ASSET-MAP • 2024 Transforming Virtual Fintech Events
Virtual Event Case Study
Production Platform Speaker Coaching
The Challenge
Asset-Map, a leading financial technology platform, needed to orchestrate their annual AdviceTech.LIVE event—a virtual showcase designed to highlight cutting-edge advisor technology in the financial sector. Previously, they had faced significant challenges with unhappy sponsors, technical difficulties, and a disconnect between presenters and attendees. The virtual nature of the event made it particularly challenging to create meaningful engagement and deliver the professional experience that would elevate Asset-Map’s standing in the FinTech ecosystem.
They needed a partner who could reimagine their virtual event approach, transforming it from "good" to "great" while maintaining the community feel that had become their signature. Beyond just technical execution, they sought expertise to boost advisor attendance, generate meaningful ROI for 20 participating tech company sponsors, and raise funds for financial literacy initiatives—all while creating an exceptional user experience distinct from standard virtual events.
Our Solution
We & Goliath partnered with Asset-Map to reimagine AdviceTech.LIVE, helping them create a two-day virtual format with engaging 10-minute tech demos and expert panels to prevent digital fatigue.
Working together, we transformed Airmeet’s platform into both a broadcast environment and expo space, featuring custom animations and seamless presenter layouts. The innovative engagement approach included presentation ratings, live chat, emoji reactions, and interactive sponsor booths—turning passive viewers into active participants.
Results
The event achieved 1,184 registrations and sponsor booths generating 2,073 qualified leads.
The sponsor experience saw dramatic improvement from previous years, with no negative feedback reported—a major win given past challenges. All sponsors received valuable attendee data and enhanced brand visibility through polished production. The event’s charitable impact was substantial, raising $37,500 for Philly Phinancial Literacy Week, Inc., bringing the total contributions across five years of AdviceTech.LIVE to an impressive $177,500.
The event successfully established AdviceTech.LIVE as a premier industry gathering, with attendees continuing to praise the experience months afterward, calling it a "must-attend industry gathering."
Featured Service
Production & Technical Direction
Our production approach for AdviceTech.LIVE went far beyond standard webinar production, implementing broadcast-quality techniques that transformed how virtual financial events can look and feel. We created custom branded animations and transitions to maintain energy and visual interest throughout the two-day event.
In Their Words
From soup to nuts, working with We & Goliath has been a fantastic process. It has taken us from a level that we thought was good to something even better and greater that we’re proud of and that we’re happy to put our names to. We know that should we engage with you guys again, it would be another great process, and we wouldn’t hesitate to recommend you to anyone else.
Asset-Map
AdviceTech.LIVE 2024
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