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What's New

Take Your Event Management to the Next Level
Simplify Client Data Collection with LeadCenter’s Secure Financial Questionnaire Reports migration to Google BigQuery Bulk Update Across All Contacts is Now Available! Extra Security to Protect Your LeadCenter Account Rapid Lead Response New Workflow Enhancement: Introducing Delay Step Take Your Event Management to the Next Level Increase Productivity and Save Time with LeadCenter Peek Unlock Your Advisory Firm's Full Automation with Workflows New Subject Lines for Appointment System Email Notifications Click-to-Call and Measuring Scheduler Performance Email Marketing Campaigns Announcement Click-To-Call Solution Announcement Multiple writing Advisors Per Account Integrated Email Marketing with SendGrid Stay Compliant with Automated Client Review Reminders by Email and SMS

What's New

Simplify Client Data Collection with LeadCenter’s Secure Financial Questionnaire Reports migration to Google BigQuery Bulk Update Across All Contacts is Now Available! Extra Security to Protect Your LeadCenter Account Rapid Lead Response New Workflow Enhancement: Introducing Delay Step Take Your Event Management to the Next Level Increase Productivity and Save Time with LeadCenter Peek Unlock Your Advisory Firm's Full Automation with Workflows New Subject Lines for Appointment System Email Notifications Click-to-Call and Measuring Scheduler Performance Email Marketing Campaigns Announcement Click-To-Call Solution Announcement Multiple writing Advisors Per Account Integrated Email Marketing with SendGrid Stay Compliant with Automated Client Review Reminders by Email and SMS

Take Your Event Management to the Next Level

09/12/2024 Event & seminar management

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.

Need more help?

If you can’t find the answers you’re looking for, our support specialists are available to answer your questions and troubleshoot if necessary.

  • Phone Call (888) 291-7116. Our main hours are Monday to Friday 7 am-5 pm Central Time.
  • Support Ticket Send your questions and inquiries via email to support@leadcenter.ai. A support ticket will be created and one of our team members will get back to you as quickly as possible.