A longtime client approached us with a challenge of unusual complexity. The client, an international investment bank (“BankCo”), had a vision for increasing its sales by providing advanced training to 750 of its top financial advisors (FAs) who specialize in insurance sales.
To fund the event, BankCo asked 50 of its insurance company vendors for financial support through sponsorships. Sponsors received some or all of the following:
BankCo invited FAs to this event based on their qualifying production levels. As a reward for their achievements, FAs earned admittance to this event for advanced training and a chance to network with BankCo senior executives, vendor executives and their peers. FA events included:
The challenge of administering this program included:
Morley’s Solution BankCo offered us the chance to partner on this event because of our unique set of competencies that satisfied their specific requirements. Morley Meetings & Incentives provided the site selection that enabled BankCo to find a venue that could accommodate this event at a competitive price, an online registration system to manage the 700,000 fields of participant data, meeting planning professionals that managed every detail across all disciplines, and a meeting production team that produced all general sessions and breakout sessions. Morley Exhibits provided the full resources of an exhibition management firm to fully satisfy all vendor fair requirements. Morley’s in-house creative team coordinated brand-compliant art direction and production across all program elements including digital and printed collateral, exhibit booths and general session presentations. This event has been so successful that BankCo has hosted it annually for over a decade, earning Morley an opportunity to be recognized as a true supplier-partner.
BankCo offered us the chance to partner on this event because of our unique set of competencies that satisfied their specific requirements.
This event has been so successful that BankCo has hosted it annually for over a decade, earning Morley an opportunity to be recognized as a true supplier-partner.
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