BigMarker for Financial Services

Differentiate your firm with standout events & webcasts.

Win trust and grow relationships with compliant, high-quality webinars, events, and video hubs that capture first-party data, route leads, and deliver measurable outcomes
Trusted by the world's most innovative companies
Investor conferences

Accelerate your fund with innovative investor conferences.

Deliver polished events from sign-up to session replay, with access controls, brand consistency, and audit-ready records.

Registration

On-brand, dynamic registration that routes the right stakeholders to the right tracks.

Badging & check-in

Branded badges and touchless check-in keep lines moving and access controlled for analysts, executives, and guests.

Lead generation

Generate and qualify leads with webinars.

Webinar programs

Run live, simulive, and on-demand webinars that engage your audience with chat, Q&A, polls and CTAs.

Lead intelligence

Collect rich data at every touchpoint, and use built-in lead scoring to identify the most promising prospects.

Thought leadership

Build your brand with engaging thought leadership.

Publish timely perspectives that build credibility, deepen relationships, and open doors for advisors and sales.

Live webinars & events

Host analyst briefings, CIO talks, and roundtables with interactive Q&A, then extend reach with replays and clips.

On-demand hubs

Organize research, replays, and explainers in a branded destination that boosts discovery and engagement.

Consumer education

Deliver value with consumer education.

Live, simulive, and on-demand webinars

Deliver clear, digestible sessions with Q&A and follow-ups that turn curiosity into informed next steps.

App & web portal integration

Embed content in your existing app or portal so customers learn and act without leaving your ecosystem.

Product education

Integrate webinars & events  into your platform.

Help users realize value faster with clear, scalable education and progress tracking that turns new users into confident users.

Live & on-demand content

Host live instructor-led, or evergreen on-demand sessions that shorten time-to-value and boost adoption.

Guide users with every step

Integrate tutorials, how-tos, and explainers into the core platform experience, to help users when they need it most.

Advisor training

Deploy advisor training & certification programs.

Equip advisors with practical, compliant training that fits their schedule and generates records your team can trust.

Live, simulive, and on-demand

Run coaching and office hours so advisors practice, get feedback, and ramp faster.

Advisor eLearning platforms

Track attendance, scores, and credits automatically, then export audit-ready reports to meet CE requirements.

Take your webinars and events to the next level.

Book a demo to see why the world’s most innovative companies and organizations partner with BigMarker.