration to attendance.
Use the Hub to review your schedule and campaign information so your team can see where follow-up is needed.
Advisor Hub
Advisor Hub product preview with fictional workshop records.
Audience insights
Bring more context to follow-up.
Where Catchlight enrichment is enabled, matched registrants may have additional information to help prioritize follow-up. We confirm the fields available to your team and how they can be used before the campaign.
Campaign IQ
See spend, registrations, confirmations, and attendance in context.
Prospect IQ
Use available audience insights to decide which conversations deserve attention first.
Planning your next seminar?
Bring your market, topic, or target date. We’ll talk through what the first campaign would take.