Help Center

We’re excited to highlight LeadCenter’s event management solution, tailored for financial advisors like you. The solution provides a fully automated event management that handles everything—from creating event landing pages to tracking ROI.

• Automated event landing pages and forms: Easily create events, which automatically generates a dedicated landing page and registration form for each seminar on your website.
• Centralized lead management: Automatically capture event registrations from your website and through mail house integrations.
• Customizable confirmation & reminder emails and text messages: Automate confirmation emails, text reminders, and follow-up communications for your event attendees.
• Seamless integration with mail houses: Integrate directly with Financial Seminar Services, LeadJig, and LeadingResponse automatically push registrations to your CRM.
• Event performance tracking & ROI monitoring: Leverage LeadCenter.AI’s comprehensive reporting tools to track event performance, including AUM and annuities production generated from each event.
  
  1. Events report: Get a comprehensive overview of all your events, including attendee statistics and conversion rates.
  2. Event performance report: Analyze your event's performance by tracking registrations, attendance, and ROI.
  3. Event expenditure report: Monitor all marketing expenses related to your events to calculate ROI and optimize spending.
  4. Event attendees report: Review detailed lists of all event attendees, including their engagement levels.

If you need assistance in setting up events, please send an email to support@leadcenter.ai. You can also book a demo by clicking here.